How to use 𝗔𝗕𝗡 𝗲𝘅𝘁𝗲𝗻𝘀𝗶𝗼𝗻 𝗳𝗼𝗿 𝗭𝗼𝗵𝗼 𝗖𝗥𝗠? 🤔 Can I import info from ABN Lookup directly into Zoho CRM? 𝗬𝗲𝘀— in this video by SaasPlugin, you will learn how to use ABN Lookup Zoho CRM integration and check the business’s validity through ABN or ACN details. 👍

ABN lookup integration works in two different modules— Accounts and Vendors. With this tool, you can check and verify any Australian business’s data to ensure you are dealing with a legitimate company. Besides, this tool saves you from manually importing business data in just a few clicks! 🤳

✔️ To use this plugin, first, go to the Accounts inside your CRM to use this plugin. Then click on the edit button next to the accounts you want to work on or sync data with.

✔️ From the window, click on Lookup ABN data from the window's top right corner. A pop-up window will appear from where you can choose any of the displayed options (𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗡𝗮𝗺𝗲, 𝗔𝗕𝗡, 𝗔𝗖𝗡) to find out the information about the business. Click on the Update CRM button at the bottom to sync your CRM and ABN Lookup.

Now, let’s see how to tweak the settings. ➡️

✔️ To have the plugin working, you must align the setting according to your CRM and business needs. It includes date formatting and the field you want to look into.

𝗔𝗻𝗱 𝘁𝗵𝗮𝘁’𝘀 𝗶𝘁. You are now ready to use the ABN extension for Zoho CRM without any issues. 👍


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