Transfer Orders and relevant data to CRM
Skylio – CRM connector syncs data with Zoho CRM, Zoho Books, Zoho Inventory, and Salesforce CRM. It syncs orders, relevant customers, and products to Zoho CRM, Zoho Books, Zoho Inventory, and Salesforce CRM.
This app comes with standard features like Dashboard, Sync Settings, Credential update and ability to sync data manually. We are quite confident that this connector will create a lot of value by saving time in manual data entry and would also reduce the errors due to manual syncing.
CRM's Contents
CRM systems are used to gain valuable insights about customers. The system is also useful to up-sell and cross-sell customers. CRM system gives everyone — from sales, customer service, business development, recruiting, marketing, or any other line of business — a better way to manage the external interactions and relationships that drive success. A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issues, and manage marketing campaigns, all in one central location — and make information about every customer interaction available to anyone at your company who might need it. The data of your orders in the CRM does all of the above work in one place.
More than standard data transfer
Skylio – CRM connector synchronizes approximately all required standard data for your CRM to analyze for a better customer or marketing-centric view. Besides standard data, you can synchronize data to custom fields in your CRM. The custom fields that you have defined for your business/marketing or any other work. Auto-sync data on these fields can be very effective for your business/marketing/customer or any other purpose.
Act as fast as possible by real-time data
Nearly real-time data sync with your CRM. Better business models and customer relationships can be built by reacting instantly. You can do many more things by instant data from your CRM. Like you can create a fulfillment detail of order and send it to a customer or send a thank you mail to your customer.
Supported CRMs
- Zoho CRM
- Zoho Books
- Zoho Inventory
- Salesforce CRM
All these things need to be known
- Instant setup
- We only use the Authorization token to process the synchronization
- Zoho CRM or Zoho Books Free version is not supported as it doesn't allow the Sales Order module.
- Custom field synchronization is not supported for Zoho Books.
Custom connector as per your business need
Need a custom connector for your company? Don't worry. We can also develop it by a minimal charge.
