[Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation
Resources to help | |
Feature Restrictions | Currently available on early-access only for US data center accounts |
Features Role | CommandCenter as a Service uses signals across Zoho services to propel the movement of records through different stages of a business process |
Note: CommandCenter was introduced as a feature within CRM in 2020. Zoho's CommandCenter is a standalone service that operates across Zoho platforms.
For the sake of clarity, please note that in this post, we will refer to CommandCenter feature in Zoho CRM as "Zoho CRM's CommandCenter", and "CommandCenter as a Service", as "Zoho's CommandCenter"
CommandCenter is powered by signals. Signals are events performed in various arenas of Zoho applications that can be used to trigger the transition of a record to its next state.
Signals serve as the backbone of the CommandCenter builder., Let's understand a little more about them.
When you want to connect various customer touchpoints together, and build your customer journey end-to-end, there are many, touchpoints involved.
Let's consider a real estate business powered by Zoho One end-to-end. .This company uses the following modules for their operations:
- Zoho CRM for client management
- Zoho Finance for bookkeeping
- Zoho Desk to provide support to clients
- Zoho Meeting to setup online sessions with prospective clients
- In their business process, each customer record moves through different stages in each of these services. For example, a lead moves from a "needs assessment" stage to a "needs assessed".
- Here, for the record to move, it must transition through a stage of "assessment" where "type and budget" details are captured. This transition is fuelled by certain actions which we will configure.
- In this example, we will configure the transition based on a trigger that the company brochure is downloaded or that a query is submitted on the website.
Each of the actions of updating these fields serve as a trigger for the movement of one or more record(s). We call these actions, "Signals". At the backend, Signals route the events to multiple destinations. Signals can be setup for several Zoho services, including Zoho CRM. CommandCenter is setup such that any signal can be captured from other Zoho Apps to trigger the movement of a record to its next state.
Default signals - Default signals available in Zoho CRM, Desk, Survey, and Webinar are supported now. Default signals from other Zoho services, and third-party integrations will be supported down the line.
Custom signals - API triggers or custom signals allow your system to use ANY event as your trigger, besides the readily available signals. Custom signals broaden CC's capabilities by allowing transition of records based on custom events that are specific to your business, making your mapped customer journey that much more accurate.
CommandCenter as a service ties together every single touchpoint of a record, mapping the whole customer journey with all its bits and pieces in ONE space. . Right from capturing information and creating leads, to the final stage, anything that can be automated is mapped within CC. Many of us are familiar with Zoho CRM's CommandCenter that runs and manage an entire business-process end-to-end. CRM's CommandCenter not only allows you to map your customer journey across multiple modules in a single space, but also guides and automates every action in a single space. Zoho's CommandCenter isn't an alternative to this, but an avenue to use and tie together your business processes, across multiple Zoho services. It uses triggers to execute different actions through different Zoho apps, at different stages (states) of a customer lifecycle.
The main components of this tool are:
States - The building blocks of a CC flow. They signify the state/stage a record is stationed at that point of the process. In our real estate example, we have many states. Pre-approval, Funds processing, Inspection completion, Loan approval, etc
Transitions - The process initiating the movement of a record to its next state. A "Documents verification in progress", between the "Waiting for approval" and "Documents verified" states.
Triggers - Triggers are our signals that propel the transition of records. Any default or custom signal can be used as a trigger for a transition.
Actions - At every stage, automated actions that are configured such as email alters, field updates, task creation, or any custom action.
Here's a quick overview on how Zoho's CommandCenter adds to the existing automation options.
Comparison 1 - Workflows | Comparison 2 - Blueprint | |
Feature | Help automate any set of actions within a module Automation rules | Mandates certain actions from the user's end (manual) before a record is transitioned. (includes workflow functionalities in actions) Internal process application tool |
Use-case achievable | During the document verification process, we need to automate the "Document submitted" field in the Contact page, based on a rule that a Webform is filled. | Business process steps that can be included in Blueprint. Collateral Assessment| Documentation Check| Document first release| Legal Verification | Release of loan | Loan closure/rejection (based on approval/denial) |
Comparison 3 - Zoho CRM's CommandCenter | Comparison 4 - Zoho's CommandCenter | |
Feature | Allows the entire business process from your CRM to be created end-to-end, within a single space across modules Cross-module online journey orchestration tool in Zoho CRM | Builds an online replica of your business process with the various entries of the records and signals across all Zoho services in ONE space Cross-Zoho online replica of a business process |
Use Case achievable | All the steps under Comparison 2. Additionally, we will be able to map the following steps of our business process in CRM. Pre-approval | Manual approval | Document verification | Loan rejected | Address verified | Loan rejected (if address proof is not submitted) | Loan approved | Funds processing initiated | Loan sanctioned | Loan closed | Loan settled | Overdue (in case of payment failure) | Overdue proceedings in due | Overdue proceedings settled (After legal proceedings are initiated) | All the steps under Comparison 3. Additionally, it will be able to include the following signals as triggers - Filling of a customized survey used during home inspection process - Booking of slots using Zoho Meeting to schedule a call with the realtor to understand requirements - During the loan process, closing of customers' tickets created on Zoho Desk is used as a trigger to fully end their purchase |
What's new with Zoho's CommandCenter
- Advanced reporting for CommandCenter allows for tracking and measuring customer journeys, noting and rectifying pain points as the journey progresses.The new Pivot Charts in reports is noteworthy.
- Unifies data across multiple apps, but also for multiple orgs across each application.
- Custom signals or API triggers to flexibly trigger a transition based on any event from other Zoho services.
Note - We've enabled CommandCenter early-access to our EA community. Do try it out, let us know what you think as comments to this post. We request that you post any issues you face, feedback and suggestions for improvements, and what you like about it. Our CommandCenter team is all ears and will love to join in on the discussion.
Access it at commandcenter.zoho.com
Pricing details - CommandCenter will be included in Zoho One when it is ready for public launch. It will be charged based on a Fair Usage Policy, where the base free limits will vary based on the number of users purchased. Post this, they will be charged for additional usage. We'll let you know the exact limits and pricing details closer to the public launch date
Pricing | Free edition | Enterprise Edition (post free usage) |
Transitions | 300/day | $0.0002/transition |
Actions | 250/day | $0.0003/action |
Journeys | 3 | $5/journey/month (bonus of 1 free user) |
Users | 3 | $2/additional user/month |
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sushmitha B
Jordan Talmor
Aby
Tiffany Stillwell
Marco Carolli
Sticky Posts
[Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation
Resources to help Webinar recording | Documentation Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Unable to enable tax checkboxes
Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition
Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I haveZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in oneManage monthly tasks with projectsf
Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks WillZoho Suite is very slow
Since today Zoho is incredibly slow over all applications! What's going on?Field Dependency Not Working on Detail Page in Zoho Desk
Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appearIs anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t workingCombine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting andOption 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,Transaction Locking with the dynamic date
Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from todayZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingFuel up your sales with the Zoho SalesIQ + Bigin integration
Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let'sDealing with API responses where integers have more than 16 digits
Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input isAdd a 'Log a Call' link to three dot icon in Canvas
Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection andCollaps Notes
There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the noteIntroducing AI-powered Assessments & Zoho's native LLM, Zia
We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiringAbility to Reset Visitor Fields During an Active Chat Flow
Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd personThe Social Wall: August 2025
Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.External ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this needNew in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.
With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers. Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to findAggregating the First Value in the Group By of a dataset
Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancementsIs it possible for contacts to "Re-enter" a workflow in Zoho Campaign?
We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first goAdmin Control Over Profile Picture Visibility in Zoho One
Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile PictureHow can I track which zoho users are actively using Zoho CRM
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activitySeriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multipleTrack Zoho Campaign and Workflow sales impact
I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchaseZoho / Outlook Calendar sync
The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."Tables for Europe Datacenter customers?
It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?What is a line break code for zoho?
Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.". somethingAutomatic Project Owner change
Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from teamButton to add product to cart
Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?Problem with Submit Button Design
I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fixZoho CRM- Authorize your Microsoft Teams account issue
Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message eachPassing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenIs there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM
My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has someAdding a developer for editing the client application with a single user license
Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customerKaizen #207 - Answering your Questions | Advanced Queries using COQL API
Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requestsPrésentation de SecureForms dans Zoho Vault
Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dansNext Page