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Create business workflows for CompanyHub without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular CompanyHub workflows

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Add new Zoho Campaigns contacts to CompanyHub


Add new contacts on your email marketing app to your CRM. This flow adds new Zoho Campaign contacts to CompanyHub.

How it works
1) A contact is created in Zoho Campaigns.
2) Zoho Flow adds the contact to CompanyHub.
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Add new Zoho Campaigns contacts to CompanyHub

Zoho Campaigns + CompanyHub

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Add new CompanyHub contacts to Contact Plus


Automatically add new CRM contacts to your contact management app. This flow adds new CompanyHub contacts to Contact+.

How it works
1) A new contact is added to CompanyHub.
2) Zoho Flow adds the contact to Contact+.
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Add new CompanyHub contacts to Contact Plus

CompanyHub + Contacts+

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Verify emails using DeBounce and add contacts in Autoklose when contacts are created in CompanyHub


When a contact is added to your CRM, use this flow to verify their email address and add them to your sales email automation platform. This flow verifies the email address of the newly added contact in CompanyHub and adds them as a contact in Autoklose.

How it works
1) A contact is created in CompanyHub.
2) Zoho Flow verifies the email of the contact using DeBounce and add the contact to Autoklose.
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Verify emails using DeBounce and add contacts in Autoklose when contacts are created in CompanyHub

CompanyHub + DeBounce + Autoklose

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Verify email addresses using DeBounce and create contacts in CompanyHub for new addresses in Direct Mail for Mac


Automatically verify an email address and create a contact in your CRM every time a new email address is added to your email marketing app. This flow verifies new addresses added to Direct Mail for Mac using DeBounce and then creates a contact in CompanyHub.

How it works
1) A new email address is added to Direct Mail for Mac.
2) Zoho Flow verifies the email address using DeBounce and creates a contact in CompanyHub.
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Verify email addresses using DeBounce and create contacts in CompanyHub for new addresses in Direct Mail for Mac

Direct Mail for Mac + DeBounce + CompanyHub

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Record created

Triggers when a new record is created in a specified custom table

All Actions - Actions are the automated tasks

Create record

Creates a new record in custom table

Update record

Updates a record in specified table

Find record

Finds an existing record in the specified table that matches your search query

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What is CompanyHub?

CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations and more.

CRM

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Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more

Toto

Technical Engineer, Master Liveaboards

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