incoxBot – ZOHO CRM Task Automation and Integration

Overview:

In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in Zoho CRM. incoxBot is a bot built on Slack through which you can perform tasks across your SaaS business applications at simple button clicks. Access all your apps from one place!!

Matching Business conditions:

incoxBot can come handy for a small-medium business using applications that are accessible over internet otherwise called as SaaS applications.

• Need to work across multiple applications at multiple times in a day
• Most of the tasks are routine day-to day tasks
• The day-to day tasks either follow a sequence or can be adhoc
• There are no in-house IT/development resources available
• Access to select key business information, anytime & anywhere without complexity
• Time & Cost are a critical factor for business i.e. prefer self-service if it can save cost

Supported Tasks for Zoho CRM:

ZOHO CRM Integrations for incoxBot offers the following capabilities:

• Add new leads in Zoho CRM as Members to Zoho Campaigns (Cross-App)
• Add new Zoho CRM leads to MailChimp List (Cross-App)
• Create/Update and View Leads/Deals information
• Convert Leads to Deals
• View following Leads Information
  • View Leads by Name
  • View Recently Converted Leads
  • View Accounts by Value (max to min)
  • View Account Details by Name
  • View Recent Accounts (new to old)
  • View Contact Details by Name
  • View Recent Contacts (new to old)
• View following Deals Information
  • View Top Deals ‘Won’
  • View Recent Deals ‘Won’
  • View Top Deals by Salesperson
  • View Recent Deals by Salesperson
  • View Top Deals ‘Lost’
  • View Recent Deals ‘Lost’
  • View Deals Count by Contact Name
• View Contacts & Account Details

Screen-shots:

ZOHO CRM Main Task Areas. You can notice the buttons which signifies the pre-configured tasks.

Query key business information on the Go. A business user can have access this information anytime, anywhere from a single window

Perform cross-app tasks as suggestions. You can also follow a workflow sequence by calling different apps and executing related actions on them.

Using incoxBot, one can perform ‘create’ action on their favorite apps on the go.

Business Benefit

• Perform pre-defined Create, Update and View tasks on Zoho CRM
• Business on the Go – Key information available any time & across devices
• All from one place – Interact with your app & Collaborate across stakeholders without leaving Slack
• Improve productivity and efficiency in working with your business app.

Sign-up for a trial / Request for a demo to explore incoxBot!! Send your queries to contact@incox.net and issues to support@incox.net