Your No-code and AI Automation Partner

Automate 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.

1
Seamless OCR Integration
Utilize OCR technology to convert offline forms to text efficiently.
2
Automated Contact Creation
Automatically create and update contact records in Zoho CRM.
3
Enhanced 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 is 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

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.