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Your everyday Excel becomes a new gateway to Zoho CRM.

Get, edit, and send — right on your Excel sheet

Section titled “Get, edit, and send — right on your Excel sheet”

Get

Press “Get List” and your Zoho CRM data appears on the sheet.

Edit

Edit with the Excel you already know. Pick list values and dates from drop-downs and a calendar.

Send

Select the rows you changed and press the button. You can review what will be sent first.