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. 

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