Your team should not copy data between modules or retype a lead's source. We build the automation in Zoho CRM: workflow rules, Zoho Flow, Deluge custom functions, scheduled functions, webhooks and buttons that run your process for you.
900+ integrations completed · We sign BAAs
How the automation works
A record is created or changed, a webhook arrives, a button is clicked or a schedule runs
A workflow rule, a Zoho Flow or a Deluge function decides what happens
Records updated across modules, another app called, or a person alerted
If a step fails, your team gets an email instead of a silent gap
Zoho CRM workflow rules handle the simple cases: when a field changes, update another, send an email, create a task.
Zoho Flow connects Zoho CRM to other apps without code, and it fits when one event needs to reach more than one system.
Deluge is Zoho's scripting language. Custom functions handle the logic settings cannot: parsing a URL into fields, updating related records across modules, calling another system's API, or running on a schedule. We pick the right tool for each step and document what runs where.
What's included
The lead source and marketing channel filled in from the tracking data on every lead, by rules you agree on.
Landing page URLs parsed into campaign and source fields, so every lead carries its tracking.
A change on one record updates the others, like a discharge date that moves a contact to alumni.
Deluge functions that run on a schedule to sync records with another system and email a summary of mismatches.
Calls, chats and forms from other systems arriving by webhook and creating or updating the right record.
Custom buttons that run a process, like a re-admit button that starts a new deal, or one that sends a summary and attachment to a team channel.
Flows between Zoho CRM and other apps, and auto responders turned on or off so contacts get the replies you want.
An email when an automation fails, and a written list of every automation in your account.
Every system we connect to Zoho CRM, in one list
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage and Avochato conversations saved to the lead
Kipu and Zoho CRM kept in step
Google Ads, Microsoft Ads and Meta leads in, offline conversions out
ActiveCampaign lists and automations that follow Zoho CRM
Zoho CRM data in Google Sheets and Looker Studio
Calls, texts and recordings on the Zoho CRM record, with a telephony widget
On a free call we go through the steps your team repeats and the automation you already have, and show you what we would build.
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How it works
We look at your Zoho CRM account, what your team needs from it, and what is not working today.
What we will build or fix, written down, with a project quote you approve before we start.
Built in Zoho CRM and tested with real records before your team relies on it.
Live with your team, with written steps and support when something changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Deluge is Zoho's scripting language. It runs custom functions inside Zoho CRM, from buttons, workflows, schedules or webhooks.
Zoho Flow fits app-to-app steps that do not need custom logic. Deluge fits when the logic is specific to your process or has to call an API directly.
We add error handling and email alerts, so a failure reaches your team and gets fixed.
Yes. We list every workflow, flow and function, remove duplicates, move credentials into org variables, and document what is left.
By project, not by the hour. The first call is free, and you get a project quote after it.
