Types of Integrations - An Introduction

Types of Integrations - An Introduction

Types of Integrations - An Introduction



The CRM offers various Apps and Add-ons for Productivity and Collaboration that will improve your efficiency while working with sales leads, prospects and customers. There are a set of integrations for normal Google account users and also Google Apps users. Additionally, there are some integrations with Third-Party software such as Social Integration and Plug-in for Microsoft Outlook. 

These integrations are categorised under three headings: 


Google Integrations

Google Account users and Google Apps Account users can use the various features provided in this integration to collaborate, communicate and share information easily.


Microsoft Integrations
Gain benefits with some of the other third-party integrations such as Microsoft Outlook, Microsoft Office, etc. 


Website Integration

Use web forms, auto response rules and unsubscribe forms to gather data online and build a multi-channel communication to improve business. 


    • Related Articles

    • Managing Groups - An Introduction

      Managing Groups - An Introduction In the CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, ...
    • User Management - An Introduction

      User Management - An Introduction In the CRM, a user is one who manages records, whether their own or those shared by other users, within the organisation. In addition to accessing the CRM data, some of the users can perform administrative functions ...
    • Portals - An Introduction

      Portals - An Introduction What are Portals? Portals, are designed to give customers access to part of the CRM. By creating portals, you can extend access to your CRM account to your customers. Through a portal, your customers can access the modules ...
    • Types of CRM Modules

      Types of CRM Modules The CRM is designed to automate your business process and build better relationships with your customers. It helps you to get an insight into the behavior of the customers and modify the business operations to ensure that ...
    • Types of Custom Fields

      Types of Custom Fields Create Currency Fields Add/Rename Pick List Values Replace Pick List Values Add Multi-Select Pick List Values Create Lookup Field Create Multi-Select Lookup Field Create Auto Number Field Create User Field Add Record Image ...