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Your No-code and AI Automation PartnerAutomate Lead Management with Zoho CRM
Boost your sales efficiency by automating repetitive tasks such as lead assignment, follow-ups, and updates within Zoho CRM. Streamline your workflow integration using platforms like Make and Zapier for better business outcomes.
When a New Lead Created
1. Trigger Lead Assignments
Automatically assign the lead to a specific salesperson.
Update a Google Sheet
2. Sync CRM Leads with Sheets
Keep Excel sheets updated with new lead data.
Send an Email Notification
3. Notify Sales Team Instantly
Alert team members on new assignments.
Create a Task in Asana
4. Create Follow-Up Task
Ensure follow-ups are scheduled immediately.
Add a Contact to Mailchimp
5. Add to Newsletter
Automatically subscribe new leads to newsletters.
- Repeat -
Automation Benefits
Why Automate Zoho CRM?
Leveraging automation tools with Zoho CRM can dramatically enhance your sales process productivity and accuracy.
Enhanced Sales Efficiency
Reduce manual processes, allowing reps to focus on closing deals.
Improved Data Accuracy
Automate data entry to boost accuracy and reliability.
Time-Saving Workflow
Automate repetitive tasks to free up valuable time.
Seamless Communication
Automatic alerts ensure that no communication is missed.
Cross-Platform Synchronization
Keep your data consistent across all platforms.
Streamlined Lead Management
Ensure no lead is forgotten with automatic reminders and follow-ups.
Features
Unlock Key Zoho CRM Features
Enhance Zoho CRM functionalities by integrating with powerful automation platforms.
- 1Automated Lead Assignment
Assign new leads to sales reps based on custom criteria instantly.
- 2Real-Time Data Sync
Automatically update contact and sales data across platforms.
- 3Custom Notifications
Receive notifications and alerts for critical activities in real-time.
Outcomes
Maximize Sales & Efficiency
Achieving seamless operations within Zoho CRM translates into significant business growth and efficiency.
75%
Improved Lead Conversion
50%
Faster Response Times
30%
Increased Productivity
We Might Have Solved Your Problems Already
Explore automations for Zoho CRM
See how you can improve your work process by leveraging AI and Automation.
FAQ
Zoho CRM Automation FAQs
Explore common questions and answers that businesses have about automating processes within Zoho CRM using integration platforms.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.