Zoho CRM

Connect with Clients by Exporting Contact Information

Keep client relationships organized and effortless. Picktime automatically exports contact details to Zoho CRM, ensuring your records are always accurate, up to date, and ready for meaningful follow-ups.

Reduced Errors

Cut manual typing and missing entries by exporting contact data directly from Picktime to Zoho CRM, improving consistency across all systems.

Better Marketing

Exported contact data from Picktime helps you segment audiences faster and initiate quick and effective marketing campaigns with your clients.

Smoother Workflow

Your client data is stored in a secure database, making your work easier and helping your team to stay organized.

Picktime automatically adds new client details to Zoho CRM whenever someone books an appointment through your booking page. You do not have to enter any data by hand or search through different spreadsheets to find client information. Picktime exports core contact fields (name, email, phone) to the Zoho CRM. This smooth integration helps you save time, avoid mistakes, and keep your customer database up-to-date with the latest details. It also makes your workflow simpler and more organized, so you can focus more on your clients and less on managing data.

Automated Updates for Better Client Relationships

Faster follow-ups mean you can stay in touch with your clients right after they book an appointment. With automated updates, your team can quickly send follow-up emails or marketing campaigns without any delay. This helps you build better relationships, show care, and keep your client informed and engaged.

Good client service requires accurate data. Picktime helps you by automatically updating your Zoho account with accurate data received from a client when they schedule appointments. This means your team always has the latest and correct information.

Time saving means you and your team can work faster and smarter. By integrating your Picktime account with Zoho CRM, there is no need to switch between platforms or do the same task twice. It cuts down on manual work, helps you avoid delays, and gives you more time to focus on your clients.

How to integrate Zoho CRM with Picktime?

• Step 1: Open the Integrations tab in your Picktime navigation menu and select Zoho under CRM integrations.
• Step 2: Click the Activate button to begin the setup. In the pop-up window, log in with your Zoho username and password.
• Step 3: Click Allow to grant Picktime the required access permissions.