mTap.io offers NFC-enabled Digital Business Cards with a functionality-rich Contact Management System, that integrates seamlessly with various Customer Relationship Management systems. Here is a brief overview of mTap’s integration capabilities and a "How to Integrate Your mTap Profile With ZOHO CRM at a Campaign level" guide.
mTap-Zoho Integration On Mobile at a Campaign Level
mTap integrates your profile with Zoho CRM even at a campaign level, right from the mTap app.
- Access the ‘Menu’ page through the vertical three-lined icon on the bottom right corner of your mTap Manage Profiles’ page.
- Once you are on the ‘Menu’ page, scroll down to the “CRM Integration” option and select it.
You will be taken to the “CRM Integration’ page. - Select Zoho from the given options
- Sign in to your Zoho account and "Accept" button to allow mTap to access data in your Zoho account.
- The campaign-level prompt will ask you whether you want to set a default campaign for your incoming leads.
- Depending on your business requirement you may choose "Yes or No".
- Choosing "Yes" will lead you to the list of campaigns in the "Default Zoho Campaign" screen.
- Both parent and child campaigns are given as options to be chosen for setting up as the default Zoho campaign for your mTap leads.
- Select the campaign and validate your choice with the green check mark alongside "Zoho" in the CRM Integration screen.
- Click on Zoho to make variations such as changing the default campaign, re-configure CRM, or disconnecting the CRM.
- Repeat the aforementioned process for the selection of a new campaign in case of changing the default campaign.
Turbocharge Your Networking with mTap's Zoho CRM Integration
Effortlessly capture contact details from digital business cards and sync them directly into Zoho CRM with mTap's powerful integration. Say goodbye to manual entry and hello to a streamlined, accurate process that saves you time.
Up-to-Date Contacts at Your Fingertips
With mTap, your contact information is always current and accessible. Efficiently manage your network, follow up with ease, and engage more effectively. Automatic enrichment of contact profiles provides valuable insights like social media links and company details, enabling more personalized and impactful networking.
Align Contacts with Campaigns for Strategic Outreach
mTap's campaign-level integration within Zoho CRM takes your marketing and relationship management to new heights. Assign new contacts directly to specific campaigns, ensuring targeted and strategic outreach. Every connection is aligned with relevant initiatives, maximizing the impact of your networking efforts.
Track Performance and Refine Your Strategy
Leverage campaign-level integration to monitor the performance of your networking activities. Analyze engagement metrics and refine your strategies for better outcomes. By synchronizing networking and marketing efforts, you'll drive more meaningful interactions and foster stronger professional relationships.
Unlock the Power of Seamless Integration
mTap's Zoho CRM integration is your key to supercharging your professional networking. Streamline your process, manage your contacts efficiently, and align your efforts for strategic success. Experience the power of seamless integration and take your networking to new heights.