App Spotlight: AppiWorks for Zoho CRM

AppiWorks is an iPaaS / aPaaS platform that enables you to connect to any applications, perform actions and automate your process flow. It is an all-in-one platform solution for building automation solutions for your business by integrating with all necessary applications in your business.

"AppiWorks for Zoho CRM" is an extension of Zoho CRM that brings AppiWorks' platform integration and automation capabilities directly to the Zoho CRM application. 

Need

The world is moving towards automation. Nowadays, "Every business is a software business". This means every modern business in today's world needs at least a bunch of software to run. Business needs their software to be working together to achieve business goals. But making all these software integrate and work in a rhythm requires some tedious integration and automation development work. It often drains human energy if you take classic integration implementation. 

Businesses using Zoho CRM are no different. They do use other productivity, communication, datastore, accounting, etc. applications for their business needs and require to integrate Zoho CRM with these applications to interoperate data and functionalities. This could range from exporting, importing, and visualizing contextual data to performing downstream application actions.  

Solution

AppiWorks for Zoho CRM is an in-app extension that brings out capabilities of AppiWorks intelligent integration & automation platform right inside the Zoho CRM application. 

• AppiWorks helps users to establish connections with the required external applications and automate the business processes across Zoho CRM and those applications.

• AppiWorks can orchestrate automatic exporting or triggering actions on external applications.

• AppiWorks makes it possible to custom-select the modules and records to be exported to applications.

• AppiWorks can import the external application's data right inside the Zoho CRM dashboard. 

• AppiWorks can visualize the records before importing with the ability to filter and choose. 

• Visualize the external application's data right inside the Zoho module’s widget.