What it is
CRM records and pipeline. Not self-serve yet.
Not a self-serve connection yet. A file, Microsoft 365, or Google is enough to start.
What it can do
Not a self-serve connect yet.
You will not see a working Connect button in the product.
Use the export.
Upload the list. Ask from the rows.
A task write comes later, with approval.
Nothing writes to the EHR.
What you can ask
- Read this Zoho export.
- Which leads in the file have no next step?