Auto Currency Exchange Rate Feeds for Zoho CRM
Zoho CRM - Auto Currency Exchange Update
Introducing our cutting-edge extension designed to streamline your currency exchange updates effortlessly. Say goodbye to manual labor! Our innovative solution automatically fetches and updates precise exchange rates daily, ensuring you have real-time access to accurate rates without lifting a finger. Simplify your workflow, stay updated, and optimize efficiency with our automated exchange rate updater.
- Clicking the 'Install' button directs you to the installation page.
- On the installation page, permissions are requested based on selected accounts to ensure smooth updates and functionality.
- Once permissions are granted, the extension is installed within your selected account(s).
- Additionally, the extension updates exchange rates upon installation, ensuring current data.
- Post-installation, a scheduled workflow is integrated into your account, updating exchange rates on a daily basis for continued accuracy and convenience.
Postcode Lookup Extension
Overview: The Postcode Zoho CRM extension simplifies address entry by allowing users to input a postcode, triggering an API that lists corresponding addresses. A search field is provided for users to select the desired address, which is then auto populated into the relevant CRM fields upon submission. This extension streamlines the address selection process and improves data accuracy within the CRM.
Steps To Configure:
Before Installing: You need to purchase the API at https://getaddress.io
After Installing the Extension:
- Go to Settings.
- Under the Developer Hub section Navigate to Variables.
- Enter the Authorization Key in the Value field.
To delete and transfer a user’s records:
1) Access Extension:
a) Once the extension installation is complete, a button labelled “Postcode Lookup” will be visible within the Leads, Contact, Accounts and Deals Module in the following views:
- Create View
- Edit View
- Record Details View
b) Accessing the “Postcode Lookup” Feature:
- Navigate to the desired Lead, Contact, Account or Deal record.
- In the specified views (Create, Edit, or Record Details), locate and click the "Company Check" button.
Data Verification Process:
a) Clicking the “Postcode Lookup” button will trigger a popup window.
b) In the popup window, enter the postcode and click the search button. A list of addresses will be displayed based on the postcode input.
c) There will be an additional input field where you can enter the house number or street to refine the search.
d) Click on the address you want to select, then click the “Update” button to populate the CRM fields with the selected values.
Field Mapping:
- After verifying the displayed data, proceed by clicking the mapping fields section.
- The extension auto-maps fields for efficient data population. Additionally, it allows manual mapping as per your requirements.
Data Submission:
- Once mapping is completed, clicking the "Submit" button will populate the verified data into the mapped fields.
