How are Blueprints in Zoho CRM different from Zoho Flow?
Blueprint allows you to create a replica of your offline business process in your CRM. From lead generation to deal closure, an organization follows multiple business processes. You can use blueprints to give your CRM users a guide for how to carry out all the steps in a business process. For example, you need to collect certain documents before sending a quotation to your customer. You can set up a stage in a blueprint that mandates document upload and only the record will only be allowed to move to the next stage (Sending quotation) once the correct documents have been uploaded.
Zoho Flow is an integration platform that helps you connect different applications without using any code. For example: Zoho Mail App and Google Calendar. You can use Flow to create a connection between these two platforms that creates an event in Google calendar for every new email that you receive in Zoho Mail.
Related Articles
Best CRM tools for your business to thrive remotely
The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...
Which edition will the new CRM account be subscribed to?
Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...
I am unable to create new CRM organizations. Why is this?
In the following cases, you will not be allowed to create a new organization: If you are already associated with 10 org accounts. If you are a Super Admin in five org accounts. You can be associated with up to five more accounts through invitation ...
Can I invite a CRM Plus or Zoho One account user to join a CRM org? How many Zoho One accounts can they be part of?
Yes, a CRM user can be invited to a CRM plus or Zoho One account. You must consider the following points: A CRM user can be part of 9 CRM Plus accounts through invitation. A CRM user can be part of 1 Zoho One account as an internal user. Whereas, the ...
Difference between CommandCenter, Blueprint, Orchestly, and Zoho Flow
This document will explain the difference between different Zoho applications that are used to build and manage business processes. Comparison metric CommandCenter Blueprint Orchestly Flow What does it let you do? Build a journey in CRM to get an ...