Zoho Flow

Zoho Flow is Zoho’s integration and automation platform. It connects the cloud apps a business already uses, such as Zoho CRM, Zoho Books, Trello, Slack and Gmail, so that information moves between them automatically instead of being copied by hand.

What Zoho Flow does

A flow is built from a trigger (the event that starts it, such as a new form entry) and one or more actions (the tasks it then carries out, such as creating a CRM contact or sending a Slack message). Flows are created visually in the Builder, so no coding knowledge is needed.

Who it suits

Zoho Flow suits any team that relies on more than one cloud app and wants to reduce manual data entry, missed handoffs and repetitive admin work. It is commonly used to connect CRM, support, finance, forms and messaging tools together.

What this knowledge base covers

This section walks through the basics of Zoho Flow, including setting up your account and understanding triggers and actions, and the day to day user guide for managing flows, using the dashboard, configuring settings and troubleshooting common issues.

Frequently asked questions

What is Zoho Flow used for?

Zoho Flow connects your cloud apps, such as Zoho CRM, Trello, Slack and Gmail, so that data moves between them automatically without manual re-entry.

Do I need development skills to build a flow?

No. Flows are built visually in the Builder by choosing a trigger and one or more actions, with no coding required.

Who is Zoho Flow suitable for?

Any business that uses several cloud apps and wants to cut down on repetitive manual tasks, from small teams to larger organisations with many connected systems.

Need help?

Need help building or connecting your Zoho Flow automations? Contact support@thoughtlogik.com or see our Zoho integration services.