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Zoho Creator
Zoho CRM
Working together
Zoho CRM is where your sales journey begins, capturing leads, tracking deals, and strengthening customer relationships. But every business has its own rhythm, and that’s where Zoho Creator comes in. Think of it as the engine behind your CRM, letting you design workflows, apps, and automations that mirror your unique way of working.
With Zoho Creator, you can build a comprehensive ERP that integrates with Zoho CRM to turn your data into momentum by automating approvals, notification reminders, and payments to streamline your business processes. Together, CRM and Creator don’t just manage your sales; they build an ecosystem that’s connected, adaptable, and built to last.
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How can Zoho CRM customers benefit from Zoho Creator?
Zoho CRM helps you manage leads, deals, and customer relationships from a single place; but most businesses need more than what standard pipelines and dashboards offer. That’s where Zoho Creator comes in, giving you the freedom to build custom apps for various use cases, automate unique workflows, and unify data across systems. Together, they shape a wholistic experience that’s built around your business. Here’s how this integration can help you:
Cross-functional teams
Zoho Creator helps extend CRM data and workflows beyond the sales team, empowering cross-functional collaboration. Marketing can track campaign performance, Finance can automate invoicing and approvals, and Operations can manage fulfilment all using Creator apps connected to your CRM. This ensures every department works with real-time data, reduces silos, and accelerates decision-making across the organization.
External stakeholders
Zoho Creator allows CRM customers to build custom apps for external stakeholders, like partners, distributors, and vendors, tailored to their unique processes and branding. Beyond this, Creator also supports white-labelled portals for secure collaboration and native mobile apps, ensuring stakeholders can access and interact on the go. From sharing order updates and invoices to submitting claims or support requests, Creator enables seamless two-way interaction. This builds trust, improves transparency, and reduces dependency on back-and-forth emails or manual updates.
Across industries
Every industry has unique requirements that a standard CRM alone may not address. With Zoho Creator, CRM customers can build tailor-made applications, whether it’s a loan approval tracker for BFSI, franchise management for retail, or warranty tracking for manufacturing. The flexibility of low-code ensures CRM becomes a core system adaptable to diverse industry needs.
What can you build on Zoho CRM and Zoho Creator
Credit approval management
Integrate Zoho CRM with Creator to automate credit approvals by leveraging customer profiles, financial history, and deal data stored in your CRM. Loan applications captured in Creator can automatically trigger eligibility checks based on CRM data, followed by multi-level approval workflows. This reduces manual errors, speeds up decision-making, and provides complete visibility into each application.
Order processing and fulfilment
Connect CRM deals and customer details with a Creator-powered order system to manage the entire fulfilment cycle, from order confirmation to delivery. Automate key steps, like order creation, inventory checks, payments, and shipping updates, while reducing manual touchpoints. With real-time notifications, both teams and customers stay informed, ensuring faster processing and smooth, on-time deliveries.
Custom commission tracker
Build a commission tracker that pulls deal values from Zoho CRM. Automate rules, track payouts, and generate reports to ensure accuracy and transparency, and motivate sales teams.
Customer loyalty program tracker
Integrate CRM purchase and engagement data with a Creator app to manage loyalty programs. Automatically assign points or rewards, let customers track their benefits, and enable teams to launch tier-based campaigns boosting retention and customer lifetime value.
Installation, maintenance, and repair tracker
Combine CRM data, like customer details, asset information, warranty status, and past service history, with Creator workflows to manage service requests, schedules, and repairs in one place. When a request is logged, Creator can automatically allocate technicians based on region, skill, or availability, update service timelines in Zoho CRM, and notify customers in real time. This ensures efficient resource management, reduces downtime, and improves customer satisfaction.
Franchise management system
Use Creator with your CRM to oversee multi-location franchises. Track sales, compliance, and performance while maintaining brand consistency. Real-time dashboards give both owners and HQ better visibility and control.
Mortgage tracker
Integrate CRM profiles, such as customer demographics, income details, credit history, and existing loan information, with a Creator app to automate mortgage applications. Capture applicant data, run eligibility checks against stored CRM information, manage required documents, and track repayments. This ensures compliance, improves efficiency, and gives complete visibility across the loan lifecycle.
Spend/ROI tracker
Develop a custom Creator app that integrates CRM campaign and deal data to deliver real-time ROI analysis. Configure dynamic dashboards segmented by channel, region, or product line, and track marketing and sales expenditure against generated revenue. With role-based access and automated reporting, business leaders gain actionable insights to optimize budgets and maximize returns from the most profitable channels.
Property management
Combine CRM lead and tenant data with Creator workflows to manage listings, agreements, maintenance, and payments. Property managers gain real-time insights while tenants benefit from faster service and clear communication.
Claims tracker
Connect Zoho CRM cases with a Creator app to automate claims intake, validation, and approvals. Track SLAs, keep customers updated, and resolve issues faster, building trust and improving service efficiency.
Warranty tracker
Integrate CRM purchase data with a Creator warranty tracker to manage registrations and claims. Automate starting/ending tracking, service requests, and expiry reminders, boosting satisfaction and creating upsell opportunities.
Earlier we were using paper-based forms, where users would submit approvals manually. After implementing Zoho Creator, they just need to fill in the forms and submit it to the approvers directly. This also meant a reduction in time spent, as the approvers are notified promptly, as soon as the form has been submitted.
— Jessica Lum
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Frequently Asked Questions
Why should I use Zoho Creator with Zoho CRM?
Zoho CRM is designed to manage customer relationships, but every business has unique workflows that go beyond sales. Zoho Creator extends your CRM with custom apps, automated workflows, and reporting, enabling you to manage end-to-end processes like credit approvals, order fulfilment, or warranty tracking, without switching between multiple tools.
Do I need coding skills to build apps on Zoho Creator?
Zoho Creator is a low-code platform that allows you to design and launch applications with drag-and-drop components. For advanced customizations, minimal scripting (Deluge) is available, but most apps can be built and deployed quickly without requiring deep technical expertise.
Can Zoho Creator apps integrate seamlessly with Zoho CRM data?
Yes. Zoho Creator connects natively with Zoho CRM, so you can push or pull customer, deal, and product data directly. This ensures data consistency across platforms and gives teams a single source of truth while extending CRM functionality to cover more business processes.
What kind of businesses benefit most from using Zoho CRM and Zoho Creator?
Any business with processes that extend beyond traditional CRM functions can benefit. Industries like BFSI, retail, manufacturing, real estate, and services use Creator to manage credit approvals, loyalty programs, franchise operations, claims processing, and more, making their CRM a hub for all customer and operational workflows.
How secure is the integration between Zoho CRM and Zoho Creator?
Security is built into both platforms. Zoho Creator follows enterprise-grade compliance standards with role-based access, audit logs, and encrypted data transfer. When integrated with Zoho CRM, you can control who accesses specific data and ensure that customer and business information remains safe, compliant, and transparent.