1. Why to connect Zoho CRM to Tracxn?
Enrich your CRM with Tracxn data to streamline workflows and gain better insights.
2. Is the Integration Secure?
Yes, all data is encrypted and transferred securely, ensuring your information is safe.
3. What data points can I pull from Tracxn to Zoho CRM?
You will be able to fetch the company name, website, overview, logo of a company, Tracxn URL, Tracxn Company ID. Check out the details
here.
4. How can I integrate Zoho CRM?
In the Company Detail Page (e.g. Uber), click the “Add to CRM” dropdown in the top-right, select Zoho CRM, and then click “Connect & Set as Default”. You’ll be redirected to Zoho CRM to sign in and grant the required permissions. Once connected, you’ll return to Tracxn, where you can customize the default fields for push and start adding companies to Zoho CRM.
5. Do I need any extra credit to access data using Zoho CRM?
No, you do not need extra credits to add companies from Tracxn to Zoho CRM. Premium users can add up to 500 successful companies/month, and Tracxn Lite users can add 100 successful companies/month.
