What is Zoho CRM?
Zoho CRM is trusted by businesses globally to convert more leads, engage with customers, and grow their revenue. Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.
Why use the CrankWheel Integration with Zoho CRM?
The integration makes your sales calls run smoother by adding visuals to your calls. The phone number and email of your Lead or Contact in Zoho CRM is automatically populated in your CrankWheel control panel, and your interactions with your contacts using CrankWheel will be automatically entered into Zoho CRM.
What the CrankWheel integration allows you to do
CrankWheel allows you to share your screen with your contacts in just seconds. When sharing your screen, your contacts aren’t prompted with tedious setup prompts or download permissions.
- Launch CrankWheel from a Lead or Contact in Zoho CRM
- Get contact information from Zoho CRM pre-filled in the CrankWheel control panel
- Keep tabs on CrankWheel sessions with a person as an automatically-added note on the Lead or Contact, right in Zoho CRM
- When a meeting is recorded, a link the recording is also added to the note
How to set up the CrankWheel integration with Zoho CRM
To learn how to set up the CrankWheel integration, please take a look at our Zoho CRM Integration Setup Guide for users and our Zoho CRM Integration Guide for admins.
