What are the major roles of your Salesforce consultants?

• Define business objectives that support. • Map business objectives into features. • Recommend a suitable edition of the Cloud Platform. • Design customer service, sales, and marketing processes. • Build user adoption strategy.

How your Salesforce consultants can prove helpful?

Our team of Salesforce consultants can handle every project (simple or complex) and help businesses achieve their goals effectively.

How will FEXLE improve your use of Salesforce?

Some of the major pain points that FEXLE will solve for you are as follows: • Bring alignment in all business processes. • Enhance the usage of licenses and user adoption rate. • Advance customer engagement with a relevant prospect, lead and customer communications. • Increase usability with an object as well as page optimization.

What are the benefits of hiring FEXLE as a Salesforce consultant partner?

• We have flexible engagement models. • We offer quality delivery in a stipulated timeframe. • Clients will get a budget-friendly package. • There are multiple Salesforce app development options. • We maintain full secrecy with a non-disclosure agreement.

What are the top cloud-CRM functionalities that you provide?

The following are the top functionalities we offer: • Easy data update • Hassle-free data migration • Organized workflow & approval process • Role permission • Client-centric dashboards and user interface • Custom email services • Custom console • Constant maintenance & testing • Seamless forecasting • Improved communication with teammates • Package integration services • Time-saving tool

What will be your Salesforce development process?

Following is our agile and full-proof development process: • Thorough research and brainstorming • Designing & developing a realistic roadmap • Solution deployment • Quality check • Support and Services • Regular Maintenance

Salesforce Zoho Integration Company

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Best Salesforce Zoho Integration Services

Salesforce and Zoho are the two most powerful platforms in the market. With a variety of features, affordable plans, user-friendly interface, and other factors Zoho is attracting companies for good. Salesforce CRM, on the other hand, is one of the most impeccable cloud-based CRM solutions that streamline all business operations such as sales, marketing, service, etc. FEXLE Services, a leading Salesforce consulting company offers the best-in-class Salesforce Zoho integration services. Our team of Salesforce experts can excellently merge the brilliance of two CRMs into one.

With the help of our integration services of Zoho and Salesforce, we enable you to automate your routine sales operations. FEXLE will empower your business for better lead management, effective deal management, enhanced contact management, and create amazing workflow automation. With Salesforce and Zoho integration you can easily import Salesforce data to CRM or vice versa, smoothly perform bi-directional data synchronization between Salesforce CRM and Zoho, sync new & updated data one-way, and perform mass data updates and deletes. Hire FEXLE Services today for more information.

Quickly Configure Data Migration & Synchronization Between Salesforce & Zoho

Many to One or One to Many

Our services will help you map one Salesforce table to multiple related Zoho CRM tables.

Preserve Relationship

We streamline integration with different structures and help you preserve source data relations in a target.

Omni Directional Data Loading

Easily import Salesforce data to Zoho CRM & vice versa. You can perform data transformations, data filtering, and many other tasks.

Two Ways Data Sync

Experience hassle-free bi-directional data synchronization between Salesforce & Zoho.

Changes & Tracking

No need to load all data simultaneously during periodical synchronization, integration track & perform necessary changes.

New & Update Data One Way

Load new & modified records from Salesforce to Zoho CRM and vice-versa. The import can be performed through one way sync.

Mass Deletion & Updates

You can perform actions such as mass update and mass delete operations without any technical assistance.

Have Connected Salesforce Zoho Integration Experience

Salesforce triggers when a new outbound message receives.
Triggers at the time creating a new Salesforce object of the specified record.
Triggers when a choice of field gets updated on record of specified Salesforce object.
Triggers when a specified Salesforce object is updated.

Zoho triggers the creation of new contact and new leads.
Triggers when a new contact gets added or modified.
Triggers when a new active user gets added to the Zoho account.
Instant triggers when a module entry is updated.

Add an attachment to the selected module entry.
Add a new tag to existing module entries.
Convert the existing lead to contact and account.
Create a new entry in a module.
Update module entry and related module entry.

Find or create contact, lead, module entry.
Create attachment and record.
Update record
Find record or records

Why Choose FEXLE Services for Salesforce

Quality Solutions

FEXLE aims to deliver only quality solutions to its client. No matter from which industry you belong, we have everything for everyone.

Timely Delivery

You can always rely on us; we promise you timely delivery. Our team will always walk the extra mile to offer on-time solutions.

Quick Support

We are always there for you round the clock. Connect with us for any integration related query & get the best solutions from our experts.

Certified Team

Our team of Salesforce professionals are certified and highly experienced in their respective domains. We assure your quality & promise.

High C-SAT Score

We promise to offer the best client experience. We have also got the highest CSAT score for our services.

Higher ROI

You will be given scalable solutions that enable your business growth & ensure greater ROI.

Success Stories

Improved & Growth-Centric Revenue Management System

The professionals at Fexle Services helped REVvue in developing such a robust platform which not only automates the entire revenue management process but also facilitates sales reps. in standardizing the revenue management process.

With Fexle on their side, REVvue brings an exemplary growth in the revenue management process. Now, they can serve their clients in a more strategic & well-managed process.

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Exemplary Growth in Customer Base

The dedicated team of Fexle Services helped Prodly in developing such a strong platform which is not only functionally-rich but also automates the entire development lifecycle for low-code applications and thus came into the picture, AppOps.

With us by their side, Prodly has witnessed an exemplary growth in its customer base, from couples of customers to hundreds and more in a short span, and also the improvement in development tooling.

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Improvised Lead Management Process

Fexle Services, with its team of professionals, has worked on resolving the issues with the legacy system of Ubisense. We have helped them in standardizing the Sales and Marketing operations using a cloud-based CRM platform.

Our solution optimizes lead generation, simplifies workload delegation, and helps in monitoring better opportunities.

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Achieved Stellar Business Growth & Efficiency With Salesforce CRM

The seasoned Salesforce professionals at Fexle worked vigilantly and developed a reliable solution that lets users experience the centralized management system.

Fexle equipped the solution with activity tracking, 360-degree customer view, seamless integration, data visibility, strong reports and dashboard system, and an interactive mobile application, that have enabled them achieved process standardization & flawless growth

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Willowbend Can Now Match Thousands of Addresses Per Second

Fexle has worked dexterously on improving and eliminating the issues with the legacy system of Address Validator. With our expertise our Salesforce experts have equipped this tool with rapidity, robustness, and resilience.

Now users can easily install this manage package of address validation tools & integrate it within their system without any hassle.

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FAQ’s

Salesforce Zoho integration is not a piece of cake. It’s a long, time taking, and technical process where one faces multiple questions. Here are the most frequently asked ones.

Frequently asked questions related to salesforce to our technical team

What types of synchronizations are available for Salesforce and Zoho?

Following are the different types of synchronization possible:

Synchronization between Zoho CRM and Salesforce data
Import Salesforce data to Zoho CRM
Import Zoho CRM data to Salesforce

The popular types of Salesforce Zoho integrations are as follows:

Add or Update lead in Salesforce on a new lead in Zoho
Adding and updating contacts in Zoho on new Salesforce lead and vice versa
Adding and updating leads in Zoho on a new lead in Salesforce and vice versa

Why should I choose FEXLE for Salesforce Zoho integration services?

FEXLE follows an easy to go approach, with no coding, only a drag and drop easy to use interface. We are a globally trusted partner and ensure secured and reliable services.

How to set up Salesforce integration, is it complex?

We follow an easy to follow integration process. Following are the steps:

Authenticate Salesforce and Zoho CRM
Pick the app that works as a trigger that kicks off automation
Select resulting action from the app
Select the data you want to send from one to other apps
The integration is completed