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AppiWorks for Zoho CRM
AppiWorks is an iPaaS/aPaaS platform that enables you to connect to any application, perform actions, and automate your process flow. It's an all-in-one tool for building an automation solution for your business by integrating with all your necessary applications.
AppiWorks for Zoho CRM is an extension that brings AppiWorks' platform integration and automation capabilities directly into the Zoho CRM application.
The world is moving towards automation. As they say nowadays, "Every business is a software business." This simply means every modern business in today's world needs a bunch of software to run. In addition, businesses need this software to be able to work together to achieve business goals. But classic integration to make all this software work in rhythm requires some tedious, energy-draining automation development work.
Businesses using Zoho CRM are no different. They use other productivity, communication, datastore, accounting, etc. applications and need to integrate them with Zoho CRM to interoperate data and functionalities. This could range from exporting, importing, and visualizing contextual data to performing downstream application actions.
AppiWorks for Zoho CRM is an in-app extension that brings out the capabilities of AppiWorks intelligent integration and automation platform right inside the Zoho CRM application. Here are some things you can do with this integration:
Connect with the necessary external applications and automate business processes across Zoho CRM and those applications.
Orchestrate automatic exporting or triggering actions on external applications.
Custom select the modules and records to be exported to applications.
Import the external application's data right inside the Zoho CRM dashboard.
Visualize the records before importing with the ability to filter and choose.
Visualize the external application's data right inside the Zoho module’s widget.
AppiWorks for Zoho CRM brings in no-code integration and automation benefits for every user of Zoho CRM for all their integration needs.
Avoids context switching to implement integration and automation.
Reduce human efforts and eliminate any human errors in integration and automation orchestration.
Support bulk operations such as creating and updating records right inside Zoho CRM using data from external sources.
Get a comprehensive visual progress of each operation with clear status and messages.
Stepped and guided service configuration with automatic mapping of fields reduces the effort needed to set up complex integrations.
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