crm · Coming soon
Zoho CRM integration with Truest
Pipeline context next to mail and files.
Overview
Zoho CRM will let Truest see the accounts and deals your sales team already works, so the Chief of Staff can answer from CRM plus mail — not from one or the other.
Features
Truest understands and retrieves
- Accounts, contacts and deals
- Pipeline stage
Truest can do
- Mark Zoho CRM as a system you use
- Request the live connector from Integrations
Benefits
A client question can pull the deal stage and the last email in one answer, once the connector is live.