#1 most frequent
India
33.8%54 installations of 160
What is Zoho Flow?
Zoho Flow allows the user to integrate business apps to automate a workflow.
Categories & Use Cases
Media
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Top Performing Features
Pre-built connectors
Pre-built, tested connectors to a wide variety of applications such as ERP, CRM, HCM, Marketing Automation, etc.
Category average: 8.3
Data quality services
Software includes capability to perform data profiling, deduplication, cleansing etc.
Category average: 7.9
Monitoring console
Central console for monitoring resource utilization, system health, ability to start and stop processes, etc.
Category average: 7.5
Areas for Improvement
Data security features
Data security features include rights management, LDAP integration, password encryption, etc.
Category average: 7.8
Connector modification
Provision for modification of pre-built connectors to suit specific environments
Category average: 7.5
Support for real-time and batch integration
Software supports both real-time and batch integrations
Category average: 7.6
Who Buys & Uses Zoho Flow
#2 most frequent
United States of America
33.8%54 installations of 160
#3 most frequent
Canada
6.9%11 installations of 160
Simple, easy to setup and get started, but also more advanced when you ready.
Use Cases and Deployment Scope
We use it for "Medium" sized workflows where we need to set up the creation or update of records in other systems. In some flows, we touch as many as six applications and include up to 20 custom functions. We have automation that starts from our CRM and creates or updates accounts in our internal system after we sign up a customer. We also have a function that helps us enhance customer support by automatically billing for replacement parts, scheduling a support technician for onsite repair through Zoho FSM, and notifying our customers every step of the way. Notifications include ordering parts, technician being scheduled, arrival times, and completion.
Pros
- Lots of Pre-made integrations with existing Zoho and 3rd party apps.
- It is able to create custom functions where needed.
- History with the ability to rerun functions.
Cons
- Some history is missing, and not all error reporting is comprehensive enough on more complex functions.
- The ability to run tests on custom functions exists in other apps like CRM.
- Ability to create custom connections for OAuth like in the CRM application.
Return on Investment
- Quick and Easy to set up without the need for a Developer.
- Visibility into the history of flows and the ability to rerun is a big time saver.
Usability
Alternatives Considered
Zapier and Pipes
Other Software Used
Zoho Cliq, Zoho CRM, Zoho Desk
A perfect solution for integrating all your Zoho apps
Pros
- Works with all other Zoho apps to connect them together and share data
- User interface and dashboard are nice. Gives you a detailed look into flow history and/or audit of your flows
- The ability to set logic responses and incorporate custom functions makes the app even more powerful
Cons
- A deeper resources section, with more "how-to" videos
- More user functionality to tell you when an app fails, and not just after failing 3 or 5 times in a row.
- Maybe add some scenario flows connecting two apps with examples of how the flow works and benefits a user.
Return on Investment
- It's part of our Zoho One package, so it's hard to comment on this one.
- Assuming we did pay full price, I would say the ROI would be justified. For our example of sending invoices to Books from Creator saves us a great deal of time.
- It takes a bit of time to configure each Flow but once you get the hang of it the flows really do save time and ensure data quality.
Alternatives Considered
Zapier
Other Software Used
Zoho Creator, Zoho Books, Zoho Campaigns
