Zoho automation
Automate your repetitive Zoho CRM admin. Designed for seamless data flows, ThinkAutomation for Zoho will save you countless keystrokes. The product will push-pull data to and from Zoho CRM to link any needed systems across your tech stack.
And, on top of this seamless data integration service, ThinkAutomation can run any number of automations against the data inside Zoho CRM – from sentiment analysis to translation.
Zoho automation – overview
- ThinkAutomation can read and update entities in Zoho CRM
- To configure, connect ThinkAutomation into Zoho CRM using our automation studio
- You can then design any desired workflow – orchestrating your connections, conditions, and automations via a drag-and-drop interface
- ThinkAutomation offers infinite extensibility to handle as many processes, data volumes, and system connections as you need
- It will monitor connected systems 24/7, check for new data every 60 seconds, and run automations in split seconds
Zoho automation – use cases
- Parse inbound messages from emails and web forms to create new Zoho CRM records automatically, using the relevant extracted information
- Push parsed data from messages into existing CRM records, to update customer accounts with the latest interactions automatically
- Import data from Zoho CRM modules into tables in your databases or spreadsheets
- Perform automated Zoho CRM data extraction, running advanced data pulls to segment/manipulate data and run targeted campaigns
- Monitor Zoho CRM records for emotive phrases and run sentiment reports, with custom workflows to act on opportunities/risks
- Add counters or ‘tokens’ for data input you’d like to track inside Zoho CRM, such as keywords or field values, to monitor then run subsequent automations or reports
- Upload files to Zoho CRM – including email attachments and documents from monitored local folders
- Plus countless more, depending on your desired use case
- Backup emails
- Email attachment storage
- Email parsing
- Email sentiment analysis
- Email to cloud
- Email to CRM
- Email to CSV
- Email to database
- Email to spreadsheet
- Email translation
- Move email attachment to folder automatically
- Outlook export all emails
- Parse email attachment
- Translate attachment
Database
- Data ETL
- Database automation
- Database counters
- Database monitoring
- Mongo update
- SQL to Excel
- Translate database
- Update a database
Telephony
CRM
- CRM data entry
- CRM sentiment analysis
- Dynamics automation
- Salesforce automation
- SugarCRM automation
- Zoho automation
Automation actions
- Automatic compression
- Automatic encryption
- Automatic translation
- Create hash file
- Database lookup
- Date operation
- Detect language
- Execute PowerShell
- Execute script
- Extract field
- File operation
- FTP download
- FTP upload
- GeoIP lookup
- MongoDB lookup
- OAuth sign-in
- Process files
- Run a program
- Send Teams message
- Sentiment score
- Set variable
- Speak text
- SQL command to update data in a database
- SQL execute command
- String operation
- Summarise text
- Train sentiment analysis model
Product
- .NET scripting
- Automation gateway
- Automation IDE
- Automation studio
- C# scripting
- Continuous processing
- Design actions
- High speed automation
- HTTP API
- JSON parser
- Local automation
- Markdown support
- Message store
- Public web API
- RPA community
- RPA designer
- SendGrid mail server
- Text summariser
- Visual Studio code paste without formatting