Zoho CRM, Invoice & Projects Integration With Gmail Contextual Gadgets

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For a while now, we have been stressing the importance of ‘contextual information integration’ where the focus is on user’s data and context and not the application. To demonstrate this, we have integrated several Zoho Apps and users have reaped the benefits of such integration.

Today, we are expanding this to a third party app – Gmail. Earlier this year, along with Google Apps Marketplace, Google announced Contextual Gadgets for Gmail enabling third party applications to integrate into an email message in Gmail. This falls inline with our approach to contextual integration, so we decided to integrate our Business Apps into Gmail through Gmail Contextual Gadgets.

So, what does this mean to you as a user?

When you receive an email from your customer in Gmail, our CRM Gadget can display the customer information (pulled from Zoho CRM) along with the notes, contact info etc within the email. Similarly, the Invoice gadget can display information like overdue or unpaid Invoices from that customer, all without leaving that email message.

This is just the beginning. There are ​​​​​​​​​many other things you can do through these contextual gadgets. Here are a few …


Zoho CRM


  • With a click, you can search to see if the sender exists in your CRM system
  • From the email, you can add the sender to Zoho CRM as a Contact or a Lead
  • You can add a Potential to a Contact or update it right from the email message
  • If the sender is already present in your CRM database, you can view existing details within the email message
  • You can Add/View Tasks or Notes to the sender within the email message

Additional information about this is

available here
.




Zoho Invoice

Zoho​​​ Invoice integrates tightly with Google Apps through the contextual gadget and offers this functionality.

  • If the sender is present in the system, his information is pulled from Zoho Invoice and displayed within the email
  • Email History: All emails sent from Zoho Invoice to this user are listed within the gadget
  • You can see all unpaid invoices with status as ‘Unpaid’ or ‘Open’ for the sender
  • You can view the payments received from the sender within the gadget

Additional information about this is

available here
.


Zoho Projects

We talked about our Zoho Projects contextual gadget

here
.​​​​

As you see, the possibilities of contextual integration are endless. This is just the beginning. We will be rolling out additional functionality to these gadgets moving forward, and of course, additional Zoho Apps will make their way into Google Apps Marketplace. If you’d like to see any specific app integrated, please drop us a line.

As always, we can’t wait to hear your feedback.

PS: We’d like to thank Google team for their continuous support. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Hello Zoho Invoice! Zoho Creator here!

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Close on the heels of the Zoho Creator – Zoho CRM integration initiative, here is one more reason to cheer. Yet another business application, Zoho Invoice can now talk to Zoho Creator… yeah you heard that right.. not only can you snap up customer orders in an instant, you can also send them their invoice .. right from within Zoho Creator in seconds.

We’ve come up with 2 new Deluge tasks dedicated to this effect. The  zoho.invoice.createdraft() task creates a draft invoice, one that may undergo further changes and the details of which aren’t being reflected in the sales records just yet, at Zoho Invoice.  Our other task zoho.invoice.createinvoice() creates an invoice with an open status, which simply means that the customer has received our goods/services and is yet to make partial or complete payment for the same. Invoices can be generated for single or multiple items depending upon your need.  And if a record for the particular customer already exists in Zoho Invoice, you can do the rate calculations from the existing record itself.

Us having a fully detailed support document explaining this feature in all its glory isn’t news. So head over to the help center for the nitty gritties of this feature and yes, those of you who badly wanted this to be in place.. There you go!

New Gadget for Zoho Invoice

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In the last post for Zoho Gadgets, we promised having gadgets for the Zoho business apps. First in line is Zoho Invoice. Zoho Invoice is now available as a gadget and this can be embedded wherever you want – Zoho Business’ Dashboard, iGoogle, Facebook, Orkut, any Open Social XML compatible site or any web app/page where you can embed an iframe.

You can view a list of your latest invoices and estimates. You can add new invoices too.

You can view an invoice in detail. Also possible is editing, printing and seeing the invoice as pdf.

The Zoho Invoice gadget embedded in an iGoogle page

The Zoho Invoice gadget as part of the Zoho Business Desktop (Dashboard)

Hope you like this new Zoho Invoice gadget. Try it out. More importantly, do let us know what more functionality you would like to see in this gadget.