Getting started
Top methods of bringing data into CRM
Step 2: Implement
Take a simple quiz to test your knowledge about Your tasks before getting data into CRM
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- Contents
- Overview
- Quiz
Step 1: Plan
0/2 VideosTotal: 27 mins
Step 2: Implement
0/4 VideosTotal: 38 mins
- 0:26Web forms
- 1:30Import data
- 3:43Push data via API
Once the basic configurations are set up, it's time to start adding data into your CRM. There are multiple ways that data can be brought into Zoho CRM. You can import all your customer information from an existing spreadsheet, or even migrate all the data from another CRM platform. You also have the option to capture prospects from your website.
In this video, we will show you how to import and migrate data, generate prospects from your website, and use REST API to bring data into Zoho CRM.
Topics
Web forms
Your website is a great place to gather valuable leads. Web forms in Zoho CRM allows you to capture your prospects' information in CRM. You can simply create a 'Contact Us' form in CRM and embed it in your webpage to start generating leads.
Useful links: Configuring Web FormsCapture information from websites directly in CRM 9 nifty tips to optimize Web Forms
Import data
When you have a huge list of customer data in a spreadsheet, you can choose to import it into Zoho CRM. Migrating from another CRM platform is also easy. With the help of the data migration wizard, you can move all the data from your other CRM platform into Zoho CRM.
Useful links: Importing DataMigrating Data
Push data via API
The REST API lets you integrate Zoho CRM with your third-party applications. Connecting platforms makes it easier to keep the data that you have in your third-party application synchronized with Zoho CRM.
The best way to capture prospects from websites is by using________ .
Web Forms
Correct
Well Done! Web Forms can be created in CRM and embedded on websites to gather valuable prospects for your business.
Assignment Rules
Incorrect
Oh Snap! Assignment rules can be configured to automatically assign records to the appropriate user in CRM.
Sales Signals
Incorrect
Oh Snap! SalesSignals provide real-time notification on leads, contacts, and potential customer interaction with your brand across various communication channels.
Why should you select a field as unique?
To mark a field as required
Incorrect
Oh Snap! You can mark a field as unique, to prevent duplicate records from entering your CRM.
To specify that the field contains sensitive personal information.
Incorrect
Oh Snap! You can mark a field as unique, to prevent duplicate records from entering your CRM.
To prevent duplicates
Correct
Well Done! When a field is marked as unique, CRM will search the existing records for duplicates based on the field value. When a match is found, CRM will display a duplication alert.
What should be the form location URL, if the web form should be hosted on multiple webpages?
All the webpage URLs separated by comma.
Incorrect
Oh Snap! Web Forms can be hosted on multiple webpages by specifying '*' in the Form Location URL.
*
Correct
Well Done! Now the Web Form can be hosted on multiple webpages.
Web Form can't be hosted on multiple webpages.
Incorrect
Oh Snap! Web Forms can be hosted on multiple webpages by specifying '*' in the Form Location URL.
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