Creditsafe Connect
Creditsafe extension for Zoho CRM – integrate & automate your credit checks in Leads & Accounts
Connect your creditsafe account with Zoho CRM for fast credit ratings
The Creditsafe extension for Zoho CRM allows you to run credit ratings for your Leads and Accounts without leaving your CRM. Transfer company details and credit rating information and get an optional credit report PDF for the associated record. You will need the creditsafe Connect API set up to use this extension – contact your creditsafe Account Manager to arrange a free trial before installing this extension.
Easily connect your creditsafe & Zoho CRM accounts to transfer credit information between them
Choose the creditsafe regions you wish to access via the extension
Search for and select a Company and perform a credit rating via a widget in Zoho CRM Leads and Accounts modules
Transfer credit ratings and other key Company details from Creditsafe to Zoho CRM
Download a complete Creditsafe PDF report which is attached to a Lead or Account
How it works?
Install Extension
Zoho Creditsafe Extension
- Install the extension from the marketplace
- Agree to the Terms of Service and authorise the installation
Zoho Creditsafe Settings
- Choose which users will have access to use the extension
- In the Extension Settings – enter your creditsafe username and password and choose the regions you wish to access.
- Then click Save.
Admin Setup Step 1
- Create a section in Leads and Accounts modules for your Creditsafe fields and arrange them in there
Admin Setup Step 2
- Check your Lead conversion mapping
Admin Setup Step 3
- Create a section in Leads and Accounts modules for your Creditsafe fields and arrange them in there
Admin Setup Step 4
- Start using your creditsafe extension in your Leads and Accounts
No Permissions Error
If you are receiving ‘No Permission’ error when attempting to access the Creditsafe application ask your admin user to enable permission on your account.
To do this they will need to:
Do this
- Navigate to the Creditsafe plugin settings in the Marketplace installed extensions and select ‘Configure’
- Select ‘Change Permission’ and ‘Manage Profile’
Then this
- Start using your creditsafe extension in your Leads and Accounts
Uninstall Extension
- Uninstalling the extension will also remove all the data associated with it
- The custom fields will be removed completely
- The only fields which will remain are any of the standard Zoho fields i.e. Company / Account Name
- If you want to retain any of the data, we recommend you create a report and export the data
Frequently asked questions
What are the system requirements?
You will need an active Creditsafe account with the Connect API set up and appropriate credentials to connect your CRM with this extension. Note that the Connect API has different logins to your usual Creditsafe account. Contact your Account Manager for assistance with this.
How long will it take to setup?
It should take you no longer than 5 mins to install the add-on and then a further 5-10 mins to update your Leads and Accounts layout and Lead Conversion mapping.
How much does it cost?
You can start with a 10 day free trial and then subscribe to the paid plan. AU$21.15 per month or AU$253.80 per year.