Step 1: Understanding the Operational Flow

Before touching a single line of code or dragging a workflow block, we begin by understanding you & your business, your team, and the daily operations that keep things moving.

We ask questions like: How do leads flow from marketing to sales? How are invoices managed? What are the bottlenecks between departments?

This discovery phase is crucial. It helps us identify which Zoho applications are best suited for your goals—like Zoho CRM for lead management, Zoho Books for finance, Zoho Desk for customer service, and Zoho Projects for team collaboration.

By mapping your current systems, tools, and workflows, we get a clear picture of what to automate—and what to eliminate.

We don’t automate just to save time. We automate to create clarity, consistency, and confidence in how your business runs.

Zoho Automation Team

Delphi WebTech

Step 2: Building a Scalable Ecosystem

Once we know where you are, we architect where you're going. This is where our expertise with the Zoho suite shines.

We don’t just plug in apps. We create connected systems where data flows freely, teams collaborate more efficiently, and no task falls through the cracks.

For example, we might integrate Zoho CRM with Zoho Campaigns to automatically trigger personalized email sequences when a deal reaches a certain stage. Or we connect Zoho Books with Zoho Inventory to ensure every sale instantly updates your stock and billing—without manual input.

With Zoho Flow, we can connect Zoho apps (and even external platforms like Slack, Gmail, or Shopify) to trigger workflows that run in the background—24/7.

Step 3: Automating with Intent

At this stage, it’s not just about “doing things faster”—it’s about doing them smarter.

We create tailored automation flows based on real use cases:
• When a lead fills a form, auto-create a contact in Zoho CRM and assign it to the right salesperson
• Automatically generate a deal and proposal in Zoho CRM and Zoho Sign once a client accepts a quote
• Trigger invoice creation in Zoho Books once a project is marked complete in Zoho Projects
• Send reminders and escalate unresolved tickets using Zoho Desk workflows

Each workflow is tested, documented, and aligned with your team’s day-to-day—so automation feels natural, not disruptive.

Step 4: Reporting, Feedback & Refinement

We believe automation should be transparent and adaptable. That’s why we set up dashboards in Zoho Analytics and Zoho CRM Reports to give you full visibility over what’s happening—and what’s improving.

We also run post-launch reviews with your team, collecting feedback and fine-tuning triggers, notifications, or conditions. If your team finds a process is still too manual, we revisit and optimize.

And as your business evolves, your automation does too. We design every solution with scalability in mind—so you’re ready for tomorrow, not just today.

Popular Zoho Apps We Often Automate:

• Zoho CRM – Lead nurturing, deal workflows, auto task creation
• Zoho Books – Invoicing, payment reminders, tax handling
• Zoho Flow – Multi-app integrations and conditional logic
• Zoho Campaigns – Triggered email flows and behavior-based engagement
• Zoho Desk – Ticket routing, SLA enforcement, satisfaction surveys
• Zoho Creator – Custom forms, internal tools, and portals
• Zoho Projects – Task automation, time tracking, and milestone triggers.

Conclusion

Automation isn't about replacing people—it’s about empowering them.

By automating the tedious and connecting the scattered, Delphi WebTech helps teams focus on what matters: growth, service, and innovation. Whether you're new to Zoho or looking to upgrade a clunky setup, we bring strategy, structure, and clean execution.

Let’s turn your business into a well-oiled, fully connected system—with Zoho as your digital backbone.