Use Cases for Zoho Flow
In this video, we explore the common use cases for Zoho Flow. The video explains how Zoho Flow can be leveraged to pass data between Zoho apps, from third-party apps to Zoho and from Zoho to third-party apps. Key Points: Passing Data Between Zoho Apps Zoho CRM Automation Third-Party Apps Webhooks Common Use Cases: Conclusion […]
Getting Started With Zoho Flow
Unlock the full potential of automation with Zoho Flow. This guide provides a quick overview to help you get started with Zoho Flow’s intuitive dashboard, task credits, and more. A Tour of Zoho Flow Dashboard What You’ll Find The dashboard serves as your home page, showcasing important elements like your total flows, currently running flows, […]
Zoho Flow Full Product Overview
Are you trying to connect a specific app or website to Zoho? Zoho Flow is most likely going to be your answer. Learn more about Zoho Flow in this full product overview as we delve into a general overview, most common use cases, using the Flow builder, and some tips & tricks. Of course, we […]
How To Create Multiple Associated Records With One Zoho Form
Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process! Key Takeaways Set Up The Initial Integration To start, we first need to set up the […]
Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM
While some may assume that you need to switch to Zoho Forms in order to integrate forms with Zoho CRM, that is not the case. In this tutorial, Jordan walks us through how to connect Zoho CRM to various form builders; Gravity forms, Everest forms, by using webhooks, and Zoho Forms. Key Takeaways Gravity Forms […]
Creating a Webhook with Zoho Flow
In this video, Tyler walks you through how to create a Webhook with Zoho Flow. ? TIME STAMPS ? 0:00 Intro 0:47 What is a webhook and use cases 2:00 Creating a flow 3:55 Using Postman 6:00 Testing Endpoints 7:20 Building the webhook 15:30 Webhook history
Getting Started With Zoho Flow
In this video, Drew walks you through the basics of Zoho Flow. ? TIME STAMPS ? 0:00 Intro 0:17 How to access Flow inside Zoho One 0:42 My Flows overview 3:39 Application Flows 4:16 Schedule Flows 4:37 Webhook Flows 5:50 Creating an Application Flow example with Quickbooks 11:13 History and Summary Overviews of Flows 12:40 […]
Automatic Generation of Invoices and Packages on the Creation of a Sales Order using Zoho Flow
Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 2020
In this week’s implementation, we show how to automate the assignment of tickets inside Zoho Desk to the proper account owner inside Zoho CRM. This process is made possible by using Zoho Flow. Here are some key points from this video: On new ticket creation, a flow is triggered Fetches Contact, and then Account information […]
