Zoho CRM Automation for Digital Marketing Agency

I worked with the agency to streamline their operations and automate them to make their operations easier and invest no time in manual recurring processes. Here are some use cases from our work-

1. Transfer the leads from Google Sheets to Zoho CRM as and when a new row is added to the sheet or the existing row is updated.

2. Transfer the leads from Facebook ads to Zoho CRM as and when a new lead is generated using Facebook ads.

3. Transfer the leads from the WordPress website’s Elementor form to Zoho CRM as and when a new lead is generated using the WordPress website’s Elementor form.

4. Transfer the leads from the WordPress website’s Fluent form to Zoho CRM as and when a new lead is generated using the WordPress website’s Fluent form.

5. Send respective emails for the appropriate purpose to the client based on the meeting outcome.

6. Transfer leads from Zoho CRM to Snov.io

7. Transfer Calendly leads to Zoho contacts

8. Calendly new meeting in Zoho meeting (events)

9. Send direct WhatsApp messages from Zoho CRM directly. Using WATI and Zoho CRM direct integration.

10. Formatting using Python script for mobile numbers before entering them into Zoho CRM leads only to keep the last 10 digits of the number and remove the country code if any.

11. Create a contract template for clients of an agency with editable fields and sign using Zoho Sign and integrate it with Zoho CRM.

12. Calendly meeting reminders as WhatsApp messages 15 minutes before the meeting.

13. Once the status is paid for a Zoho Book invoice, send a WhatsApp thank you message to the respective client with a receipt link to download.

14. WhatsApp reminder message for invoice payment when Zoho books invoice due date is reaching in 6, 3, 1 day. If the Invoice is paid in between these reminders then don't send reminders.

15. Custom app, trigger, and action creation on Pabbly connect, Zapier

16. Modify/Troubleshoot the make.com scenario for WordPress-Zoho CRM-Snov integration to get the data flow into the CRM from various website forms as the flow was set only for one form and data from others was not coming.

17. Modify/Troubleshoot the make.com scenario for Calendly to Zoho CRM integration to accommodate regular expression checks and get the data into the CRM. Data here was not at all coming to CRM.