It always seems that there are more than one way to use ZOHO and the answer always seems to be "It depends".

I guess that's the trade off between flexibility and structure.

It would be great if ZOHO produced a series of "here is your alternative option" but as each App has it's own "Team" I'm guessing they will have a biased solution.

So here is my question or at least my understanding of the approach.

I have a form on my Web Site that I use to collect subscriptions to my Blog and Newsletter.

i have a form that collects names for people who are interested in getting more information on my services

I use Zoho Bookings for calendar bookings and these are also embedded into my website.

I use GSuite because I have a corporate email that is linked to my Web Host and I get and receive emails from people who are not in my CRM, and there is no need for them to be in it.

So I am waiting for ZOHO to develop an API for a GSuite connection so i can send emails from GSuite and have them connected to my CRM Contact.

I have linked the CRM to ZOHO Campaigns from a view in the CRM with a custom field "selection box" so when it is checked it links with Campaigns.

i would like to have the Campaign list segmented based on certain criteria.

I send out a weekly blog and a monthly newsletter.

Which Form should be used to collect these names CRM Forms or ZOHO Forms?

I would like to have a drip campaign for people wanting more information on my product.

I haven't even started on Blueprint or standard business processes.

I'm assuming i would use the CRM Form and have a Workflow automation to send out a drip campaign.

I would like people who Book a meeting be entered into the CRM as a Lead. I have email reminders that are sent from Bookings but these Templates are different from the CRM email templates.

Is anyone confused by now.

Do I just go to an expert and ask them to build this for me. One of the reasons I chose ZOHO was so i didn't have to lock myself into a consultant and every time I wanted to change something it would cost, but it seems the system is so flexible it's painful.

can someone tell me I am going about this the wrong way and there is a very simple process for designing what I think is a relatively simple sales and business process.