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.

Zoho CRM Task Areas
Zoho CRM task automation using incoxBot

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

Zoho CRM Task Automation
View key business information from Zoho CRM using incoxBot

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

Zoho CRM Integration
Execute cross app tasks for Zoho CRM tasks using incoxBot

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

Create Task incoxBot
Perform pre-defined tasks in Zoho CRM using incoxBot

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

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