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Zoho CRM

Connectez Pappers Soft à Zoho CRM

By 9 juillet 2024No Comments
Pappers Soft

Discover the Pappers Soft widget

In the competitive business world, having precise and up-to-date information about companies is essential for conducting successful prospecting activities. However, searching for and integrating this data into a Customer Relationship Management (CRM) system can sometimes be tedious and time-consuming.

This is where the Pappers Soft widget comes in, a powerful solution to simplify and optimize this process.

The Pappers Soft widget is an innovative integration between Zoho CRM and Pappers’ comprehensive database. Designed with the goal of improving the efficiency of prospecting processes, this widget offers users the ability to easily retrieve detailed information about companies directly from Pappers and seamlessly integrate it into Zoho CRM.

The benefits for your business

  • Save valuable time : With the Pappers Soft widget, no more hours spent searching for information. Free yourself from time-consuming tasks to focus on what really matters.
  • Simplify prospecting : Salespeople are constantly looking for ways to maximize their efficiency during prospecting activities. By providing them with instant access to key information about companies, the widget enables them to target their prospects more effectively.

Simplified Installation

Get ready for a hassle-free installation experience. Adding the Pappers Soft widget to your Zoho CRM account is as easy as a click. Here’s how you can do it :

  • Log in to your Zoho CRM account and navigate to Zoho Marketplace.
    In the extensions or integrations section, search for the Pappers Soft widget.
  • Click on the widget to access its detail page, then press the « Install » button. Follow the simple instructions to authorize the installation of the widget in your Zoho CRM account.

Initial Configuration

Once the widget is successfully installed, you will need to proceed with an initial configuration to tailor its features to your specific needs. This generally involves defining the data fields to be synchronized between Pappers and Zoho CRM.

To access the Pappers Soft widget configuration, here is an explanatory video :

Configuration Pappers & Zoho CRM

You should now have access to the configuration interface. You will be able to define the fields to synchronize and adjust other settings according to your preferences.

To customize your fields, follow these steps:

  1. Select the module to configure : Identify the specific module you wish to configure. Whether it’s information on leads or clients, the widget offers you the flexibility to customize your fields according to your needs.
  2. Easy customization : Once in the selected module, you can configure the fields you want to display. Use the list on the right to help identify the corresponding API name for your fields in the Pappers database. Simply select them to integrate them into your CRM interface.
  3. Total flexibility : If you decide not to configure a specific field, just leave it blank. The widget adapts to your customization choices to offer you a tailored experience.

Need help creating a custom field?

If a specific field does not exist in your current configuration, don’t worry. We have prepared an explanatory video to guide you through the process of creating a custom field.

Examples of using the Pappers Soft widget

Example 1 : Enriching data when creating a new lead

Imagine creating a new lead in Zoho CRM and, with just one click, instantly enriching your data with crucial information about the company. With our widget, this is possible. Get an in-depth view of your prospects from the start. Access essential details such as the company’s size, revenue, executive profiles, and much more, directly from the Pappers database.

Example 2 : Integrating company data into existing account records for a more complete view

Imagine an overview of your existing accounts, instantly enriched with precise data about each company. With the widget, you can easily integrate crucial information such as financial growth and executive team composition directly into the existing account records in Zoho CRM.

Example 3 : Using the Advanced Version

Additionally, you can employ advanced filtering criteria to identify the most relevant prospects. Use specific indicators such as industry sector and geographic location. With precise segmentation, you can

Version avancée Pappers

Dedicated FAQ Session

  • Can I get information on any company with the widget ?

Absolutely! The widget allows you to delve into the details of any company, whether by entering its SIRET number or simply specifying its name.

  • What is the difference between the basic version and the advanced version ?

The basic version offers a seamless experience without the need for a Pappers API key. However, the advanced version opens doors to additional possibilities. With an API key, you unlock an extensive range of information fields. Additionally, for Leads and Accounts, the advanced version provides features for monitoring company procedures and retrieving information about executive names or managing companies.

  • How many queries can I make each month ?

We believe in the freedom to explore without hindrance. For the basic version, there are no restrictions. However, with the advanced version, the number of queries you can make each month depends on your subscription (with 100 free monthly credits included in each subscription) and your selected additional fields.

 Êtes vous prêts à profiter pleinement des fonctionnalités exceptionnelles du widget ? 

 

Contactez-nous dès aujourd’hui pour en savoir plus sur la façon dont le widget peut répondre à vos besoins spécifiques et propulser votre entreprise vers le succès.