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Vision Infotech Success Stories

At Vision Infotech, we help businesses unlock the full potential of Zoho’s powerful suite by creating customized automation, seamless integrations, and data-driven solutions. Our expertise spans across Zoho CRM, Zoho Books, Zoho Inventory, and more, ensuring businesses streamline their operations, improve efficiency, and drive growth.

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Integrating Zoho Calendar with CRM and Creating Region-Based Events for Leads

Discover how to create events in specific Zoho calendars based on the regions of your leads in Zoho CRM, making your scheduling process more efficient.

Integrating Zoho Bookings with CRM to Schedule Appointments for Leads

Learn how to seamlessly book appointments for leads directly from Zoho CRM and Zoho Bookings, making your booking process more efficient.

Automate Google Reviews Sync: Fetch Reviews from Google My Business to Google Sheets Using Apps Script

This solution automates the process of fetching Google Reviews from your Google My Business (GMB) account and storing them in Google Sheets using Google Apps Script.

Streamlining Approvals with an Automated Approval Process

This system enables businesses to automate approvals based on predefined rules, reducing manual intervention and improving efficiency.

Zoho CRM Customizations for Strеamlining thе Quotе Systеm with Multi-Currеncy Managеmеnt

Implement tailored workflows, dynamic currency conversion, and automated price adjustments to ensure seamless quoting across global markets.

Work Ordеr Automation Using Bluеprint and Kiosk Studio

Streamline your work order management with Zoho Blueprint and Kiosk Studio. Automate task assignments, track progress, and ensure seamless execution of workflows.

Fetching Google Reviews from Google My Business to Zoho Publish

This feature helps businesses improve their online reputation by showcasing customer experiences and enhancing customer trust, all while saving time and ensuring accuracy.

Integrating WordPress with Zoho CRM and Zoho Bookings

This integration streamlines the workflow between WordPress, Zoho CRM, and Zoho Bookings. It enables seamless data transfer from WordPress forms to Zoho CRM, where customer information is managed efficiently.

Integrating Zoho Forms with Zoho CRM: Automating Data Collection and Management

This integration enables form submissions to be directly recorded in Zoho CRM, ensuring accurate and real-time data synchronization.

Case Study: Zoho CRM to Dropbox Integration

Seamlessly connect Zoho CRM with Dropbox to automatically store and manage files. Sync attachments, documents, and records between both platforms for efficient data organization and accessibility.

Zoho CRM to Zoho WorkDrive Integration

Seamlessly integrate Zoho CRM with Zoho WorkDrive to automate file storage, improve collaboration, and streamline document management.

Zoho CRM Custom Module with Zoho Projects Two-Way Sync

Set up a two-way sync between Zoho CRM’s custom module and Zoho Projects to ensure seamless data flow, enabling updates and data consistency across both platforms.

Sync Google Reviews from GMB to Zoho CRM & Zoho Analytics

Automate the retrieval of Google reviews from Google My Business (GMB) into Zoho CRM and seamlessly transfer them to Zoho Analytics for detailed insights and reporting.

Google Maps Integration in Zoho Creator: Enhancing Location-Based Insights

Fetch data from Zoho CRM using the Account Name and retrieve Facility Addresses from the Subscription Module. Utilize the Google Maps API to display markers on the map in Zoho Creator based on the facility addresses.

Zoho Books to QuickBooks Customer Two-Way Sync

Seamlessly synchronize customer data between Zoho Books and QuickBooks in real time. Ensure accurate, up-to-date records across both platforms with automated two-way syncing.

Zoho Flow Integration with WordPress and Zoho CRM

Automate data transfer between the two platforms, streamline lead management, and enhance customer experience by syncing form submissions, customer details, and more from WordPress to Zoho CRM without manual intervention.

Intеgration of Zoho Landing Pagе with Markеting Automation and Zoho CRM

Seamlessly connect your Zoho Landing Page with Zoho CRM and marketing automation tools to capture leads, automate follow-ups, and streamline sales processes.

Customization and Automation in Zoho CRM: Transforming Workflows for Efficiеncy

Enhance efficiency and streamline workflows in Zoho CRM by customizing modules, fields, and views, while automating tasks and processes for improved productivity and reduced manual efforts.

Populatе Data to Zoho Writеr Documеnt and Gеnеratе Attachmеnt in Zoho CRM

Automate the process of populating dynamic data into a Zoho Writer document and generate an attachment, which can be linked directly to records in Zoho CRM for seamless document management and storage.

Gеnеrating Documеnts with Zoho Sign

A streamlined process for creating and signing documents using Zoho Sign, allowing users to electronically sign and manage agreements seamlessly.

Implеmеnt Wеbhook Notification from Zoho Dеsk to F5M Support Channеl

Set up a webhook to automatically send notifications from Zoho Desk to the F5M Support Channel, ensuring seamless communication and real-time updates for support team activities.

Connеct Zoho Forms to Salеsforcе

Seamlessly integrate Zoho Forms with Salesforce to automatically capture form submissions and store the data in Salesforce records.

Automatic Record Sync from Salesforce to Zoho CRM

Streamline data management by automating the synchronization of records between Salesforce and Zoho CRM, ensuring seamless updates and consistency across platforms.

WordPrеss to Zoho CRM Intеgration Using API

This integration allows real-time syncing of customer information, ensuring that data captured on WordPress forms is directly pushed into Zoho CRM for better customer relationship management.

Zoho Pеoplе Intеgration with Zoho Cliq: Automating Mеssagеs Using Dеlugе Script

Integrate Zoho People with Zoho Cliq and automate the process of posting messages to Cliq channels using Deluge scripting.

Custom Widgеt in Zoho CRM

A custom widget in Zoho CRM allows users to enhance their CRM experience by integrating third-party applications, automating workflows.

WordPress and Zoho Books Integration Using Zapier

Seamlessly connect your WordPress site with Zoho Books using Zapier to automate workflows, synchronize data, and streamline invoicing and payment processes.

Case Study: Integrating Zoho Inventory with Zoho CRM

Seamlessly connect Zoho Inventory with Zoho CRM to streamline inventory management, synchronize stock levels, and enhance customer relationships by automating order processing and tracking.

Intеgration of Zoho Invеntory and Zoho Books

This integration allows for synchronized stock updates, invoicing, and real-time data flow between both platforms, ensuring efficient business operations.

Case Study: Building a Powerful Chatbot with Zoho SalesIQ

Automate customer interactions, enhance engagement, and improve support efficiency with AI-driven responses and customizable workflows.

Streamlining Business Operations with WordPress, Zoho CRM, and OneDrive Integration

This integration connects WordPress, Zoho CRM, and OneDrive to streamline data management, automate lead capture, and efficiently store and access files across platforms.

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