Zoho & Other CRM's
Zoho CRM & Third-Party CRM Integration
We set up and customize CRM systems like Zoho, HubSpot, Salesforce and custom platforms to help businesses manage leads, automate follow-ups, track sales and improve customer communication from one central place.
We have implemented the complete e-visa booking automation workflow.
When a customer applies through the web portal, the contact is pushed into Zoho CRM through API. If payment is not completed, the contact is tagged as Pending. Based on this tag, Zoho Campaigns sends automated reminder emails after 24 hours, 48 hours, and then every 7 days until payment is completed.
Once payment is done, the contact is marked as Paid. After that, Zoho Campaigns sends an email with a link to complete the second part of the e-visa application. When the second part is submitted, a thank-you email is automatically sent.
After the company sends the final e-visa, the contact is tagged as Visa Sent, and the final confirmation email is triggered.
So the full journey is automated through Zoho CRM, Zoho Campaigns, API integration, active sync, tags, and workflow-based email communication.
Zoho CRM
We help set up, customize and integrate Zoho CRM so your sales and customer management process becomes smoother.
HubSpot
We help set up, customize and integrate HubSpot so your marketing and sales process becomes more organized and effective.
Salesforce
Salesforce helps businesses manage sales, leads, customer data and support activities from one powerful CRM platform.
Mailchimp
Mailchimp helps businesses manage email campaigns, audience lists, signup forms and marketing automation.
What We Offer
- Zoho CRM setup and customization
- HubSpot CRM and marketing automation
- Salesforce CRM configuration and integration
- Mailchimp email campaign setup
- CRM workflow automation and lead management
- CRM setup with clean contact management
- Lead capture forms and enquiry tracking
- Sales pipeline and follow-up automation
- Email campaign and audience segmentation setup
- CRM integration, testing and ongoing support
Execution Approach
How We Build Connected CRM Workflows
Zoho
Hubspot
Salesforce
Mailchimp