Widgets in Zoho CRM - Overview
There are times when there is a need to use services from some off-the-shelves softwares that differ from a regular CRM. For instance, a dial-pad for calling someone. Although it is available as a separate software, it isn't conventionally available in a CRM. But fret not! Widgets in Zoho CRM are embeddable UI components that you can create on your own, using our JS Software Development Kit. These widgets can be used to perform certain functions that utilizes data from third-party applications seamlessly.
Let's say you have certain metrics that you measure using an Analytics software. You need to open a new tab for analytics, and if you use other services, like monitoring your website, data from other services, etc, the things that you have to work with are separated into different parts. Through Widgets in Zoho CRM, you can use data from these services and display and use them to perform actions within the CRM. For instance, you can have a widget which displays a heatmap of the distribution of sales in a city. You can get an idea of the locations where the sales are booming and where they are not, and plan accordingly.
Through Widgets, you can:
- Add a Custom Dashboard
- Incorporate Web tabs\
- Utilize services from outside CRM in a Custom Button
- Add a Custom Related List
The provision to include external services to Zoho CRM helps to extend the functionalities of your application by a notch. Zoho CRM's Widgets, enable you to build embeddable UI components in the CRM and integrate them with the external application seamlessly.
Related Articles
Working with Widgets
Widgets are components that bring additional functionality to your CRM. Set up widgets in your CRM to incorporate various external services and make them work in CRM. Currently Zoho CRM supports 4 types of Widgets. They are the ones which are added ...
Install CLI - Widgets
Zet is a command line interface that helps developers build and package widgets in Zoho CRM. CLI is Command Line Interface, which is a text-based interface that is used to operate softwares by typing commands into the interface and receiving a reply ...
Python SDK - An Overview
Python SDK offers a way to create client python applications that can be integrated with Zoho CRM. This SDK makes the access and use of necessary CRM APIs with ease. In other words, it serves as a wrapper for the REST APIs, making it easier to use ...
Automation - Overview
In business, there are numerous everyday activities and processes that need to be done and when automated will save time and effort. For example, a sales manager may be required to assign the leads to various sales reps based on certain criteria. ...
Mobile SDK for Zoho CRM - An Overview
Mobile software development kits (SDKs) are sets of tools that facilitate the creation of various mobile applications, be it simple ones that can be created in minutes or the complex ones that have a lot more functionalities. An SDK lets businesses ...