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Your No-code and AI Automation PartnerAutomate Client Data Entry to Zoho CRM
Transform manual data entry processes by converting offline forms into CRM records seamlessly. Use OCR and Zapier to create efficient, error-free contact management in Zoho CRM.
When a Document Added
1. Detect New Form Upload
Triggers when a new scanned form is uploaded.
Extract Text from Image
2. Perform OCR on Scanned Form
Convert scanned images to text data.
Create a New Contact
3. Create New CRM Record
Automatically create a new contact in Zoho CRM.
Apply Tags to Contact
4. Tag CRM Contact
Assign tags for categorization and retrieval.
- Repeat -
Automation Benefits
Benefits of Automating Data Entry
Explore the numerous advantages of automating your client data entry process.
Time-Saving Automation
Significantly reduce time spent on manual data entry tasks.
Error Reduction
Decrease human errors in data entry by automating the process.
Improved Data Management
Easily categorize and retrieve data with tagging in Zoho CRM.
Enhanced Productivity
Allow staff to focus on higher-value tasks by eliminating tedious work.
Quick Integration Setup
Easy setup with popular tools like Zapier and Google Drive.
Cost-Effective Solution
Lower operational costs by streamlining data entry processes.
Features
Key Features of Automation
Discover the powerful features of automating client data entry into Zoho CRM.
- 1Seamless OCR Integration
Utilize OCR technology to convert offline forms to text efficiently.
- 2Automated Contact Creation
Automatically create and update contact records in Zoho CRM.
- 3Enhanced Data Categorization
Use tags for easy retrieval and management of contact data.
Outcomes
Transform Your CRM Workflow
See how automating client data entry into Zoho CRM can benefit your business.
80%
Increase Efficiency
90%
Reduce Data Entry Errors
2x
Boost Staff Productivity
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FAQ
Automation FAQs
Get answers to common questions about automating client data entry into Zoho CRM.
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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.