Our extension enhances Zoho CRM by enabling administrators to manage workflows, single record buttons, and mass action buttons across Leads, Contacts, Accounts, and Vendors. With customizable settings like preset configurations, dynamic module naming, and real-time saving, it streamlines duplicate detection and automation processes. The user-friendly interface offers primary and secondary sliders for precise control, ensuring flexibility and efficiency in managing CRM operations.
Enable/disable workflows, single record, and mass action buttons for CRM modules.
When you create a new Lead, Contact, Account or Vendor in your Zoho CRM our extension automatically triggers a workflow rule that checks for duplicates. If one or more potential duplicates are found the record will be tagged with Check Duplicates in Notes tag and all identified duplicates will be listed in the Notes related list including their direct links, allowing you to easily check them and take further action.
To check if an existing single record in Leads, Contacts, Accounts or Vendors modules might be a duplicate, you can use our Identify Duplicates button. This button is located in top right corner within a record and enables you to quickly identify duplicates for one record at a time. For example, a lead you are working on.
Need to check multiple records for duplicates? Our extension also adds a button named Identify Duplicates to the Mass Action Menu. The mass action button enables you to search for duplicates in up to 100 records at once. For example, checking for duplicates in your existing contacts. We purposely limited the number of records that will be searched to 100 in order to ensure the mass action button executes in a stable and consistent way.
