Maximize your benefits with Intelligent integration & automation 

The title says is all. "Maximizing the benefits with Intelligent integration & automation". 

Before we go into "maximizing", let's understand intelligent integration in the first place and what automation capabilities it brings out.  Intelligent integration is a modern integration technique achieved by an iPaaS platform that enables connection to any external applications and performs actions. AppiWorks for Zoho CRM brings out the possibilities of intelligent integration and automation to Zoho CRM users.

Let us look at some of the use cases that AppiWorks for Zoho CRM can do:

Pro Tip 1: Bulk Create Contacts from Zoho CRM to Google Contacts

Let’s consider a real-time use case of an organization. An organization "XYZ Shipping Corp" has 500 contacts on the Zoho CRM contacts module. Consider there comes a requirement that says that all 500 contacts need to be available on Google Contacts for all sales teams. Yep! It’s a tedious task; couldn’t agree more. But no worries that’s why we have AppiWorks for Zoho CRM which is available right inside the Zoho CRM dashboard. 

So using AppiWorks you can basically automate this task whenever you create or update the contacts on Zoho CRM. In case, if you want only selected contacts from Zoho CRM to be created in Google Contacts, no worries, AppiWorks does have a solution for that also. You can manually select the contacts in Zoho CRM and export them into Google Contacts.

Pro Tip 2: Import Contacts from Insightly CRM and Create it inside the Zoho CRM Contacts module

Let's say the sales team needs to see all the contacts from Insightly CRM to be available in the Zoho CRM Contacts module. Again there comes a time-consuming task but AppiWorks has an automated solution.

In AppiWorks for Zoho CRM, we can query the contacts from Insightly CRM and visualize them right inside Zoho CRM and we can choose contacts and get that contacts into the Zoho CRM contacts module within no time.

AppiWorks for Zoho CRM supports intelligent mapping and reduces most of the tasks by identifying similar-looking fields and automatically mapping them.

Pro Tip 3: Notify on Google Chat if a new Lead is created in the Zoho CRM

Consider that you want to notify a message in Google Chat spaces to your team when a new lead is created. This helps in real-time notification to the team so that they can do preparatory work and follow-up. With AppiWorks for Zoho CRM, it can be configured right inside Zoho CRM.

Pro Tip 4: Visualize the data from an external application right inside Zoho CRM

Let’s say we just want to see the existing data from the external application, we know that we can visualize the data from tip number 2 when we are creating the records from external applications into Zoho CRM. But that’s not going to help anyway. What if we need to see those data inside the Zoho CRM module tab? Yes, we can do that using AppiWorks for Zoho CRM. Let’s take one step further what if we can see that data on click of any contact and fetch only those records which match the current contact? That’s correct we can control which records need to be shown and which ones to hide. 

From the above tips, we can see that AppiWorks for Zoho CRM has some awesome features and can perform these actions right inside Zoho CRM, which makes AppiWorks for Zoho CRM stand out of the crowd and makes a powerful integration platform.