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

Popular Gro CRM workflows

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Create Gro CRM contacts from new contacts in Zoho Desk

There are going to be occasions where customer interactions will happen on both support and sales channels. Sometimes even with the same customer. This flow creates a Gro CRM contact automatically, every time a new contact is created in Zoho Desk.

How it works
1. A contact is created in Zoho Desk.
2. Zoho Flow automatically creates a Gro CRM contact with the details of the new Desk contact.
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Create Gro CRM contacts from new contacts in Zoho Desk

Zoho Desk + Gro CRM

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Create Gro CRM account for new Google Contacts

The tasks of creating a Gro CRM account for your new Google contacts doesn't need to be manual. Get it done in an instant using this Flow. Every time a new contact is created in Google Contacts, a new account is created in Gro CRM.

How it works
1. A new contact is created in Google Contacts.
2. Zoho Flow automatically creates a new Gro CRM account using the details of the new contact.
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Create Gro CRM account for new Google Contacts

Google Contacts + Gro CRM

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Add new Google Contacts as Gro CRM contacts

A contact is created in Google Contacts every time someone is added as a contact in Gro CRM. This way you maintain a list of your contacts in both places without having to enter them all again one by one.

How it works
1. A Gro CRM contact is created.
2. Zoho Flow automatically creates a contact in Google Contacts with the details of the new Gro CRM contact.
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Add new Google Contacts as Gro CRM contacts

Google Contacts + Gro CRM + Send Email

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Give bonus in Bonusly for new deals in Gro CRM

Automate the process of giving bonuses to people involved in getting a deal done. Every time a deal is created in Gro CRM, everyone involved in the deal will be given bonuses automatically. Extra bonuses will be awarded for hot deals.

How it works
1. A deal is created in Gro CRM.
2. Zoho Flow automatically awards bonuses to those involved in the deal.
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Give bonus in Bonusly for new deals in Gro CRM

Gro CRM + Bonusly

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Create new contact in CallHub for new contact in Gro CRM

Telephony and CRM go hand-in-hand. Use this flow to get all your new Gro CRM contacts automatically added to CallHub so that you can make and keep track of calls with all your contacts.

How it works
1. A new contact is added in Gro CRM.
2. Zoho Flow automatically creates a contact in CallHub using the details of the newly added contact in Gro CRM.
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Create new contact in CallHub for new contact in Gro CRM

Gro CRM + CallHub

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Get emails in Elastic Email for new deals in Gro CRM

Every time a succesful deal is made in Gro CRM, you’ll get an email about it in Elastic Email. This way you’re aware of all the new deals being made, without leaving your inbox.

How it works
1. A deal reaches the "won" stage in Gro CRM.
2. Zoho Flow automatically sends an email notification via Elastic Email after the new deal is recorded.
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Get emails in Elastic Email for new deals in Gro CRM

Gro CRM + Elastic Email

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Create contact in Gro CRM for new lead in Lead Forensics

Creating new CRM contacts from another application can be a tedious process if done manually. Automate it by using this flow—every time a lead is created in Lead Forensics, a contact with the corresponding details is automatically created in Gro CRM.

How it works
1. A new lead is captured in Lead Forensics.
2. Zoho Flows automatically creates a new contact in Gro CRM using the details of the newly captured lead.
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Create contact in Gro CRM for new lead in Lead Forensics

Lead Forensics + Gro CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New user

Triggers when a new user is added

New deal

Triggers when a new deal is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create account

Creates a new account

Fetch time zone

Fetches the details of a time zone by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch currency

Fetches the details of a currency by name

Fetch contact type

Fetches the details of an existing contact type by name

Fetch user

Fetches the details of an existing user by email

Fetch country

Fetches the details of a country by name

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What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

CRM

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Bulid comprehensive workflows using

Webhook triggers

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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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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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