Manage Zoho CRM data directly using Excel Add-in

Explore how to manage Zoho CRM data with the Excel Add-in. This video offers a step-by-step guide for installing and setting up the Excel Add-in, making it easy to work with Zoho CRM data directly in Excel.

Timestamps:
0:00 Introduction
0:15 Installation of Excel Add-in for Zoho CRM
0:37 Select "Leads" object
0:44 Connection to Zoho CRM
1:18 Edit mode
1:43 Commit data to Zoho CRM

👉 Check the full overview of Excel Add-in for Zoho CRM here: https://www.devart.com/excel-addins/zohocrm/

🔥 You can download the Excel Add-in for Zoho CRM trial here: https://www.devart.com/excel-addins/zohocrm/download.html

👉 Check the full overview of Excel Add-ins here: https://www.devart.com/excel-addins/

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#ZohoCRM #Excel #ExcelAddin #Devart

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Closed Caption:

hi everyone Welcome to our Channel today
we'll walk you through installing and
using the Excel ad in for Zoho CRM by
devart this tool is designed to help you
easily manage and manipulate your Zoho
CRM data directly within Excel let's get
started first you should visit the
devart website to download the Excel ad
in for Zoho CRM locate the download link
follow the onscreen instructions and
complete the installation
[Music]
before we get started let's preview the
leads we'll be importing and modifying
for this example this step helps you
understand the data we'll work with once
the addin is installed open Excel to
connect to Zoho CRM click on get data
then click web login and authorize the
application to your Zoho CRM account
this step ensures secure access to your
data once authoriz Iz ation is complete
you have to test the connection to
confirm that everything is working as
expected now you should select the data
source object you want to import in our
case we'll choose leads after selecting
leads you'll see a data preview review
it to ensure it matches what you're
expecting switch to edit mode to make
changes to your data this mode allows
you to edit and refresh your Zoho CRM
data directly in Excel go ahead and
modify some rows to see how the editing
process works make any changes necessary
for your data
[Music]
need once you've made your edits click
commit to update the records in Zoho
CRM the addin will validate the data and
highlight any errors so you can fix them
before finalizing head over to Zoho CRM
and check to see that the changes you
made in Excel are now reflected in your
CRM data try adding new RS directly in
Excel and then click commit to push the
new data to Zoho
[Music]
CRM go back to Zoho CRM to verify that
your new rows have been successfully
added and that's it with the dart Excel
ad in for Zoho CRM you can easily import
edit and up update your data directly
from Excel be sure to try out the free
30-day trial thanks for watching and
don't forget to like subscribe and hit
the Bell icon for more helpful tutorials