Zoho FSM (Field Service Management) and Zoho CRM Integration
Connect sales and field service seamlessly to deliver an unparalleled customer experience.
Build long-lasting customer relationships by ensuring memorable experiences from the first sales call to the final service. Merge effective customer management with efficient field operations.
Two-way Syncing
Link accounts and contacts between Zoho FSM and Zoho CRM. With the Zoho FSM extension, you can enable the two-way syncing of customers between the two applications. This gives you easy access to all the available information and improves customer communication.
View Records Contextually
The Zoho FSM extension lets you view information contextually within Zoho CRM. See all the records related to an Account or Contact in the respective module. You can also view the Work Orders created for a Deal or a Sales Order. Further, the Zoho FSM extension allows you to add new requests, estimates, work orders, and assets from Zoho CRM.
