Resume Demo
Digits CRM
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Add Client Go →
Create a new client with full details including company name, contact info, and assignment.
📋
View Details Go →
Click any client row to view complete profile, documents, invoices, and projects.
📄
Documents Tab Go →
Manage client documents with expiry tracking and compliance alerts.
📊
Pipeline View Go →
Track leads through stages: New → Qualified → Proposal → Won/Lost.
💰
Lead Value Go →
Each lead shows potential deal value for revenue forecasting.
👤
Lead Assignment Go →
Assign leads to team members for clear ownership and tracking.
📅
Document Expiry Go →
See all client documents with upcoming expirations and compliance deadlines.
🎨
Custom Reports Go →
Build reports by drag-and-dropping fields from any module — no coding needed.
📈
Export & Schedule Go →
Export reports to Excel or schedule them to email automatically.
Zoho CRM Integration
Marketplace
Digits — Demo
Company
Not configured. Enter your Zoho CRM API credentials below to get started, or use the File Import tab to import a CSV directly.
API Credentials
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Field Mappings
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Zoho Field CRM Field Active
No mappings yet. Connect to Zoho CRM to seed defaults, or add rows manually.
Setup Guide
  1. Go to api-console.zoho.com and create a Server-based Application.
  2. Set the Redirect URI to:
    https://crm.digitsonline.com/zoho-crm-leads/callback
  3. Copy the Client ID and Client Secret and paste them on the left.
  4. Select your Zoho region (must match your CRM account region).
  5. Click Save Settings then Connect to Zoho CRM.
  6. Approve the permissions in Zoho — you'll be redirected back automatically.
  7. Use Sync Now for an immediate pull, or enable daily auto-sync.

Scopes requested:

ZohoCRM.modules.leads.READ, ZohoCRM.settings.fields.READ

Deduplication:

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Recent Jobs
No import jobs yet.
Import Zoho CRM Leads
Download Template

Upload a CSV or Excel file exported from Zoho CRM. Standard Zoho export headers are auto-mapped. Any unrecognised column can be manually assigned below.

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How to Export from Zoho
  1. Open Zoho CRM and go to Leads module.
  2. Click (More options) → Export.
  3. Choose Export as CSV or Excel.
  4. Select All fields or at least the standard fields.
  5. Download the file and import it here.

Auto-mapped columns:

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Record Id First Name Last Name Company Email Phone Mobile Website Lead Source Lead Status Description Street City State Zip Code Country Annual Revenue

Deduplication:

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