Use Zoho Flow to integrate Zoho CRM with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.
CONNECT
Connect Zoho CRM with your apps and move data seamlessly
AUTOMATE
Automate redundant manual tasks and save your precious time and effort
ORCHESTRATE
Orchestrate your business process by integrating the apps you use efficiently
Explore prebuilt Zoho CRM integration flows to get started
Turn new 123FormBuilder submissions into Zoho CRM contacts
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Add contacts from bexio to Zoho CRM
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Create Zoho CRM tasks for new invoices in Chargify
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Add Contact Plus contacts as leads in Zoho CRM
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Create Zoho CRM leads for new subscribers in Mailjet
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Create Zoho CRM accounts for new accounts in Outreach
Use this flowCreate Zoho CRM calls when calls are created in Outreach
Use this flowCreate Zoho CRM contacts for new prospects in Outreach
Use this flowUpdate Zoho CRM accounts for account updates in Outreach
Use this flowUpdate Zoho CRM contacts when prospects are updated in Outreach
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Create Zoho CRM deals and send notifications in Cliq when quotes are sent through Quotient
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Create Zoho CRM events for new bookings in ScheduleOnce
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Create Zoho CRM campaigns for new events in Zoho Backstage
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Create Mixpanel profiles for new contacts in Zoho CRM
Use this flowCreate Outreach accounts for new accounts in Zoho CRM
Use this flowCreate Outreach prospects for new Zoho CRM contacts
Use this flowUpdate prospects in Outreach when a Zoho CRM contact is updated
Use this flowUpdate prospects in Outreach when Zoho CRM leads are updated
Use this flowCreate prospects in Outreach for new Zoho CRM leads
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Create contacts in Zoho Books for new leads in Zoho CRM
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Invite users to Zoho Sites when they're added to Zoho CRM.
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Place note in Zoho CRM and receive Cliq notification when a contact unsubscribes in ActiveTrail.
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Add new Zoho CRM contacts to Aircall
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Add new Zoho CRM contacts to Alegra
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Copy Zoho CRM contacts to Autopilot
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Create Campaign Monitor subscribers for new leads in Zoho CRM
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Create subscribers in CleverReach for new Zoho CRM contacts
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Create ConvertKit subscribers for new leads in Zoho CRM
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Create Easy Projects activities for tasks in Zoho CRM
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Copy Zoho CRM contacts to FreeAgent
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Create Hive messages for new tasks in Zoho CRM
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Add new Zoho CRM contacts to Klaviyo
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Create Subscribers in MailerLite for new leads in Zoho CRM
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Add Zoho CRM contacts to a specific list in Mailgun
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Add Zoho CRM contacts to QuickBooks
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Create SendinBlue contacts for new contacts in Zoho CRM
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Send Slack messages when Zoho CRM deals reach a specific stage
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Create time entries in TimeCamp for new Zoho CRM tasks
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Add new Zoho CRM users to TSheets
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Create rows in Zoho Analytics for new Zoho CRM leads
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Create rows in Zoho Sheet for closed Zoho CRM deals
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Create leads in Zoho CRM and subscribers in MailChimp from Zoho Form responses.
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Update deal stage in Zoho CRM when a document is marked as complete in Zoho Sign
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Create a module entry in Zoho CRM when a signed document is uploaded to Zoho WorkDrive
Use this flowDidn't find the Zoho CRM integration you are looking for? Create one yourself.
Popular integrations
123FormBuilder
123FormBuilder is an online form builder that comes with custom features and integrations. You can define form fields, translate fields and instructions, and also build quizzes and surveys. Category : FormsBexio
Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more. Category : AccountingChargify
Chargify is online billing software that offers subscription management, flexible automated billing, and tools to ensure revenue retention and secure financial processing. Category : Payment Processing, Payment Processing, Popular, Subscription ManagementContacts+
Contacts+ is a contact management application that lets you sync data across accounts, detect duplicate contacts, scan and share business cards and more. Category : Contact ManagementMailjet
Mailjet is an email marketing tool with real-time monitoring and email statistics. You can compare campaigns, segment contact lists, and run multivariate testing. Category : Email MarketingOutreach
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics. Category : CRM, Sales AutomationQuotient
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes. Category : Proposals & InvoicesZoho Cliq
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy. Category : Team Collaboration, Popular, Team Chat, ZohoScheduleOnce
ScheduleOnce is meeting and appointment scheduling software. You can customize bookings, share booking pages, and maintain complete control over your schedule with an approval process. Category : Bookings/ SchedulingZoho Backstage
Zoho Backstage is an enterprise event management tool that lets you design event websites, manage registrations, promote events, and connect with attendees efficiently. Category : Popular, Event Management, ZohoMixpanel
Mixpanel is an online tool that helps you analyze and understand user behaviour. You can track user journeys, improve retention with insights, and visualize data in different ways. Category : Popular, Ads & AnalyticsZoho Books
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense. Category : Popular, Accounting, ZohoZoho Sites
Zoho Sites is a platform for building websites. You can create pages customized to your brand, monitor site traffic with in-built SEO tools, and limit access to certain pages. Category : Websites, ZohoActiveTrail
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters. Category : Popular, Email Marketing, Marketing AutomationAircall
Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more. Category : Phone / SMSAlegra
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time. Category : AccountingAutopilot
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback. Category : Drip Emails, Marketing AutomationCampaign Monitor
Campaign Monitor is email marketing software with smart segments to personalize your emails. You can send marketing and transactional emails, use signup forms to build your audience, and create templates easily with the drag and drop interface. Category : Popular, Email MarketingCleverReach
CleverReach is an email marketing platform with multilingual interface. With features like bounce management and template engine, you can ensure better deliverability. Category : Email Marketing, Marketing AutomationConvertKit
ConvertKit is an email marketing platform. You can organize subscribers, send broadcasts, and increase conversions with personalized emails. Category : Drip Emails, Marketing AutomationEasy Projects
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers. Category : Project ManagementFreeAgent
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently. Category : AccountingHive
Hive is a project management tool with predictive alerts. You can plan tasks with action templates, use Hive forms to collect data for projects, and communicate with your team and external users. Category : Team Collaboration, Project ManagementKlaviyo
Klaviyo is ecommerce marketing software with realtime activity streams. You can create welcome emails based on browsing behaviour, show data blocks only to selected recipients, and segment your audience dynamically. Category : Popular, Email Marketing, Marketing AutomationMailerLite
MailerLite is an email marketing service that lets you customize your content with rich text editor, photo editor, and design templates. You can design forms, track results, define user permissions, and deliver emails concurrently by the recipients' timezones. Category : Email Marketing, Marketing AutomationMailgun
Mailgun is an email service for developers. You can route and forward emails, manage spam, and monitor engagement with analytics. Category : Transactional EmailsQuickBooks
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory. Category : Popular, AccountingSendinBlue
SendinBlue is marketing automation software with contact management and realtime results. You can customize email templates, test deliverability, and track campaign performance. Category : Email Marketing, Marketing AutomationSlack
Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders. Category : Team Collaboration, Popular, Team ChatTimeCamp
TimeCamp is a time management tool that helps you keep track of your goals and billing hours. With automatic away-time detection, filtering, and a real-time dashboard, you can stay focused on your goals. Category : Time TrackingQuickBooks Time
TSheets is time tracking software. You can view real-time reports, build employee schedules to manage payroll, and set up overtime alerts. Category : HR, Time TrackingZoho Analytics
Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports. Category : Dashboards, ZohoZoho Sheet
Zoho Sheet is an online spreadsheet application that lets you create, share, collaborate, and publish spreadsheets from anywhere. You can control access to your sheets, change language preferences, and add visuals to represent your data better. Category : Popular, Spreadsheets, ZohoZoho Forms
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process. Category : Popular, Forms, ZohoMailchimp
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights. Category : Popular, Email MarketingZoho Sign
Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date. Category : Signatures, ZohoZoho WorkDrive
Zoho WorkDrive is an online file management platform for teams. You can share files with teams and stakeholders, keep track of usage reports, and secure folders with restricted access. Category : Popular, Files, Zoho
Acuity Scheduling
Acuity Scheduling is online scheduling software that helps you schedule appointments across varying timezones. You can send customized notifications, set up billing integrations, ensure two-way sync, and embed forms and calendars. Category : Calendar, Popular, Bookings/ Scheduling
Asana
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more. Category : Team Collaboration, Popular, Project Management
Basecamp 3
Basecamp 3 is a project management tool that lets you manage tasks, projects, files, and ideas. You can customize your projects, view detailed reports, bookmark important messages, and make use of Clientside tools when working with clients. Category : Team Collaboration, Popular, Project Management
BigCommerce
BigCommerce is an ecommerce platform that you can use to design and customize your online store. It provides features to set up a global store, drive traffic, convert visitors, and even analyze your business statistics. Category : Premium, Popular, E Commerce
Cliengo
Cliengo provides a chatbot for your website. You can set up the bot on multiple websites, manage contacts, and convert visitors into leads. Category : Contact Management
Constant Contact
Constant Contact is an email marketing software that lets you manage events, create surveys, and even add mobile-responsive coupons. You can track every click, activate autoresponders, manage contacts, and make use of the professional email templates or create your own. Category : Email Marketing, Marketing Automation
Drift
Drift is a conversational marketing platform that allows you to send targeted in-app messages, set up bots to chat with visitors, and get notifications when targeted customers visit the site. Category : Customer Support
Dropbox
Dropbox is a file hosting service that lets you sync your files across devices and collaborate with your team efficiently. You can control permissions at the granular level to ensure security and privacy. Category : Popular, Files
Excel
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs. Category : Popular, Microsoft, Spreadsheets
Freedcamp
Freedcamp is a project management tool that lets you plan with calendars, set goals with tasks, and track ideas and discussions at one place. Category : Project Management
FullContact
FullContact provides identity resolution for better audience insights. This helps you provide personalized customer support, improve the quality of leads, and build better applications. Category : Contact Management
Google Calendar
Google Calendar lets you schedule meetings and events and get reminders about upcoming activities. You can schedule events, invite guests, and customize your calendar to suit your needs. Category : Google, Calendar, Popular
Google Contacts
Google Contacts is an online address book that lets you manage your contacts, and access them from anywhere. Category :
Google Sheets
Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily. Category : Google, Popular, Spreadsheets
Google Tasks
Google Tasks is a task list manager that helps keep track of your daily to-do list and deadlines. You can create tasks, organize them into lists, and add notes and due dates. Category : Google, Popular, To Do Lists
GoToWebinar
GoToWebinar is an online conference and webinar tool. You can plan webinars, track channels that promoted signups, and record webinars to share online. Category : Webinars, Video Calls, Event Management
Hootsuite
Hootsuite is a social media management platform that allows you to schedule posts, filter social conversations by keyword, and measure performance across channels. Category : Popular, Social Media Management
Insightly
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources. Category : CRM, Popular, Project Management, Sales Automation
JotForm
JotForm is online form-building software that supports customization and collaboration. You can change styles, enable auto-fill, add metadata, and show or hide fields based on a user's response. Category : Popular, Forms
LiquidPlanner
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts. Category : Project Management
LiveChat
LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily. Category : Customer Support
MailUp
MailUp is email marketing and SMS delivery software. You can segment contacts, track clicks on your links, and manage different customers, market category, or products in different environments. Category : Drip Emails, Email Marketing
MeisterTask
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress. Category : Team Collaboration, Project Management
Monday
Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment. Category : Popular, Project Management
OneNote
OneNote is a digital note-taking application. You can organize notes, highlight your notes with tags, and share notebooks to collaborate on ideas. Category : Popular, Microsoft, Notes
Pipedrive
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies. Category : CRM, Premium, Email, Sales Automation
Podio
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams. Category : Team Collaboration, Project Management, App Builder
Salesflare
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team. Category : CRM
Salesforce
Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics. Category : CRM, Popular
Shopify
Shopify is an ecommerce platform that lets you build and manage your online store. You can integrate with the payment gateway of your choice, enjoy unlimited bandwidth, and gain insight into your store's performance with accurate reports. Category : Popular, E Commerce
Slybroadcast
Slybroadcast is a voice messaging platform. You can record messages, choose recipients, and schedule voicemails with custom caller ID. Category : Phone / SMS
Teamwork Projects
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently. Category : Project Management
Twilio
Twilio is a platform that lets developers receive and send SMS and voice calls. With message queueing, global numbers, and smart encoding, you can easily set up your communication system. Category : Phone / SMS, Popular
Twitter
Twitter is a social media platform that lets you tweet, retweet, follow people or pages, and search for people and tweets. It lets you use hashtags to categorize and filter, reply to someone's tweet, and more. Category : Premium, Social Media Marketing
Webflow
Webflow is a content management system and web design tool. You can build custom sites, create interactive designs, and optimize content with easy SEO controls. Category : CMS, Websites
Woodpecker.co
Woodpecker.co is a cold email outreach and inbound lead nurturing application. You can connect with prospects via cold emails, set periodic follow-ups until you receive a reply, and track opens and clicks. Category : Drip Emails
Wrike
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream. Category : Team Collaboration, Popular, Project Management
Wufoo
Wufoo is a form builder that lets you customize themes and analyze real-time results. You can use device-responsive templates, accept payments, and collect responses from websites. Category : Forms
YouCanBook.me
YouCanBook.me is an online scheduling tool for customer bookings. You can manage your team's availability, customize notifications, and get paid for bookings. Category : Bookings/ Scheduling
YouTube
YouTube is a video-sharing website where you can enjoy music and videos, upload original content, and share it with everyone. Category : Google, Video, Audio & Images
Zendesk
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers. Category : Popular, Customer Support
Zoho Connect
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work. Category : Team Collaboration, Zoho
Zoho Creator
Zoho Creator is a low-code app development platform that lets you launch custom, mobile-ready apps. You can create your own applications to automate workflows, automate internal processes, and manage databases. Category : Popular, App Builder, Zoho
Zoho Subscriptions
Zoho Subscriptions helps businesses automate recurring billing and manage subscriptions. Handle customer lifecycles from sign-ups to payments, run promotional campaigns, tackle churn, and more. Category : Subscription Management, Zoho
HubSpot CRM
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place. Category : CRM, Popular
RingCentral
RingCentral is a cloud-based communication system that helps you better serve your customers with all-in-one cloud phone, video conferencing, team messaging, contact center and more. Category : Phone / SMS
WordPress.com
WordPress.com is a content management system with themes and design customizations. Powerful editing and analytics help you create better content for your audiences. Category : CMS, Websites
Office 365
Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices. Category :
Outlook
Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers. Category : Popular, Microsoft, Email
Square
Square is payment processing software with features such as categorization of items, inventory management, and sales history. Category : Payment Processing
Zoho CRM supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
All Actions - Action are the automated tasks
Add tags
Adds tags to the specified record
Remove tags
Removes tags from the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Send mail merge
Sends a mail merge with details of the selected record
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Update related module entry
Relates an entry in this module with an entry in another module
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch user
Fetches a user by name or email address
Fetch email template
Fetches an email template by name
Clone module entry
Clones an existing module entry
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Categories : CRM, Popular, Sales Automation, Zoho
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.
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Testimonial
“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more
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