FAQs on Blueprint | Online Help - Zoho CRM

How are Blueprints in Zoho CRM different from Zoho Flow?

Blueprint allows you to create a replica of your offline business process in your CRM. From lead generation to deal closure, an organization follows multiple business processes. You can use blueprints to give your CRM users a guide for how to carry out all the steps in a business process. For example, you need to collect certain documents before sending a quotation to your customer. You can set up a stage in a blueprint that mandates document upload and only the record will only be allowed to move to the next stage (Sending quotation) once the correct documents have been uploaded.

 

Zoho Flow is an integration platform that helps you connect different applications without using any code. For example: Zoho Mail App and Google Calendar. You can use Flow to create a connection between these two platforms that creates an event in Google calendar for every new email that you receive in Zoho Mail. 

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • Blueprint: Sample Process Flow

                                                            Sample Process Flows In the following slide deck, you will find sample process flows for business from various sectors such as Education, Real Estate, Insurance, Banking and Finance. These are generic process flows meant to give you the perspective ...
                                                          • Difference between CommandCenter, Blueprint, Orchestly, and Zoho Flow

                                                            This document will explain the difference between different Zoho applications that are used to build and manage business processes. Comparison metric CommandCenter Blueprint Orchestly Flow What does it let you do? Build a journey in CRM to get an ...
                                                          • Designing a Blueprint

                                                            Building a process is largely a 3-step procedure.  Enter Basic Info: Specify the  module ,  layout  and  field  for which the process should be created. Define the Process Flow:  In the  Blueprint Editor , define the process flow right from the  ...
                                                          • Executing a Blueprint

                                                            Access My Blueprint Records Once the Blueprint has been configured, records meeting the process criteria will enter the process and the Transition Owners mentioned in the Blueprint will be able to execute their respective Transitions. In order to ...
                                                          • Most Recent Updates in Blueprints

                                                            Blueprint Enhancements - An Overview A Blueprint in Zoho CRM is designed to help you execute a business process in a well-defined, systematic manner. With a Blueprint you can, Define every stage in a process and associate the right people with each ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources