Zoho Lead to Vendor Conversion

Creating a New vendor & Contact and Transferring the Relevant Data from a Specific Lead from the Leads Page is More Than Easy

Converting and mapping the data from the specific leads of the lead layout helps you keep the existing lead’s information into your newly created vendors and contacts
We have two versions of this Zoho Lead 2 Vendor extension: Basic and Advanced. Check out the comparison table below to see their differences by clicking here.

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Lead to vendor

Why Do We Need a Lead to Vendor Plugin?

Converting a lead into a potential and viable contact, aka deal, is a no-frill feature of the Zoho CRM, allowing you to potentiate your sales, as well as profit. However, the vendor is another indispensable feature without which you cannot maximise the return on investment. Only a successful vendor can supply you with the probable manufacturers and let you access the supply chain providers and resources like resellers, etc.

Unfortunately, this feature of creating the vendor and, in turn, mapping the pertinent data inside those vendors and contacts don’t come by default. Therefore, manually setting the sheer number of vendors and navigating the corresponding attributes will cost you a lot of time, minimising productivity with the gruelling task of entering the information. Hence, you need an extension that will automate the process of creating the new vendors and contact straight from the lead page. Lead to Vendor is a burning example of that.

This extension offers you three critical attributes which the vendor prioritises the most; 1) Activities, 2) Notes, & 3) Attachment. The conversion option within the settings allows you to select whether or not you wish to send them to the contacts or vendors with just a few clicks. This extension comes in two forms – 1) Basic and 2) Advanced. Check out their comparison table below to get insight into their differences and unique features.

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What Features are Expected from Both Basic & Advanced Versions?

Monthly Yearly

Basic

$500USD
  • Convert a lead into their corresponding fields within the vendor and contacts module automatically from the Zoho CRM lead page with a single click on the “Convert to Vendor” widget. After the conversion, that lead will be deleted automatically from the lead module

Advanced

$1000USD
  • Convert a lead into their corresponding fields within the vendor and contacts module automatically from the Zoho CRM lead page with a single click on the “Convert to Vendor” widget. After the conversion, that lead will be deleted automatically from the lead module
  • Option to create a new vendor & contact or map a lead in the existing vendor & contact
  • You can select whether or not the activities, notes and attachments of that particular lead should go into their corresponding vendor or contact
  • The field mapping option enables you to select more data from a range of leads fields and accelerates their mapping into the contact and vendor modules from the lead module

Basic

$5400USD
  • Convert a lead into their corresponding fields within the vendor and contacts module automatically from the Zoho CRM lead page with a single click on the “Convert to Vendor” widget. After the conversion, that lead will be deleted automatically from the lead module

Advanced

$10800USD
  • Convert a lead into their corresponding fields within the vendor and contacts module automatically from the Zoho CRM lead page with a single click on the “Convert to Vendor” widget. After the conversion, that lead will be deleted automatically from the lead module
  • Option to create a new vendor & contact or map a lead in the existing vendor & contact
  • You can select whether or not the activities, notes and attachments of that particular lead should go into their corresponding vendor or contact
  • The field mapping option enables you to select more data from a range of leads fields and accelerates their mapping into the contact and vendor modules from the lead module
how to integrate lead to vendor

How to Integrate

Our in-depth compilation of the integration process will help you install and activate this massively demanding extension in a few minutes. Take a glimpse at our thorough step-by-step installation process and follow the guideline as per instruction.

See it in Action

Our less than 3 minutes video tutorial will guide from all the way from installation to its application to show you how the Zoho CRM convert leads to contact.

Create the new vendors and contacts to automatically transfer your notes, activities and attachments along with other field-mapping options by a single click from the lead page.

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About Us

About Us - SaasPlugin

SaasPlugin has been offering the most tailored Zoho CRM solutions to a wide range of clients across a diverse range of businesses for more than a decade. With a team of highly experienced software engineers with hands-on expertise, we develop the most cost-effective Zoho plugins and extensions suited to your regularly used contemporary Zoho extensions and third-party apps. Our primary focus is to automate your Zoho CRM and other existing Zoho plugins so that you can effectively maintain your business and day-to-day routine without involving manual operation. As an advanced partner of Zoho, we are committed to building a good rapport with our customers and achieving the highest level of customer satisfaction with our unique, flawless and easy-to-use plugins.

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