Zoho and Glances: Your Key to View Real-time CRM Data in Any App
Access Zoho CRM data when and where you need it, using Glances
Marketed as the “gold standard in customer relationship software” for growing businesses, Zoho CRM is a fully-customizable solution with a large selection of integrated apps. This popular software is part of Glance’s evolving lineup of connectable CRMs: Salesforce, HubSpot, Pipedrive, SugarCRM, SuiteCRM, SpiceCRM, Freshworks CRM, Nutshell, Close, and more to come!
If you currently use Zoho CRM, you can accomplish more during your workday with the ability to view your CRM data while working in any app outside of Zoho, all made possible by the Glances no-code integration platform. Glances also empowers you to work in your other business apps like Mailchimp, Asana, QuickBooks, Slack, or any tool in your SaaS stack to view your customer insights. Whether for viewing information related to your contacts or daily workload, Glances helps you effortlessly see the big-picture data you need across multiple apps, in real time.
Snapshot of what Zoho data you can see
When Zoho is connected to Glances, you can effortlessly glance at the data categories below within any app, platform, or webpage you are working in. Need to see a specific view or data set? Contact our team to discuss custom options for your business.
- List of Zoho Contact's Activities
- Single Zoho Contact Details
- Zoho Contact's Account Details
- List of Zoho Contact's Deals
- List of Zoho Contact's Invoices
- List of Zoho Contact's Cases
- List of Zoho Contact's Sales Orders
- List of Zoho Contact's Purchase Orders
- List of Zoho Contact's Products
- List of Zoho Contact's Quotes
- List of Zoho Contact's Documents
- List of Zoho Contact's Available Modules
- Zoho Contact Custom Module
- Zoho Today’s Activities
- Zoho Upcoming Invoices
- Zoho My Open Deals
3 immediate ways to view Zoho CRM data using Glances
Glances acts as your go-to hub for viewing customer insights and personal tasks across all apps, unifying your once-siloed information so you can feel more organized, crush productivity, and get back in control of your workday goals. Below are the major pathways for using Glances to access your Zoho contact data and more from various apps and platforms in one simplified view:
1. By Browser
Once the Glances browser extension is installed and you have connected your favorite apps, there are a few ways to access the data you need:
✔️ Click the Glances widget in the corner of the page to begin a manual search or view your upcoming tasks.
✔️ Click on any Glancey-stamped email address on any webpage you are viewing to see related data.
✔️ Try Glances Highlight and Search to auto-search by name, email, order numbers, and more criteria.
✔️ Use the My Daily Glances tab to view your personal tasks across apps: scheduled meetings, to-dos, and more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just Zoho CRM
You already depend on Zoho CRM every day for managing your customer relationships, but we realize you likely spend a lot of time in other platforms important to your job. Whether you use Crisp, Shopify, Airtable, Google Drive, or any other combo of popular applications, we understand that finding both personal tasks and customer insights within various systems is a huge, time-consuming struggle. Glances brings your favorite online apps together, securely showing your data in a single view from whatever app you are using.
Integrate Zoho CRM with all your favorite apps, using Glances
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect Zoho CRM when you are logged in to your Glances account, or check out our Zoho App Marketplace listing here.
More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.