Zoho CRM, ready to run.
The Zoho CRM integration runs operations against the leads, contacts, accounts and deals in your org. Floowed reads the record behind a case, checks it against your rules, and writes the outcome back into the module where your team works.
What it does.
What Floowed reads from Zoho CRM
- Leads, contacts and accounts
- Deals and their stage
- Records in custom modules
- Notes and attachments on a record
What it writes back
- Field values recording the outcome and its date
- A note explaining the outcome and its reason
- A task for the record owner when a person must act
- The supporting document, attached to the record
Zoho CRM data lives in a specific data center region, so connect the right one for your org. If you already use Blueprints to control stage changes, let Floowed fill the fields a transition needs and leave the transition itself to your team.
How it connects.
- 1
Connect Zoho CRM
Using OAuth, approved by an admin. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Zoho CRM?
Yes. Zoho CRM connects with OAuth, approved by an admin of your org.
What can Floowed do in Zoho CRM?
It reads leads, contacts, accounts, deals and custom module records, then updates fields, adds notes and attachments, and creates tasks.
Is my Zoho CRM data secure?
Floowed only gets the access it needs in Zoho CRM, never stores a password, and logs every read and write with the reason.
What does the Zoho CRM integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Zoho CRM. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.