Zoho CRM

Heidi
  • Updated

With Glances for Zoho CRM, you can extend the use of your Zoho CRM by viewing data about contacts, accounts, invoices, and more from any webpage you visit. See all available data here.

Connection Requirements
Available Glances
Install Glances on Zoho

Connection Requirements

If you would like to connect Zoho CRM to Glances, you will need to connect Zoho CRM directly from your Glances account. To connect Zoho CRM:

  1. From glances.com/app, click Connect on the Zoho CRM app tile. (If you don't see the Zoho CRM tile, you can quickly add it by clicking + under My Apps.)
    Screen_Shot_2022-04-19_at_2.50.36_PM.png
  2. Enter your email or phone number, or log in using an existing service single sign-in option (such as Apple, Google, Microsoft, etc.)
    Screen_Shot_2022-04-19_at_2.40.00_PM.png
  3. Click Next.
  4. Enter your password.
  5. Click Log In.

Once you refresh your page, you can search for Zoho CRM data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.

Available Glances 

With Glances, you will be able to see the following pieces of Zoho CRM data:

Glances_Tip_Final__2_.png

  • List of Zoho CRM Contact's Activities
  • Single Zoho CRM Contact Details
  • Zoho CRM Contact's Account Details
  • List of Zoho CRM Contact's Deals
  • List of Zoho CRM Contact's Invoices
  • List of Zoho CRM Contact's Cases
  • List of Zoho CRM Contact's Sales Orders
  • List of Zoho CRM Contact's Purchase Orders
  • List of Zoho CRM Contact's Products
  • List of Zoho CRM Contact's Quotes
  • List of Zoho CRM Contact's Documents
  • List Of Zoho CRM Contact's Available Modules
  • Zoho CRM Contact Custom Module
  • Zoho CRM Today's Activities
  • Zoho CRM: Upcoming Invoices
  • Zoho CRM: My Open Deals

Install Glances on Zoho

In addition to installing the Glances browser extension, you can install Glances directly to Zoho as a widget. (Note: this is available to customers on a Zoho Enterprise or Ultimate level plan.) This widget will automatically search for records when you're on an account, contact, or a lead. Additionally, it can be added to Zoho's home dashboard. By default, the widget searches for email address and if none is found, will search by a name.

To install the Glances widget, follow the steps found in this support article.

 

If you need any help with Zoho CRM, please let us know at support@glances.com.

 

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