Batchbook

Use Zoho Flow to integrate Batchbook with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect Batchbook with your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt Batchbook integration flows to get started

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Didn't find the Batchbook integration you are looking for? Create one yourself.

Batchbook supports following triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggered when you add a new person.

New Company

Triggered when you add a new company.

New User

Triggered when you add a new user.

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All Actions - Action are the automated tasks

Create Company

Adds a new company

Create Person

Adds a new person.

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    What is Batchbook?

    Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

    Categories : CRM

    What is Zoho Flow?

    Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

    Access Zoho Flow

    Testimonial

    Owain ap ReesSales Director, Artico

    “It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it!” Know more

    Watch Zoho Flow in action

    Advanced tools to help you build complex workflows in minutes

    Webhooks

    Use the webhook trigger to receive data from a wide range of services in multiple formats, including JSON, form data, and plain text.

    Schedules

    Execute actions automatically at specific times every day, or on a particular day of every week, month, or year.

    Decisions

    Include if/then branches to have your workflows carry out different sets of tasks based on the conditions you specify.

    Delays

    Set time delays between any two actions in your workflow. Stall actions for hours, days, weeks, or even until a specific date.

    Custom functions

    Write simple scripting functions to format data, call web APIs, send emails, and more.