ZOHO CRM's Blueprint resource allows you to streamline your processes through the systematic automation of workflows and triggers based on your organisations needs. Once you have defined all the stages in your process Blueprint allows you to: ...
ZOHO CRM Recycle Bin: ZOHO CRM provides the ability to access records that have been deleted and moved to the Recycle Bin. These records are available for 60 Days following deletion. After the 60 days these records will no longer exist in your CRM ...
ZOHO CRM Audit Log: The ZOHO Audit log provides a chronological sequence of all actions completed in the CRM by Users or Workflows. It assists in identifying and reviewing these changes or events and also identifying the User or Workflow that ...
Using Webhooks: Webhooks allow for communication between your ZOHO CRM and third-party applications. Instant web notifications are sent out every time an event occurs. By using the Webhooks, you can configure HTTP URL’s and associate them to ...
Backing up Data in your CRM: ZOHO CRM provides the ability to backup your data either as a one-off request or you have the ability to arrange a weekly, biweekly or monthly backup. In the Paid Editions you have access to 2 data backups each month. ...