Oten Tecnologia
Oten Tecnologia

Consulta Receita Federal for Zoho CRM

Created solution, which allows the verification of CNPJ and CPF information of registered potential customers and current customers.

Consulta Receita Federal
for Zoho CRM

Created solution, which allows the verification of CNPJ and CPF information of registered potential customers and current customers.

Try it for free
Main features
  • It provides integration with services that make it possible to consult the data of people and / or companies, through the CPF and / or CNPJ.
  • Data such as Address, Telephone, E-mail among others are easily updated in seconds by making an instant query on the server containing the information from the IRS.
  • Easy to set up and use

Main features
  • It provides integration with services that make it possible to consult the data of people and / or companies, through the CPF and / or CNPJ.
  • Data such as Address, Telephone, E-mail among others are easily updated in seconds by making an instant query on the server containing the information from the IRS.
  • Easy to set up and use

Check below how the extension works

Check below how the extension works

Available data query services:
SERPRO- Federal Data Processing Service

Installing and using the extension

Step 1

Step 1

Accept the extension terms of use

Step 2

Step 2

Define the extension users

Step 3

Step 3

Choose a plan or start a free trial

Step 4

Step 4

Click at settings

Step 5

Step 5

Select SERPRO service

Step 6

Step 6

Enable the integratios and paste the service provided keys

Step 7

Step 7

Select the matching fields of each module

Step 8

Step 8

Select the fields you want the extension to update

Step 9

Step 9

Fill the CPF or CNPJ field and click at "Consult receita" button

Step 10

Step 10

Click at "Consult receita" button

Step 11

Step 11

Confirm the fields you want the extension to update

Required fields to use the extension

To use the extension it is necessary to have some fields in the CRM, they are:
Leads: CNPJ (Text), CPF (Text)
Accounts: CNPJ (Text)
Contacts: CPF (Text)

How to create the required fields

Step 1

Step 1

Go to settings

Step 2

Step 2

Click on "Modules and Fields"

Step 3

Step 3

Click on the Leads module and "Layout"

Step 4

Step 4

Choose the layout

Step 5

Step 5

Customize the text field to place the CPF and CNPJ

Step 6

Step 6

The CPF and CNPJ fields must be like this

Step 7

Step 7

Do the same process in the "Leads", "Contacts" and "Accounts" modules

Step 8

Step 8

In the "Contacts" module, create the "CPF" field

Step 9

Step 9

In the "Accounts" module, create the "CNPJ" field

Step 10

Step 10

Go back to "Modules and fields" and in the "Leads" module click on "Conversion Mapping"

Step 11

Step 11

Map the CNPJ field to Account and the CPF field to Contacts

I want to install now

I want to install now

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(Atendemos todo 

Brasil + Portugal)


Unidade 1

R. José Versolato, 111 - Bloco B - Cj. 715 - Centro, São Bernardo do Campo - SP, 09750-730

Telefone: +55 (11) 2381-7511

Unidade 2 

R. das Orquídeas, 737 - Torre Business - Cj. 405 - Jardim Pompeia, Indaiatuba - SP, 13345-040

Telefone: +55 (19) 4042-1048

Unidade 3

Rod. José Carlos Daux, 4150 - Salas 1 e 2 - Saco Grande, Florianópolis - SC, 88032-005

Telefone: +55 (48) 3380-9935

Unidade 4

Tv. Pedras Negras 1, 1.º Direito, 1100-404 Lisboa, Portugal

Telefone: +351 21 145 1342

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