Enroll Zoho leads or contacts into a Salesgear sequence directly from Zoho CRM â individually or in bulk, no exports.
đ Before you begin
Install the Salesgear Chrome extension.
đ Add a single lead or contact
Log in to Zoho CRM and open a lead or contact.
Click the Salesgear Add to Sequence icon.
Select a sequence, review the mapped fields (fill in anything missing), and confirm.
đ Add in bulk
Go to Leads or Contacts in Zoho CRM and select multiple records (or select all).
Click the Salesgear Add to Sequence icon.
Choose the sequence, review the mapped fields, and confirm.
Salesgear lets you know if a contact is already in that sequence.