Présentation des pipelines connectés, pour une transition fluide des données entre les pipelines

Présentation des pipelines connectés, pour une transition fluide des données entre les pipelines

Bonjour à tous !


Nous avons récemment présenté les Pipelines d'Équipes - la dernière mise à jour majeure de Bigin pour transformer et unifier les opérations clients pour les petites entreprises. L'un des retours que nous avons reçus de nos premiers utilisateurs est que lorsqu'un enregistrement atteint un certain stade dans un Team Pipeline, ils souhaitent qu'un nouvel enregistrement soit créé dans un autre Team Pipeline avec les informations reportées du pipeline précédent. Pour répondre à cette demande, nous introduisons les Pipelines connectés, une nouvelle fonctionnalité qui automatise le transfert transparent des enregistrements d'un pipeline à l'autre.


Comment les pipelines connectés peuvent-ils aider votre entreprise ?


Prenons l'exemple d'une entreprise de décoration d'intérieur - Zylker Interiors - qui propose des espaces de travail intérieurs pour les bureaux. Elle a mis en place 3 Team Pipelines différents à Bigin.



Pipeline de ventes

Pipeline de production

Pipeline d'installation

L'équipe de vente de Zylker utilise ce pipeline pour entrer en contact avec des prospects à la recherche d'intérieurs de bureaux et les convertir en clients.

Une fois qu'un nouveau client a rejoint l'entreprise, l'unité de production de Zylker utilise ce pipeline pour gérer les ordres de production du client.

Après l'achèvement d'un ordre de production, l'expédition vers le site du client et le processus d'installation qui s'ensuit sont gérés dans ce pipeline.


Dans le cas de Zylker, chaque fois que l'équipe de vente conclut une affaire dans le pipeline de vente, il serait idéal qu'une nouvelle commande soit instantanément créée dans le pipeline de production. De même, une fois la commande terminée dans le pipeline de production, l'idéal serait de créer automatiquement une demande d'installation correspondante dans le pipeline d'installation.

 

Les pipelines connectés peuvent vous aider à automatiser l'ensemble de ce processus, éliminant ainsi le travail manuel et les erreurs liées à l'intervention humaine.




Comment cela fonctionne-t-il ?


Pour réaliser des pipelines connectés, nous introduisons une nouvelle action dans les flux de travail : "Créer des enregistrements connectés".




1. Avec cette mise à jour, vous pouvez configurer un Workflow qui se déclenche chaque fois que l'étape d'une Offre est modifiée. Vous pouvez spécifier l'étape exacte dans la section Conditions.

 

2. Dans la section Actions, vous pouvez cliquer sur l'action "Créer des enregistrements connectés" et choisir le prochain pipeline d'équipe dans votre processus d'entreprise. Dans le cas de Zylker, il s'agira du pipeline de production après la conclusion d'une affaire dans le pipeline de vente.

 

3. Dans l'écran Créer un enregistrement connecté qui s'affiche, vous pouvez mapper les champs entre les deux pipelines afin que les informations de l'enregistrement de l'affaire soient correctement reportées dans l'enregistrement de la commande lorsqu'elle atteint le pipeline de production.

 

Désormais, chaque fois que l'équipe de vente conclut une affaire dans le pipeline de vente, une nouvelle commande est automatiquement créée dans le pipeline de production. Cela permet d'éviter les efforts manuels et de gagner du temps, car l'étape suivante du parcours du client démarre instantanément dès que l'équipe a terminé l'étape précédente.

 

De plus, lorsqu'un commercial ouvre un enregistrement d'affaire qui a déclenché le workflow pour créer une nouvelle commande, il peut également voir l'enregistrement de la commande dans l'onglet Enregistrements connectés. Le commercial peut ainsi suivre l'état de la commande. Ainsi, Connected Pipelines permet à vos équipes de rester unies grâce à la boucle d'information connectée à travers Team Pipelines.




Disponibilité

 

Si vous utilisez déjà la version Team Pipelines de Bigin, alors Connected Pipelines sera déjà disponible pour vous. Vous pouvez vous en assurer en vérifiant si vous voyez l'action "Créer des enregistrements connectés" lorsque vous créez un flux de travail.

Nous avons publié un guide d'aide détaillé pour vous aider à démarrer avec Connected Pipelines.

Essayez cette nouvelle amélioration et faites-nous part de vos réactions dans les commentaires ci-dessous.

 

Pour ceux qui n'ont pas encore essayé Team Pipelines, nous vous suggérons de remplir ce formulaire et nous activerons Team Pipelines pour votre compte. Nous vous conseillons de passer à Team Pipelines le plus tôt possible car nous nous préparons à le déployer pour tous les utilisateurs de Bigin.

 

Sur quoi d'autre travaillons-nous ?

 

Nous avons écouté activement vos demandes de fonctionnalités et nous travaillons sur un grand nombre d'améliorations, notamment l'intégration de Whatsapp, l'affichage du calendrier pour les activités, les pages de réservation en ligne, les formulaires Web pour Team Pipelines et bien d'autres encore.

 

Restez à l'écoute pour de nouvelles mises à jour !

    • Recent Topics

    • Im Stuck in an EDIT ONLY WITH WIZARD issue

      So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

    • Account upgrade

      Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden

    • How to set ALL default dates of my organization to DD-MM-YYYY format?

      All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.

    • How can I sync from Zoho Projects into an existing Zoho Sprints project?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Zoho Subform Workflows onAdd of Row

      Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?

    • Session Expired

      I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

    • Super Admin removal

      I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin

    • Better Notes Commenting

      Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave

    • Exporting Templates

      I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?

    • Power of Automation:: Streamline Associated Teams based on the Task Owner update.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • No Response from Zoho Support in 8 Days - Typical?

      I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming

    • Add QUOTE OWNER profile image to a Quote Template

      I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.

    • Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

      While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)

    • Zoho CRM - Custom Views for Portal Users

      I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.

    • 【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています！

    • Zoho Meeting Plug compatibility with newer versions of Outlook

      Documentation states that the zoho meeting plug in for outlook is only compatible with versions up to Outlook 2019 What is available to users of more up to date versions of outlook/office 365?

    • Getting Attachments in Zoho Desk via API

      Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created

    • Introducing Zoho's own SMS gateway

      We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient way

    • Embedding in Desk articles

      We would like to embed documents in our Desk articles. When we use an iframe for the embed, we get scrollbars and a frame border. Neither of those is acceptable. I've spoken with the Desk Support team about what we want and they tell me that it cannot

    • Zoho CRM button to download images from image upload field

      Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

    • Mass Update Contacts In Zoho Campaigns

      Is there a way to mass update contacts in zoho campaigns? I want to be able to change the content of a field for a few hundred contacts, and can't go through all of them individually.

    • report showing assignment type

      Hi, We've created a number of workflows to allow us to auto assign tickets to agents based on keywords and other criteria. I'm struggling to create a report that would show me what is the percentage of tickets that are assigned automatically via workflows

    • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

      Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,

    • Placeholders in Ticket Templates

      We should be able to use placeholders in ticket templates. When we create a new ticket, our description field is shown to the client in the email they receive.  It would be very handy to be able to personalize that description field in our ticket templates to pull in the name of the client that the ticket is for. Using them in the subject field as well, so we can auto populate Account Names, etc. 

    • when the record is created the tag want to Show as Opportunity how i achive this using Deluge Script

      In the quotation i have the work flow schedule for create opportunity record in the module , on that time the quotation tag select as opportunity created. How i achive this using Deluge Script . this like i want to Do tag1 = Map(); tag1.put("name","Nurturing

    • Delete a channel

      I need delete a channel in tickets.

    • Copy / Duplicate Workflow

      I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

    • Subtasks don't update parent task's times

      Hi there: I've recently upgraded to premium and check that subtasks completion % don't update the proportional completion of the parent tasks related to it.  We've been challenging with the problem of having to update twice or sometimes 3 times the completion of the related tasks. I've seen posts similar to this, of 3 years old.  Is there any roadmap for making this happen in a future release? Thanx César Ratto Lima, Perú.

    • Should I Use DMARC?

      When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

    • Mail ToDo & Tasks Webhooks

      Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

    • Can't upload attachments.

      I can't upload attachment in Zoho Mail.

    • Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’

      In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights and

    • Message "...does not support more than 100 distinct values..." WHY????

      I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values.  Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT.  What is blocking this?

    • Need Easy Way to Update Item Prices in Bulk

      Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices

    • Let's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons

      Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox or

    • Vendor Signatures Needed for Purchase Orders

      Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.

    • Is there an API to "File a Ticket" in Desk

      Hi, Is there an API to "File a Ticket" in Desk to zoho projects?

    • Store "Sign in with Google/Microsoft/GitHub etc." details

      Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username

    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

    • Next Page