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Introducing Saleshandy X Zoho Integration

Let’s say you’re employed as a gross sales consultant at a software program firm. Your activity is to seek out potential prospects and switch them into blissful purchasers. You want two important instruments: Zoho CRM and a chilly emailing instrument – Saleshandy.

Now, Zoho CRM is like your superhero sidekick. It helps you retain monitor of all of the individuals you wish to speak to, those you’ve already chatted with, and the offers you’re engaged on.

However right here’s the factor – you additionally ship many chilly emails. These are like pleasant messages to individuals concerned with your software program. You’re utilizing a separate instrument for sending these emails.

And you understand what occurs when you must leap forwards and backwards between instruments? You would possibly want to recollect to comply with up with somebody or miss important updates a couple of sale. It’s like juggling too many balls directly.

Enter the Saleshandy-Zoho CRM Integration. It acts as a seamless bridge between your CRM and e-mail communication.

With Saleshandy-Zoho CRM Integration, you’ll be able to hold your gross sales course of environment friendly. It ensures your leads are nurtured and your consumer relationships keep robust.

What’s Saleshandy + Zoho Integration?

Consider an answer that simplifies CRM administration with out the necessity to juggle a number of instruments on the identical time.

Enter the Saleshandy and Zoho CRM Native Integration.

Saleshandy Zoho Integration

This integration enhances your workflow and makes CRM administration a breeze. It seamlessly syncs all of your Saleshandy actions with Zoho CRM, eliminating the necessity for guide information transfers and decreasing inconsistencies.

However right here’s the place it actually shines: Automation.

You possibly can configure triggers inside Saleshandy to generate leads or alternatives in Zoho CRM. 

For instance, the combination can create a lead or alternative in Zoho CRM while you ship an e-mail from Saleshandy.

Utilizing this integration, you’ll be able to streamline your gross sales and advertising processes, guaranteeing your CRM is all the time correct and up-to-date. 

Moreover, it’s an excellent time-saver as a way to deal with enterprise progress methods.

Why Is It Necessary for Chilly Emailing?

The Saleshandy – Zoho integration could make it simple so that you can handle your leads and automate essential duties, guaranteeing you by no means miss a chance.

Right here’s why this integration is a game-changer in your chilly e-mail campaigns:

Saleshandy Zoho field mapping
  • Handle & Work Neatly:  Enhance your workforce’s productiveness by automating duties by way of triggers and actions.

    Whether or not establishing automated follow-up sequences, assigning results in particular workforce members, or triggering actions based mostly on prospect conduct, the combination simplifies workflow administration. This may unlock your time for extra strategic duties.

triggers and actions in saleshandy zoho integration
  • Handle Contacts Simply: The built-in resolution makes managing unsubscribed and bounced contacts simple. 

    Determine these contacts shortly and effectively, permitting you to keep up a clear and compliant e-mail checklist. Plus, we provide instruments that can assist you re-engage with bounced contacts the place acceptable, maximizing your outreach potential.

Save time, scale back errors, and enhance your general e-mail marketing campaign effectiveness with the tailor-made resolution.

Who Can Use It?

Saleshandy X Zoho integration may also help streamline your chilly e-mail outreach to prospects. 

Right here’s an instance of the way it works.

“SDR” in a Software program as a Service (SaaS) Firm

Step 1: Lead Era: Saleshandy captures leads concerned with SaaS options and sends this information to Zoho CRM.

Step 2: E-mail Marketing campaign: Saleshandy runs e-mail campaigns custom-made for Gross sales Improvement Representatives within the SaaS trade, addressing their particular challenges.

Step 3: Engagement Monitoring: Zoho CRM receives engagement information from Saleshandy, together with e-mail opens, clicks, and responses, to trace SDRs’ curiosity within the software program options.

Step 4: Lead Scoring and Comply with-up: Primarily based on engagement information in Zoho CRM, extremely engaged SDRs obtain follow-up emails with presents for product demos, trials, or consultations.

Step 5: Conversion and Gross sales Pipeline: Zoho CRM manages the conversion course of, monitoring SDRs’ development from preliminary curiosity (captured by Saleshandy) to adopting the software program options for prospecting.

How Do You Create a Workflow With Zoho?

Saleshandy → Zoho

Creating workflow administration is comparatively simple with Saleshandy X Zoho Native integration:

  1. Go to your Settings and spot the “Integration” software. Click on on it and navigate to Zoho integration.
  1. Click on on ‘Join Now’ choice, and comply with the prompts to attach your Saleshandy and Zoho accounts seamlessly. It’s as simple as connecting with an outdated good friend! 
  1. All of the important fields, like first identify, final identify, and e-mail, are already mapped within the backend. However you’ll be able to nonetheless customise subject mapping to fit your particular wants. 
  1. You may also create Leads, Offers, Contacts, Accounts, and Duties in Zoho. Arrange triggers and actions that make your CRM work routinely.
  1. You monitor exercise as each motion you absorb Saleshandy will probably be recorded neatly as a notice within the Zoho file. It’s like leaving little breadcrumbs of productiveness!
  1. You possibly can spot unsubscribed or bounced Contacts as they’ll have an ‘Unsubscribed-Saleshandy’ tag, making it simple to seek out and handle any issues in your CRM.
  1. If a contact, lead, or deal nonetheless must be added to Zoho! Saleshandy will create a brand new one. We’ll replace the file with contemporary notes or data if it’s there.

Take a look at our FAQ for extra detailed data.


To conclude, Zoho CRM and Saleshandy combine seamlessly, enabling extra environment friendly lead administration and improved communication with prospects and prospects.

With this seamless integration, you’ll be able to higher monitor and interact together with your leads, optimize your campaigns, and increase your conversion charges. 

Completely satisfied sending, and right here’s to attaining higher success in what you are promoting endeavors!



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