Can automation help with cross-functional processes across Zoho apps?

Yes, cross-functional automation is a strong suit of the Zoho ecosystem—especially when using Zoho Flow or custom Deluge scripts. Here are a few impactful use-cases:

1. Deal to Invoice Conversion: When a deal is closed in Zoho CRM, automatically create an invoice in Zoho Books.
   ➤ Apps Involved: Zoho CRM + Zoho Books

2. Project Creation from Won Deals: Auto-create a new project in Zoho Projects once a deal is marked “Closed Won.”
   ➤ Apps Involved: Zoho CRM + Zoho Projects

3. Notify HR After New Deal: Notify HR to onboard freelance support when a high-value deal closes.
   ➤ Apps Involved: Zoho CRM + Zoho People

4. Sync Contacts Across Apps: Automatically update client records across CRM, Campaigns, and Desk.
   ➤ Apps Involved: Zoho CRM + Zoho Campaigns + Zoho Desk

5. Customer Feedback Collection: Trigger surveys via Zoho Survey after ticket closure in Zoho Desk.
   ➤ Apps Involved: Zoho Desk + Zoho Survey

Cross-app automation ensures a smooth flow of data and tasks between departments, avoiding data silos.

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