Empower your workflows with Actions by Zoho Flow–now available for Standard and Professional editions
Enhance automation and collaboration across your favorite apps directly within Zoho CRM
Dear users,
We're thrilled to announce the expansion of
Actions by Zoho Flow, previously available only to our Enterprise and Ultimate editions, to our Standard and Professional editions. This update is part of our commitment to provide all our users with powerful automation tools that integrate seamlessly within Zoho CRM.
What is "Actions by Zoho Flow?"
Actions by Zoho Flow extends your CRM workflows beyond Zoho, allowing you to automate actions in third-party apps. This means you can manage workflows that connect directly with other tools like Active Campaign, Microsoft Teams, Asana, and many more, all without leaving your CRM. Whether you're nurturing leads, managing projects, or coordinating team tasks, Actions by Zoho Flow makes it simple and effective.
Key capabilities
- Automated workflows across apps: Automate routine tasks across different platforms, like scheduling appointments in Acuity or updating task boards in Trello, directly through your CRM workflows.
- Easy setup: Navigate to Setup > Automation > Actions in your CRM to access the Actions by Zoho Flow tab where you can manage and create new actions or connections easily.
- User permissions: Available to users with Manage Automation permissions, this ensures only authorized personnel can configure and manage these integrations.
![](https://static.zohocdn.com/zoho-desk-editor/static/images/info.png)
Configure Actions by Zoho Flow within your existing CRM settings. For a comprehensive guide on setup, use cases, and additional credits pricing, visit our
help documentation.
If you have suggestions or need specific apps supported, please share your thoughts in the comments below, or reach out to us at support@zohocrm.com.
Thanks,
Nizamuddin
Zoho Developer Community
Deliver unforgettable customer experiences
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
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Announcing the demarcation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have demarcated the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
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
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.