Comprehensive CRM Automation
Connect Zoho CRM and the broader Zoho ecosystem with intelligent automation. Manage leads, deals, and customer relationships with AI-powered workflows that span your entire Zoho stack.
Powerful automation capabilities to transform how you use Zoho CRM.
Automate lead capture, scoring, assignment, and nurturing across all your lead sources.
Move deals through stages automatically based on activities, with task creation and notifications.
Connect Zoho CRM with Zoho Books, Campaigns, Desk, and other Zoho products seamlessly.
Extend Zoho CRM with custom functions for complex business logic and integrations.
Real-world automation workflows you can implement with Zoho CRM.
Web form → Create lead → Score → Assign to rep → Start nurture sequence
Deal won → Create customer → Generate invoice → Trigger onboarding
Support ticket → Update CRM activity → Alert account manager
Campaign engagement → Update lead score → Move to next segment
Custom function → Complex calculation → Update related records
Scheduled → Sync external data → Update CRM records → Generate report
See how businesses are using Zoho CRM automation to drive results.
Capture leads from web forms, social media, and third-party sources with automatic CRM creation.
Automate the flow from Zoho CRM quotes to Zoho Books invoices when deals close.
Sync CRM data with Zoho Desk for context-aware customer support.
Keep Zoho Campaigns synchronized with CRM segments for targeted marketing.
Common questions about our Zoho CRM integration.
Yes, we integrate with all major Zoho products including CRM, Books, Desk, Campaigns, People, and more. We can create cross-product automations spanning your entire Zoho stack.
Zoho Flow is good for simple Zoho-to-Zoho automation. We add more sophisticated logic, non-Zoho integrations, and AI capabilities beyond what Flow provides natively.
Yes, we integrate with custom Zoho Creator applications, extending your custom apps with automation and external integrations.
We work with custom modules, fields, layouts, and blueprints. Your Zoho customizations are fully supported in our automations.
Yes, we can incorporate Zoho's Zia AI predictions and recommendations into automated workflows, enhancing automation with AI insights.
Other integrations that work well with Zoho CRM
Let's set up your Zoho CRM integration and start automating your workflows today. Schedule a free consultation to get started.