Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
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All Templates
Microsoft OneDrive
Zoho CRM
When an account is registered in Zoho CRM, create a folder for each account in OneDrive.
This is a flow that creates a folder for each client in OneDrive when a client is registered in Zoho CRM. It enables efficient management of customer information and allows for smoother sales activities. The time saved can be utilized for other tasks, thereby improving productivity.
Zoho CRM
Microsoft SharePoint
When an account is registered in Zoho CRM, create a folder for each account in Microsoft SharePoint.
This is a flow that creates a folder for each account in Microsoft SharePoint when an account is registered in Zoho CRM. It helps prevent human errors and facilitates smooth document management. By standardizing folder naming conventions, it is possible to establish a consistent document management system.
Zoho CRM
Google Drive
When an account is registered in Zoho CRM, create a folder for each account in Google Drive.
This is a flow where a folder is created in Google Drive for each account when an account is registered in Zoho CRM. It prevents forgetting to create or duplicate creation, allowing for smooth document management. By standardizing folder naming conventions, it is possible to build a consistent document management system.
Zoho CRM
Box
When an account is registered in Zoho CRM, create a folder for each account in Box.
This is a flow to create a folder for each account in Box when an account is registered in Zoho CRM. It prevents forgetting to create or creating duplicates, allowing for smooth document management. By standardizing folder naming conventions, it is possible to establish a consistent document management system.
Zendesk
Zoho CRM
When a ticket is created in Zendesk, register a lead in Zoho CRM.
When a ticket is created in Zendesk, this flow registers a lead in Zoho CRM. Lead information is automatically registered based on inquiry details, enabling timely approaches, which can improve deal closing rates and prevent the loss of sales opportunities.
Zoho CRM
Zendesk
When a task is registered in Zoho CRM, add it to Zendesk.
When a task is registered in Zoho CRM, it is added to Zendesk in this flow. By automating the addition of tasks to Zendesk, manual input is no longer necessary, improving work speed and accuracy. Additionally, it simplifies task management operations.
Zoho CRM
Trello
When a task is registered in Zoho CRM, add it to Trello.
When a task is registered in Zoho CRM, it is added to Trello. If you manage team tasks in Trello, you can automatically link tasks related to deals and customer interactions from Zoho CRM, thus streamlining administrative tasks.
Zoho CRM
Notion
When a task is registered in Zoho CRM, add it to Notion.
This is a flow that adds tasks to Notion when they are registered in Zoho CRM. If you are centrally managing team tasks in Notion, you no longer need to manually transfer task information from Zoho CRM each time, thus streamlining administrative tasks.
Zoho CRM
Microsoft Excel
When a task is registered in Zoho CRM, add it to Microsoft Excel.
This is a flow that adds a task to Microsoft Excel when a task is registered in Zoho CRM. By automating the addition of tasks to Microsoft Excel, manual work is no longer necessary, and human errors can be prevented.
Zoho CRM
Jira Software
When a task is registered in Zoho CRM, add it to Jira Software.
This is a flow for adding tasks to Jira Software when they are registered in Zoho CRM. Tasks registered in Zoho CRM are quickly reflected, simplifying the task registration process and preventing input errors and omissions.
Zoho CRM
Google Sheets
When a task is registered in Zoho CRM, add it to Google Sheets.
This is a flow that adds tasks to Google Sheets when they are registered in Zoho CRM. By automating the addition of tasks to Google Sheets, the manual task of adding tasks is eliminated, thereby streamlining operations.
Zoho CRM
GitHub
When a task is registered in Zoho CRM, add it to GitHub.
When a task is registered in Zoho CRM, it is added to GitHub. This flow helps in visualizing tasks as all project tasks are consolidated in GitHub, facilitating smooth information sharing within the team.
Zoho CRM
ClickUp
When a task is registered in Zoho CRM, add it to ClickUp.
This is a flow that adds a task to ClickUp when a task is registered in Zoho CRM. It helps prevent incorrect entries or omissions in ClickUp, thereby improving task accuracy and facilitating smooth business operations. Additionally, it can streamline manual work.
Zoho CRM
Asana
When a task is registered in Zoho CRM, add it to Asana.
When a task is registered in Zoho CRM, it is added to Asana in this flow. Even if you are using Zoho CRM and Asana separately for task management according to your needs, seamless data integration is possible, reducing the burden of administrative tasks.
Google Sheets
Zoho CRM
When a row is updated in Google Sheets, update the account information in Zoho CRM as well.
When a row is updated in Google Sheets, the account information in Zoho CRM is also updated in this flow. When information is updated, the registration information in Zoho CRM is automatically edited as well, saving time from manual work.
HubSpot
Zoho CRM
When a new lead is created in ZohoCRM, create a contact in HubSpot by integrating the two systems.
When a new lead is created in ZohoCRM, this flow integrates with HubSpot to create a new contact. It automatically completes the series of steps, eliminating the need for manual work and improving operational efficiency and reducing the risk of oversights.
Google Calendar
Zoho CRM
Gmail
When a meeting is scheduled with a customer in Zoho CRM, register it in Google Calendar and send the meeting URL via Gmail.
When a meeting with a customer is scheduled in Zoho CRM, it is registered in Google Calendar, and the meeting URL is sent via Gmail. This flow automates the process from calendar registration to email sending, reducing human errors and enabling quick and consistent responses.
Microsoft Teams
Zoho CRM
When a lead is registered in Zoho CRM, send a message notification to Microsoft Teams.
When a new lead is registered in Zoho CRM, this flow integrates with Microsoft Teams to notify a specified channel with a message. It automatically informs about the registration completion, eliminating the need for manual communication and improving work efficiency.
Zoho CRM
Microsoft Excel
When a lead is registered in Zoho CRM, add it to Microsoft Excel.
When a lead is registered in Zoho CRM, it is added to Microsoft Excel in this flow. Automatic information synchronization enables smooth follow-up. Additionally, centralized lead information management allows for more efficient sales activities and marketing.
Zoho CRM
Google Sheets
When a lead is registered in Zoho CRM, add it to Google Sheets.
When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
Zoho CRM
Slack
When a lead is created or updated in Zoho CRM, notify Slack.
When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍
WooCommerce
Zoho CRM
When a customer is created in WooCommerce, create a lead in Zoho CRM.
When a new customer registers in WooCommerce, a lead is automatically created in Zoho CRM as part of the business workflow. This prevents the hassle and errors of manual entry and streamlines customer management.
Zoho CRM
Mailchimp
When a contact is registered in ZohoCRM, add the contact to Mailchimp.
When a contact is registered in ZohoCRM, this flow adds the contact to Mailchimp. The registration is done automatically based on the registered information, reducing manual effort and improving operational efficiency. Since the registration details are the same, it helps reduce input errors caused by manual entry.‍
Trello
Zoho CRM
When a card is created in Trello, create a task in Zoho CRM.
This is a flow where a task is created in Zoho CRM when a card is created in Trello. It helps prevent human errors caused by manual input and maintains a high level of accuracy in the information shared within the team.