Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your CRM account, in just a single click. Here are some examples where custom links in Zoho CRM can be used:

  • Accessing Twitter profiles of your contacts: All the contacts in your account can have a field where you specify their Twitter ID. By creating a link for Twitter, you can directly go to the contact's twitter profile in a single click. Example: The link can be: https://twitter.com/#!/${Contacts.Twitter ID}
  • View maps: Zoho CRM provides the Locate Map option to view the address of the contacts in Google Maps. If you want to view the address location using some other applications, then you can define a link.

Note

  • The administrators and users with 'Customize Zoho CRM' permissions in their profile can define links and set access permissions for them.
  • Users will be able to access the links in their account only if they have the permissions to do so. These permissions can be defined under Set Permissions section by users who have 'Customize Zoho CRM' permissions in their profile while creating the links.

For a step-by-step guide to creating Links in Zoho CRM, check out this Zoho Knowledgebase article.

Here a re a few Links we regularly use;

LEADS MODULE:

Label: Search for Contact
Description: Search for the Contact in Google
URL: http://www.google.com/search?q=${Leads.First Name} ${Leads.Last Name} ${Leads.Designation} ${Leads.Company}

Label: Search for Company

Description: Search for Company in Google

URL: http://www.google.com/search?q=${Leads.Company} ${Leads.Country}

Label: LinkedIn Company Search

Description: Search LinkedIn for Company

URL: https://www.linkedin.com/vsearch/f?type=all&keywords=${Leads.Company}

Label: Search DueDil

Description: Search for Company in DueDil

URL: https://www.duedil.com/search/companies?name=${Leads.Company}

Label: Irish Times Top 1000

Description: Search for Company in Irish Times Top 1000 Irish Companies

URL: http://www.top1000.ie/companies/search?keywords=${Leads.Company}


ACCOUNTS MODULE

Label: Search for Company

Description: Search for Company in Google

URL: http://www.google.com/search?q=${Accounts.Account Name}

Label: LinkedIn Company Search

Description: Search LinkedIn for Company

URL: https://www.linkedin.com/vsearch/f?type=all&keywords=${Accounts.Account Name}

Label: Search DueDil

Description: Search for Company in DueDil

URL: https://www.duedil.com/search/companies?name=${Accounts.Account Name}

Label: Irish Times Top 1000

Description: Search for Company in Irish Times Top 1000 Irish Companies

URL: http://www.top1000.ie/companies/search?keywords=${Accounts.Account Name}


CONTACTS MODULE

Label: Google Contact Search

Description: Search for the Contact in Google

URL: http://www.google.com/search?q=${Contacts.First Name} ${Contacts.Last Name} ${Contacts.Account Name} ${Contacts.Vendor Name}

Label: LinkedIn - Contact

Description: Search for the Contact in LinkedIn

URL: https://www.linkedin.com/vsearch/f?type=all&keywords=${Contacts.First Name} ${Contacts.Last Name} ${Contacts.Mailing Country}