Boss Insights for Zoho CRM
The Boss Insights Customer Portal Connector lets you automatically invite your leads and accounts in Zoho CRM in to a portal to collect financial information from forms and via our integrations with hundreds of commonly used business applications.
Once invited, data will stay in sync, when information is updated in Boss Insights it updates automatically in Zoho CRM and vice versa.
Automated Invitation Sending
Invitations can be sent automatically to customers encouraging them to share data for accounts in their chosen deal stage.
Access to Boss Insights Portal
Gain portal access to collect financial information from forms and hundreds of integrations with commonly used business applications.
Bidirectional Sync
Create a two-way sync between Boss Insights and Zoho CRM. Updated information on Boss Insights will update on Zoho CRM and vice versa.
Configurable Forms
Create custom form and select which fields are synced between platforms.