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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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 SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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 ...