uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.Zoho CRM Integrations
Zoho CRM + uProcSelect Tool in uProc when New or Updated Contact is created in Zoho CRM Read More...
It's easy to connect uProc + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Select a tool to perform verification or enrichment
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
uProc is a business process management software, which helps to track the activities of business processes. It ensures that the processes are fplowed correctly and there are no delays or any issues in the flow of the business.
It has different modules like, sales management, service management, asset management, inventory management etc.
All these modules are integrated with each other which helps to monitor the performance of the business efficiently. It also helps to ensure that the sales team fplow the correct sales process.
Zoho CRM is an integrated customer relationship management system which helps to manage the customers efficiently. With this top, you can connect all your departments to increase productivity. This top also helps to measure the success rate of the company by tracking the number of visitors on your website, number of people downloading your whitepapers, number of people who are calling you for help etc.
This integration helps to automate the workflow and thus reduces human error. The automated workflow helps to save time and money too. The employees do not have to type in data manually into different platforms which increases their efficiency. The important data will be transferred from one platform to another seamlessly without any delay. The integration also provides audit trail for every action performed by the employees. So, you can keep a check on their work performance to make sure they are doing their job correctly. It will help you to prevent frauds in time if you are using the right tops.
As mentioned earlier, it saves time and money which helps in increasing profit. The employees will not have to spend hours entering data into different systems which saves their time which they can utilize for other important tasks. They do not have to wait for data to be entered into other systems before starting working on the next task. This leads to better efficiency of the employees which leads to better results for the company.
The process to integrate uProc and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.