Manage and Sync your Milestones in Floify with your Deals in CRM.
Mortgage Brokers that use Zoho CRM to manage their customer database can now connect their CRM with their Floify account & sync stage pipelines. Also send automate triggers based on stage updates in CRM.
Sync Conacts in CRM
Update deals in crm
reset milestone stages
track and update milestones
custom stage tracker
Why do you need
Zoho Floify integration?
What will our team do for you ?
- Sync Zoho CRM Contacts with Floify.
- Connect the loan flow for the contact in Floify to Deal Stage in CRM
- Sync floify milestones of each contact against their deal record.
- Sync milestones dates from Floify to CRM
- Trigger Stage updates to Floify from CRM
- Create automation in Floify based on scenario (cancel a stage/ cancel the loan from CRM to floify)
01. Evaluating business requirements
Our team will look at your Floify account, configurations, workflows etc. and discuss the Floify Zoho Crm Integration updates/needs before we propose a solution.
02. Development of integration solution
Once the business process has been identified we will process a project plan for Floify CRM Integration and identify current code logic and updates required for the sync to link your account.
03. Mapping process and fields
Within each of the business process to sync, we will map out the data fields and logic that need to be integrated.
04. Configuring the application
We will initiate the work, and provide timely updates.
05. Testing and Delivery
Once the application is configured, our team will test it to ensure everything is working as expected. And provide a demo of the work completed.
06. Training and Support:
Our team will provide documentation and help video for reference regarding the Floify Integration.