Business Process Automation ( #BPA ) is a highly useful and demanded functionality/technology that has emerged in the market today. With correct business process automation, a business owner can save a lot of time and money which are rather spent off on manual work. We recently organized a #Webinar on Business Process Automation (BPA) with #ZohoCRM. The points covered in this webinar are as follows: •What is Business Process Automation or BPA? •How can BPA affect your Business? •What are the things you can automate with BPA? •Automating web/chat to lead in Zoho CRM •Automate lead nurturing with Zoho CRM Blueprint •Automating email marketing with Mailchimp and Zoho integration •Using Zoho reports to get your business insights right into your inbox Now, you can easily integrate your #Zoho CRM with ERP: https://www.appseconnect.com/zoho-crm-integrations/ Follow us on: Facebook: https://www.facebook.com/InSyncSolutions Twitter: https://twitter.com/Appseconnect Linkedin: https://www.linkedin.com/company/insync Instagram: https://www.instagram.com/appseconnect/ Google Plus: https://plus.google.com/+InsyncCoIn Pinterest: https://in.pinterest.com/appseconnect/

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Narottam Das
VP, Process Strategy
APPSeCONNECT
Soumitra Chakraborty
Technical Consultant
APPSeCONNECT

3. Business Process Automation or BPA
Business Process Automation or BPA is a process to automatically streamline different
business processes (like marketing, sales, operations, finance, etc.) and simplify the
business workflow to increase productivity.
This is also known as business automation or digital transformation and it is generally
technology-enabled automation of complex business processes.
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4. Benefits of BPA
• BPA saves time and simplify business process for its end-users.
• Increases operational efficiency with minimum human errors.
• Reduces costs and increases better allocation of workforce.
• Maintains the quality and consistency of the processes.
• Better accountability and governance.
• Proper metrics and collaboration help to form better business strategies and goals.
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5. Key areas of BPA
Using Business Process Automation, You can Automate:
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Sales
Process
Marketing
Process
Operations
and Support
Lead assignment
based on type
Drip campaign Creation of support
tasks on tickets

6. Key areas of BPA
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• Web to CRM lead entry
• Lead nurturing
• Lead assignment
• Messages and tasks based on
various events
• Lead validation
• Email/Mobile marketing
• Lead scoring
• Report generation and alerts

7. Automating Web/Chat to Lead in Zoho CRM
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WEB
HOOK
ZOHO
API POST
FORM
SUBMIT
CHAT
LOG
DATA

8. Automating Web/Chat to Lead in Zoho CRM
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9. Workflow and Blueprint
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Automate
lead Nurturing
with Zoho CRM
Workflow automates the process of sending email notifications,
assigning tasks and updating certain fields of a record when
certain specified conditions are met and a rule is triggered.
On the other hand with a Blueprint you can, define every stage in
a process and associate the right people and action with each
stage.
For automation, Blueprint is more sophisticated and advanced
than Workflow but it does not replace the need of Workflow.

10. Workflow
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11. Blueprint
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12. Automating email marketing with
Mailchimp and Zoho integration
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ZOHO
WEBHOOK
Mailchimp
Add to List
Post API
LEAD
STATUS
Add to
Automation
API
Email (Score-10)
Email (Score-30)
Email (Score-20)
Drip Campaign

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Automating email marketing with
Mailchimp and Zoho integration

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Automating email marketing with
Mailchimp and Zoho integration

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Using Zoho Reports to get your business
Insights right into your inbox
When the “Advanced CRM Analytics” is configured in Zoho CRM, it gets connected with Zoho
Reports for unlimited reports starting with the initial set of analytics and dashboards provided by
default. Later any reports can be created as per any custom need around the CRM database.
And all these reports can be scheduled to be delivered to the targeted end-users’ inbox
automatically for further convenience to run the business with valuable information at right time and
right place.

16. Reports and Automation
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17. Q&A
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