Articles | Zoho Flow

How to automate your lead management in Zoho CRM using Zoho Flow

82
6 minutes

Ideas

How to automate your lead management in Zoho CRM using Zoho Flow

Driving leads through your sales funnel and ensuring that they reach the conversion stage should be the primary objective of your lead management strategy. It requires the company to understand the customer's...

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Zoho Books integrations to automate accounting

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588
5 minutes

Ideas

7 useful Zoho Books integrations for small and medium-sized businesses

Let's admit it. Accounting is one of the most laborious functions in a business regardless of its size. You need the expertise to see the business as a whole, the diligence to do things the right way, and an...

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406
5 minutes

Productivity

Improve customer experience by integrating your marketing and sales teams

The business landscape is evolving rapidly, and a brand's interactions with its customers is no longer just a transaction—it's an experience. And to offer your customer the experience they expect and deserve,...

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1.4K
4 minutes

Ideas

10 practical Zoho CRM workflows to get you started with automation

Over 250,000 businesses worldwide use Zoho CRM, and its been consistently included in Gartner’s Magic Quadrant since 2011. It's highly rated on review sites and loved by customers for its comprehensive...

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362
5 minutes

Ideas

6 Zoho Cliq integrations for instantly boosting team communication and productivity

Over the past two years, team collaboration and chat applications have moved from being complementary tools for team communication to being absolute must-haves for businesses to get things done. The pandemic...

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845
4 minutes

Ideas

8 useful Zoho Forms workflows that you can easily automate

Online form builders are among the most versatile SaaS products, having use cases across many verticals and industries. This is because of the nature of the problem they solve—data collection. Online...

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801
5 minutes

Ideas

7 useful Google Drive workflows you can automate with Zoho Flow

Businesses today deal with thousands of digital files spread across numerous teams, and unlike in the past, storing, modifying, and finding files has become much more straightforward. Cloud storage applications...

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Integrate Shopify and QuickBooks using Zoho Flow

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393
4 minutes

Guides

How to integrate Shopify and QuickBooks to automatically create invoices for new orders

Selling products online and growing a successful business has never been easier. You just need the right people and the right tools to manage it efficiently. Cloud applications like Shopify have made it easy to...

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Integrate Ninja Forms and Zoho CRM using Zoho Flow

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561
5 minutes

Guides

How to integrate Ninja Forms and Zoho CRM to automate lead management

If you're a business owner and use WordPress to power your website, you're most likely using an online form builder to generate leads, collect contacts and feedback, and conduct surveys. Among them, generating...

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WooCommerce and Zoho Books integration using Zoho Flow

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812
4 minutes

Guides

How to automatically add your WooCommerce customers in Zoho Books

Managing an online business is difficult, and we understand the effort that it takes to build an online store from scratch. This was especially the case when you needed to either have programming knowledge or...

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Automate Zoho Campaigns workflows using Zoho Flow

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546
5 minutes

Ideas

5 Zoho Campaigns integrations to grow and engage your audience

Email marketing has been around for decades, and probably will continue to be at the heart of every serious digital marketing strategy for the foreseeable future. Even though some finer aspects, such as the...

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307
5 minutes

Productivity

How to actually be more productive

As we step into the new year, it's not uncommon to want to get more done—and the internet is filled with productivity hacks that claim to help you do it. A quick search throws up hundreds of articles offering...

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Integrate Slack, Zoho Cliq, Gmail, and Google Calendar using Zoho Flow to automate reminders.

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848
3 minutes

Guides

How to automatically send reminders to your team on a schedule

The human brain is a powerful thing, but, every now and then, we can forget that important client call scheduled for the end of the week, that weekly report submission, or that email attachment. Some studies...

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460
4 minutes

Ideas

9 useful BigCommerce workflows you can automate

Running an ecommerce business is hard, not just in a logistical sense but also from a technology standpoint. There are so many processes that constantly need to be happening in the background and, more...

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5 integration ideas to automate your project management

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764
4 minutes

Ideas

5 integration ideas to automate your project management using Zoho Flow

Project management involves handling multiple projects at any given point in time. As a project manager, you're responsible for converting raw ideas into practical tasks, tracking the progress of those tasks,...

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527
4 minutes

Ideas

10 useful Stripe workflows you can automate

Payment gateways are one of the most important applications for a business. Apart from the core functionality, which is processing payments, your payment gateway contains important data that needs to be...

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Automate Google Calendar using Zoho Flow

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1.6K
4 minutes

Guides

5 useful Google Calendar workflows you can automate with Zoho Flow

If you're running a business, you're probably dealing with a million different ongoing tasks, and know your calendar is vital for staying organized and productive throughout the year. An ideal calendar...

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1.3K
3 minutes

Ideas

8 workflows to automate your event management

Conducting a successful event isn't easy. There are so many processes involved, not just during the preparation phase of the event but also while it's ongoing, and even after it's ended. Your event management...

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