AppiWorks for Zoho CRM
Interact with any application directly from Zoho CRM
What is AppiWorks for Zoho CRM?
“AppiWorks for Zoho CRM” is a Zoho CRM extension that automates interaction between Zoho CRM modules and any other applications via AppiWorks platform. The AppiWorks platform is an iPaaS/ aPaaS platform that integrates and automates several applications in Accounting, Marketing, Sales, Databases, Communications, Productivity etc categories.
Why do you need it?
If you are looking at integrating Zoho CRM with external applications and getting your processes automated, look no further. AppiWorks for Zoho CRM covers you fully.
How does it work?
See the demo video on how to use AppiWorks for Zoho CRM
Key Features
✅ Auto Interaction: Automatically execute an action on an application (e.g. send a chat message) when a new contact/ lead or any record in a Zoho CRM module is created.
✅ On Demand Interaction: Choose and execute actions on applications (e.g. insert into a database) on selected contacts/ leads or any records in a Zoho CRM module.
✅ Multiple Applications: Supports all applications that are supported now and in the future on AppiWorks platform to be automatically available on Zoho CRM.
✅ Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs.
✅ Import from any app: Import data from any application into Zoho CRM with a guided setup.
✅ View Contextual data: Show related data from other external applications inside Zoho CRM
Sample Use Cases
► Send a Google Chat notification when a new lead created on Zoho CRM
► Onboard new contacts in Zoho CRM on to MailChimp for marketing
► Export 200 selected contacts from Zoho CRM into MySQL database table
► Send personalized emails via Amazon SES for selected 50 accounts in Zoho CRM
► Import contacts from Google Contacts into Zoho CRM Contacts.
► View related invoices or payments data from accounting system for a contact in Zoho CRM
► any many more from your needs and imagination
Read more Articles on AppiWorks for Zoho CRM
Installation
Go to Zoho Marketplace
Search for AppiWorks
Click on the Install Now.
It will open a dialog to agree with the terms of services of the vendor and Zoho Marketplace and the privacy policy of the vendor.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Zoho CRM and you will also get a confirmation email from Zoho Marketplace.
Setup
How to use AppiWorks For Zoho CRM?
Do the Installation before setup( ignore if already done )
Sign in to Zoho CRM and click on the three dots (...) symbol (shown right side).
Search for AppiWorks or select AppiWorks.
You will now redirect to AppiWorks For Zoho CRM homepage/landing page.
Please wait for AppiWorks basic initialization or until the START AUTOMATING button is not enabled.
How to create a service for automation?
Start your CRM automation journey right from AppiWorks homepage by creating the first service.
Click on START AUTOMATING.
It will redirect you to the Service listing page where you can see all your services.
Here Click on + Create to create the new service.
Give a name to your automation service.
Choose a Zoho CRM module.
Click on Next
Choose the Automation type.
Click on Next
How to create an Export service?
Choose the Application from which you want to perform actions.
Choose the Connection Or Create a new connection (Connection refers to an application that the user wants to connect with the Zoho CRM module).
Choose an Object from your selected app.
Choose the Action.
Click on Next
How to create a new connection?
Choose your application from the list. (The supported list of applications is a growing list as we expand the capabilities of the AppiWorks platform)
Once the connection is established then you can go back to the service configuration page.
Please refer to the connection document to know more about the creation of a new connection.
Click on the + Add button to create a new mapping between the Zoho module & your favorite apps object.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Choose an App Field.
Choose the mapping type.
Choose the Source field (selected Zoho CRM module fields).
Template mapping type supports multiple field insertions with a message (see eg. on the right side)
You can add multiple fields by clicking on three dots symbol for the templated type (shown on the right side inside the red squared box)
Click on Add to add the mapping
Switch on [ ] new [ ] edit checkboxes, if you want to trigger the export automatically on the creation of the new record, or edit of record.
Switch on the Allow Manual Execution if you want to export inside the Zoho CRM module page.
Activate the service by switching on the final switch. Otherwise, the service will not get executed.
Click on the Save button to save the service in your workspace.
Now, this service is listed on the services list page and ready for automation.
You can create as many services as you want.
Go to services list page by clicking on the Previous page button.
Service execution will happen in two ways. Automatic and Manual (based on whether automatic and manual triggers are enabled or not).
Service required to be active for either Automatic or manual execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button AppiWorks located in that module configured with service by selecting records or editing/creation page.
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Zoho CRM module tab (eg. Contacts).
Select the records and click on the Appiworks button.
Services created for the module and enabled for manual execution are listed on the AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
Please see below image carousel for a glance at manual execution.
How to create an Import service?
Go to How to create a service for automation? section above and follow those steps and get back here.
Choose the Automation type as Import
Choose the Application from which you want to import the records.
Choose the Connection Or Create a new connection (Connection refers to an application that the user wants to connect with the Zoho CRM module).
Choose an Object from your selected app.
Click on Next
Do the mapping between the Zoho module and your favorite app fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
Click on Next
Setup the Query Filter (If applied it will bring only filtered records from your favorite app, else it will bring all the records)
Click on the (+) button to add the query filters. You can add multiple filters.
Choose the App Field and Operator.
Enter the value to be matched.
Click on the Query button to see the results.
Choose the rows from the table to import.
You can also choose the columns to see on the table.
It will show you the number of records selected for the import.
Click on Next
Click on the Import Now button to Import into the Zoho CRM.
You can see the import execution status after import.
Activate the service
Click on the Save button to save the service for future use.
How to create a View service?
Go to How to create a service for automation? section above and follow those steps and get back here.
Choose the Automation type as View.
Choose the Application from which you want to view the records.
Choose the Connection Or Create a new connection (Connection refers to an application that the user wants to connect with the Zoho CRM module).
Choose an Object from your selected app.
Click on Next
Setup the Connecting filters (connecting filters is basically a hook between the Zoho CRM module & Your favorite app)
Click on the (+) button to add the connecting filters. You can add multiple filters.
Choose the App Field, Operator & Zoho Field.
Click on Next & Save the service.
Go to the Zoho module tab on which you have created the view service in the first step of service configuration.
For eg. Here in this demo, we have chosen the Zoho CRM contacts module. So we will go to the Contacts tab in the Zoho CRM dashboard.
Click on any record (in this case, any contact).
Scroll down to the end, and you can see the AppiWorks widget.
You will see all the services configured for the corresponding module (here Contacts)
Click on the service to see the results
