User's blog

Category: Zoho CRM

  • Connect to Many Data Sources With Zoho Analytics

    When looking for technology solutions for businesses, one of the main concerns is connectivity between applications. This is because business data is now distributed in online/offline applications, cloud storage services, databases, flat files, and web feeds. Therefore, it is a must to have a Business Intelligence and data analytics software that can connect seamlessly all your applications. A great option for this is Zoho Analytics, which goes beyond reporting and analysis and lets you automatically data sync with periodic schedules. Let’s look at all the integrations that Zoho Analytics can do for you.

    The Essential Integrations

    Zoho Analytics allows you to import data from different file formats and web/URL feeds. CSV, XLS, XLSX, JSON, TSV, HTML, and XML are just some of the file formats. You can also easily upload data from major cloud storage vendors like Zoho Docs, Google Drive, Microsoft OneDrive, Dropbox, among others. All can be set up with automatic synchronization. When it comes to multiple databases, you can synchronize/upload data not only from popular relational databases, but also from NoSQL databases. Your databases can be setup either locally (behind a firewall) or hosted or in the cloud.

    Sales

    Zoho Analytics integrates with many sales analytics applications like Zoho CRM (which you can visually analyze its data right away using Zoho Analytics), Salesforce, Microsoft Dynamics CRM, and HubSpot CRM. You can also import data from CRM solutions like Pipedrive CRM, Insightly CRM, and Base CRM into Zoho Analytics using Flatly.

    Zoho Analytics allows you to import data from different file formats like CSV, XLS, XLSX, JSON, TSV, HTML, and XML.

    Marketing

    Emails, internet ads, social media, and surveys are now a standard when it comes to digital marketing campaigns, which is why Zoho Analytics can be integrated to many marketing analytics alternatives to make your campaign monitoring easier. Email marketing apps include Zoho Campaigns (which, connected with Zoho Analytics, lets you deeply analyze your data to improve your email marketing strategy for effective conversions) and MailChimp. Google’s marketing tools Google Analytics and Google Ads, as well as Bing Ads from Bing, can be connected to Zoho Analytics to track your email campaigns. In the survey field, you can connect Zoho Survey, SurveyMonkey, and SurveyGizmo; while in the social media field, Facebook, Twitter, and YouTube can be connected.

    Finance and eCommerce

    In the finance area, three Zoho products can be connected to Zoho Analytics: Zoho Books, Zoho Subscriptions, and Zoho Inventory. Other integrations include QuickBooks, Xero, and Stripe. Meanwhile, eCommerce platform Shopify can also be integrated.

    Project Management, Helpdesk, and Human Resources

    Integrate project management software Zoho Projects and Teamwork Projects. Track desk metrics by connecting helpdesk software Zoho Desk, ManageEngine ServiceDesk Plus, ManageEngine SupportCenter Plus, Zendesk, and Teamwork Desk. Improve your HR operations by connecting Zoho Analytics with Zoho Recruit and Zoho People.

    Wait, and There’s More?!

    Yes, there is! Last but not least, Zoho Analytics lets you connect with Zoho Creator, Zoho BugTracker, and APIs.

    As you can see, Zoho Analytics is flexible enough to have plenty integrations which, if you ask us, is very convenient to get the most insights for your business’ different processes. And when that takes place, success is bound to happen. Isn’t that exciting?

    To learn more about Zoho Analytics’ data connectors, click here.

    Are you looking to implement Zoho Analytics in your company? Then click here and sign up for a free trial of Zoho Analytics.

  • Get to Know Zoho CRM (Video)

    Digital transformation is in full swing! Are you already in that wave? Or are you considering it? If so, this short introductory video from our partner Zoho will give you a taste of how their CRM works. Zoho CRM is an online Customer Relationship Management (CRM) software that lets you manage your sales, marketing, and customer support in a single system. Click play to learn more!

    Source: https://www.youtube.com/watch?v=1QT5jvM7z3M

  • Zoho CRM: Deprecation and Sunset of API V1

    We have important news about your Zoho CRM! Last year, via email, we informed our customers that version 1 of the API from Zoho CRM would be deprecated due to the launch of version 2, which was launched in February 2018. The deprecation of version API 1.0 already happened on December 31st, 2018, while its sunset date will be on December 31st, 2019. Here we explain how this affects your Zoho CRM.

    Image by Christina Morillo via Pexels.

    Deprecation Date of Version 1.0: December 31, 2018

    • Issue fixes, API support, and enhancements for version V1 (meaning the previous version) will not be taken up beyond the deprecated date. All the V1 API methods will be marked as deprecated.
    • The V1 APIs used in your existing code will still work even beyond the deprecated date, and will become non-operational only after the Sunset Date mentioned below

    Sunset Date of Version 1.0: December 31, 2019

    All old API methods will not be operational beginning on this date. This means all your codes written based on V1 will stop working.

    What Do You Need to Know About API 2.0?

    The latest version of Zoho CRM APIs rolled out on February 2018. That is a major upgrade on the existing APIs which includes changes in API call methods, output responses, and more. The new APIs use simple HTTP methods like GET, POST, PUT and DELETE. Data format for input and responses are the same, i.e JSON objects. This makes it possible to send or fetch large amounts of data with greater accuracy as compared to the XML format.

    The latest version of Zoho CRM’s API can do the same as the previous version and much more. We recommend that you begin to use the new APIs, since the previous version is already deprecated. For more information, click here to consult Zoho’s help documentation.

    Zoho CRM Features That Use API V2.0

    • OAuth2.0: This protocol allows you to share specific data with any application while keeping your usernames and passwords private. This protocol provides users with a secure and easy way to use authentication.
    • Connections: The Connections feature is a simple authentication mechanism used to invoke any third party applications’ REST APIs and get access to your authenticated data from your functions or widgets.
    • Functions: Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. With functions, you can program scripts using Deluge Script (powered by Zoho Creator), associate them to workflow rules, custom buttons, related lists, schedules, and more.

    What does API V2.0 has that Version 1.0 doesn’t?

    • Better security using OAuth 2.0, which comes with scope for each API call. This ensures that even if tokens were disclosed it can’t be misused, since the tokens are valid only for an hour. We have also added multi-DC support.
    • The daily limit of API calls have been revised and expanded to 100,000 calls per day. (For the Ultimate Edition, the limit is 200,000 per day).API V2.0 follows REST standard and facilitates easy JSON parsing, in which all APIs follow a similar response structure.
    • There is a new API dashboard for better usage analysis.
    • API Names have been introduced so that the changes in names (labels) of custom fields and custom modules won’t affect your existing integrations.

    Click here to consult Zoho’s documentation about API Transition and Differences to migrate your existing API V1 code base to API V2.0.

    It’s important to keep in mind the dates and facts mentioned in this article. That way, when the time arrives, your team won’t be surprised by this update and you’ll be able to continue your business operations without problems.

    Do you need help to secure your Zoho CRM with this update? Visit our Contact page and call or write us so we can help you.

  • InterConnecta Hosts the First Zoho Meetup in Perú

    The evening of June 12th, 2019, was very important and memorable for us at InterConnecta, since we hosted in Lima with our partner Zoho the first Zoho User Group in Perú. Under Zoho Meetup, we joined to the Zoho Community initiative. This community includes 30 countries and more than 100 cities with 150,000 active members who, throughout the year, conduct meetups sponsored by Zoho. Also, Zoho has more than 45 million users in more than 180 countries.

    The Zoho User Groups are gatherings with the purpose of networking and sharing ideas with professionals from different fields, Zoho experts, and local Zoho partners. Here we’ll tell you with words and images everything that happened there.

    The teams of InterConnecta and Zoho with our guests.

    The place chosen for our Zoho Meetup was Selina, in Miraflores, which is a cozy and relaxed space with a mixture of modern and rustic touches. We were joined by guests from different industries: some were our customers and others were persons who wanted to learn more about Zoho.

    The lively soiree started with an introduction from our our team about InterConnecta’s history since its beginnings in 2008, passing through obtaining our certification as Zoho Authorized Partners in 2013 and our certification as Zoho Advanced Partners in 2019. The reason for this was the sales increase in Perú, which positioned it at the top #6 Latin American country in sales, plus 30% of Zoho’s sales in Perú come from Zoho partners. Products like Zoho CRM, Zoho Workplace, Zoho One, Zoho CRM Plus, and Zoho Desk have the highest demand in Perú.

    Then, Zoho took the stage with Tamara Arruñada, Marketing & Events Manager of Zoho, to explain what the Zoho Community and the User Groups are about. Minutes later, our team took the stage again to explain the different aspects of Zoho CRM: processes, customization, the challenges when adopting Zoho, and the reports generated by Zoho. Also, our team talked about the use of Zoho CRM in Peruvian businesses from different industries and our experience as Zoho partners in Perú.

    The audience, which was very excited because of our partner’s offerings while enjoying the event, had an active participation by expressing themselves and asking questions regarding the functioning and customization of Zoho CRM. Those questions were answered by the Zoho representatives.

    The meetup’s highlight was when some of our customers shared their testimonials as Zoho users. They expressed their initial fears and challenges, and how satisfied they ended up being with the Zoho products. All these stories had in common the quality and easy usage of the Zoho solutions, and how much they helped them organize their businesses to obtain more reach and earnings. One of the most impressing testimonials came from Miguel Palacios, from GBS Perú, in which he said:

    “The investment in Zoho has generated for us a return on investment in a ratio of 4:1. This means that we have been able to generate income equivalent to four times the starting investment.”

    After the testimonials, we took a break with our guests for networking and savoring a varied menu of appetizers, lemonade, and sodas. Our attendees enjoyed Peruvian food, sushi, and vegetarian options while exchanging impressions and information to contact each other later. The relaxed atmosphere of the place contributed to the collaborative attitude between the guests, which represents Zoho’s collaborative spirit as a company and as a solutions provider.

    After the break, Francisco Sandoval, a Zoho representative, made an exclusive presentation of the company’s next launches (stay tuned to this blog to learn about them, since they’re top secret for now!). The night ended with surveys and surprise bags from Zoho to our guests and a group photo, which is shown above.

    All of us who participated at the event ended up delighted with everything that happened and the result: a collaborative and pleasant space filled with interconnected professionals who look for solutions to improve their business operations. We thank Zoho for the honor of choosing us to host the first Zoho Meetup in Peruvian lands, our guests who owned the evening, and Selina for allowing us to celebrate this magnificent gathering in such a magical place.

    See you at the next event!

    Are you looking for Zoho CRM solutions for your business? Visit our Solutions page for more information.

  • Zoho MarketingHub: A New Platform for Marketing Campaigns

    Last week, we were in Texas at the 2019 edition of Zoholics Austin, which was hosted by our partner Zoho. Like the true Zoholics we are, we were mega excited just to be there! But our excitement grew with all their announcements: their headquarters relocation from Pleasanton, California, to Austin; and the launch of Commerce Plus and MarketingHub.

    A look at the new Zoho MarketingHub.

    Zoho MarketingHub is a new platform that fulfills the need for marketing coordination across the proliferating digital marketing channels. Furthermore, it lets marketers create personalized journeys for prospects. These journeys are based on the prospects’ diverse intermediate responses to the campaigns that engage them (email, social, mobile, web, and event marketing). This results in the execution of personalized marketing on an outstandingly large scale. And to make things even more exciting, MarketingHub is integrated with Zoho CRM! If you ask us, this sounds very awesome!

    Besides Zoho CRM, MarketingHub is also integrated with many other Zoho apps as well, like Zoho Campaigns, Zoho Social, Zoho Survey, among others. And just when we thought we couldn’t ask for more, we can! Why? Because MarketingHub also has integration with Facebook, LinkedIn, and Twitter. This is definitely music to our ears.

    Raju Vegesna, Zoho’s Chief Evangelist, explained that with MarketingHub, they “offer applications for every marketing channel. MarketingHub, which is built on the same technology stack as our other marketing apps, pulls together and pre-integrates all these applications across channels, enabling marketers to focus on creating excellent campaigns instead of juggling marketing tools.”

    Here are some highlights that we also liked about MarketingHub:

    • It provides a multichannel marketing experience by supporting over 20 marketing channels, and they all work in an effortless and unified manner.

    • A look at the new Zoho MarketingHub.
    • Full automation of marketing functions based on the customer’s behavior. For example, if a customer deserts their shopping cart, MarketingHub can generate a text reminder and even a personalized email with the items left in the cart.
    • Integration with several third-party applications like Shopify and Eventbrite, among others. Also, a pre-integration with Zoho CRM or other third-party applications allows marketers to access existing customer data or enter the data of new and qualified leads.
    • Built-in elements like forms, journeys, and templates.
    • Advanced analytics that provide to the marketers full visibility throughout the channels. With all those cool features, there is no doubt that this new platform can help make work easier!

    To learn more about the new Zoho MarketingHub, click here.

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