Engage AI for Zoho CRM

Owned by Jason Tan
Sept 28, 2023
3 min read

Combine clear insights from Zoho CRM and this relationship-building strategy to keep your sales pipeline moving.

Why Integrate Engage AI with Zoho CRM?

Synchronize Your Engage AI and Zoho CRM Prospects

  • Sync your list of prospects from Zoho CRM to Engage AI

  • Gain a comprehensive view of your prospects for effective monitoring

Receive LinkedIn Post Updates within Zoho CRM

  • Monitor all your prospects’ LinkedIn posting activities right within Zoho CRM

  • Stay informed about their recent posts

  • Be the first to engage with prospects

  • Strengthen relationships and maximize your chances of landing a sales meeting

Receive Engaging Comment Suggestions within Zoho CRM

  • Receive drafts of engaging, relevant replies that resonate with your prospect’s LinkedIn post

  • Initiate meaningful conversations effortlessly

Get Frequent Updates on Zoho CRM

  • You have the flexibility to choose how often Engage AI checks for updates on your LinkedIn prospects, ranging from once a week to daily updates.

  • Changes in frequency will instantly reflect on Zoho CRM, allowing you to see and comment on their most recent posts to start a conversation.

 

📃 All You Need

  1. Engage AI extension - install the free extension here

  2. Engage AI app for Zoho CRM - install the free app here

  3. Check the box for Monitor LinkedIn Profile field

  4. Add and fill LinkedIn Profile URL field

  5. Set data fetching and email notification schedule

That’s it! Engage AI will begin monitoring these contacts and notify you about their most recent posts.

From time to time, we do get questions like…

After downloading the app, I still don’t see my Zoho CRM prospects and customers in Engage AI. Why is that?

 

And also:

 

Why don’t I see my contacts' recent LinkedIn posts, even though I know they’ve definitely posted?

 

For the most part, the answer is all within the above All You Need list!

 

Not Sure Where to Get Started?

Let’s begin with installing the tech.

Set the data fetching and email notification schedule.

Not sure how to customize Engage AI’s data fetching schedule? Discover More

Next is installing the Engage AI app for Zoho CRM. This allows you to use Engage AI directly within Zoho.

Up next is updating the Monitor LinkedIn Profile and LinkedIn Profile URL fields.

These fields are important, allowing you to monitor and nurture key prospects without missing any engagement opportunities!