We will demonstrate how you can easily connect SaaS Applications using INCOX™. In addition, we can discuss specifcs like (I) Fitment of INCOX™ for your business (II) Your need for any new apps/workfows inclusion (III) Any other queries you may have.
Home / Blog / incoxBot – ZOHO CRM Task Automation and Integration
incoxBot – ZOHO CRM Task Automation and Integration
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
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.
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.
"INCOX™" is the brand name of ‘iPaaS’ Platform (Integration Platform As a Service) developed by dot2Globe Solutions. The platform leverages next generation technologies like AI/NLP to facilitate a seamless integration of Online Software-As-Service (SaaS) Applications through Chat Interaction.