exceed.ai Update: Integrate your Zoho Account!

exceed+zoho

Written by Ilan Kasan

Co-founder and CEO at Exceed.ai.

Dec 20, 2018

Connect. Sync. Map. It’s that easy.

Exceed’s AI sales assistant works alongside your reps,  ensuring every lead is followed-up, nurtured and qualified using AI and Automation.

What it does

Exceed knows to listen to your CRM and automatically pulls leads which meet your criteria from Zoho to Exceed. Once leads have been imported from Zoho, our virtual assistant will automatically engage, qualify, and nurture repetitive daily tasks.

Exceed will synchronize any lead status or data changes in your Zoho CRM.

How it Works

One-click integration allows your sales team to seamlessly integrate Zoho with exceed.ai. Mapping of fields between the two systems ensures that lead statuses are updated correctly into your CRM. You can also choose the time interval of how often Exceed should pull leads into the system to start engaging with them. This gives the sales team control over the leads that are being handed over to Exceed to be managed.   

exceedai_zoho_integration

Using Salesforce for CRM? No problem, we have you covered! Click here to find out more.

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