Zoho CRM
Common Zoho CRM Workflows
Zoho CRM in Business Process Management
With FlowGat, businesses can create workflows to connect Zoho CRM with 100+ other applications including accounting apps such as QuickBooks, Xero, FreshBooks and more; CRM apps such as Microsoft Dynamics, Salesforce, Zoho and more, Social media apps such as LinkedIn, Facebook, Twitter and more. Automating workflows with Zoho CRM removes inefficient and error prone processes, which leads to operational efficiency and reduced operational costs.

Connect Zoho CRM with other apps in FlowGat















Zoho CRM FEATURES IN FLOWGAT
Events are triggers in FlowGat that starts off a workflow process, and the FlowGat processor executes subsequent actions present in the workflow.
Events
- When a new lead is created in Zoho CRM
- When a new contact is created in Zoho CRM
- When a new account is created in Zoho CRM
- When a new task is created in Zoho CRM
- When a new potential is added in Zoho CRM
- When a new quote is added in Zoho CRM
- When a new sales order is created in Zoho CRM
- When a new event is added in Zoho CRM
- When an existing contact is modified in Zoho CRM
- When a new invoice is created in Zoho CRM
- When an existing potential is modified in Zoho CRM
- When an existing task is modified in Zoho CRM
- When an account is modified in Zoho CRM
Actions
- Add a new potential in Zoho CRM
- Update an existing potential in Zoho CRM
- Create a new task in Zoho CRM
- Update an existing task in Zoho CRM
- Add a new note to an existing module in Zoho CRM
- Add a new lead in Zoho CRM
- Update an existing lead in Zoho CRM
- Create a new contact in Zoho CRM
- Update an existing contact in Zoho CRM
- Create a new invoice in Zoho CRM
- Update an existing invoice in Zoho CRM
- Add a new line item to an invoice in Zoho CRM
- Create a new event in Zoho CRM
- Get a deal by ID in Zoho CRM
- Get a contact by email in Zoho CRM
- Add a tag to an existing module in Zoho CRM
Frequently asked questions
With FlowGat, you can design workflows to integrate different applications used in your businesses processes. FlowGat has a simple drag-and-drop interface that allows users to build simple and complex workflows with zero code to automate or streamline their processes end-to-end.
Compared to other products in the market, FlowGat offers you the flexibility of installing on your desktop, on your own on-premise or cloud server or our own servers, making it very affordable for most clients. No more unpredictable monthly costs, or limited automation processes. You only pay for what you use.
Absolutely not! FlowGat was designed to be a workflow designer for everyone. You can build workflow processes that connects 100+ apps supported by FlowGat, and even your own line-of-business application. FlowGat provides you with an intuitive platform to build simple and complex workflows and drive efficiency and greater productivity in your business.
Yes, your data is very secure. FlowGat encrypts all the information it collects for connecting to applications in your workflow. Unlike other products, you can have your own instance of FlowGat which means your data will never leave the walls of your organization.
Yes, absolutely. FlowGat offers various models such IAAS, PAAS , SAAS and on-premise service. You can choose what works best for you based on your specific workflows and business needs.
Contact out technical sales team using the button below for us to understand your specific business needs, provide you with a sandbox if needed and you can start automating.