Easy automation across apps from within your CRM

Hello everyone,

We're releasing a feature that we think you'll love!

It's called Actions by Zoho Flow .

As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've required the building of custom integrations or the use of an integration platform outside your CRM (like our very own Zoho Flow).

Now, these actions can be configured within your CRM. Here's a quick look at how straightforward and easy this configuration is:

Don't want to stop with just adding leads to Active Campaign? You can go ahead and automate routine actions in other apps as well:

Once a lead has been qualified, an appointment is created in Acuity to initiate more extensive discussions.
When a deal is created, a new card is added to the right board in Trello to help your team collaborate and manage their tasks.
When the deal moves to the negotiation stage, a new channel is created in Microsoft Teams to help kick-start real-time collaboration amongst sales reps, legal team members, senior executives, and others. Once a deal is closed, a message is added in the Delivery channel.
When a sales order has been created, a new project is created in Asana with relevant details from Zoho CRM to fulfill the order and manage our work.
Once a delivery is done, a message is added in the Installation channel in Slack to notify the installation team.

This are just small examples of what's possible with Actions by Zoho Flow.

Pricing-related details

This feature will have a usage-based pricing model.

Credits and actions
One credit will be charged for each successful action. Every month, you'll be charged based on the number of credits you've consumed in the previous month.

Please note that every month:

You won't be charged for the first 100 credits that you consume.
Once that limit is exceeded, you'll be charged for additional credits.
You can set a limit on the additional credits that can be consumed per month.
Once that limit is reached, actions will not be executed in the present month.
If you want actions to be executed, you'll need to increase the additional credit limit.

Pricing
The unit price of additional credits is broken down into the following slabs:

For example, if you've used 55,100 credits, the total cost will be $88.50 and the breakdown will be as follows:

First 100 credits are free = $0
Next 20,000 credits at $2 per thousand credits = $40
Next 30,000 credits at $1.40 per thousand credits = $42
Final 5,000 credits at $1.30 per thousand credits = $6.50

Credits tab
You can manage your credit limits in Actions by Zoho Flow > Credits .

You'll also be able to view and change the monthly credit limit in the Manage Subscription page. Under Usage Based Add-ons , you'll be able to modify the additional credit limit.

Starting out, Actions by Zoho Flow will offer access to the most commonly used apps available in Zoho Flow. Over time, we'll incrementally add support for the remaining apps. If you'd like a particular app to be supported, please drop a comment below.
For now, you can associate only one Action by Zoho Flow per condition in your workflow rule.
This feature is not available in sandbox.
To set the credit limit above 500,000, you'll need to contact support@zohocrm.com .
For users on an annual plan:

The monthly limit still applies. So, after you exceed the limit, you won't be able to execute actions for the rest of the month.
The payment isn't monthly. It's consolidated. You'll be charged at the end of the year.

For more details, please refer to this help document: Actions by Zoho Flow .

Availability

Editions: Enterprise and above

DCs: All DCs [Updated on 3 Nov 2023]

This feature has been released to all users in all DCs. [Updated on 10 Jan 2024]

Do try out this feature and let us know your feedback!

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all