Zoho blueprint examples Blueprints: Blueprint is a systematic flowchart of your HR processes, created digitally in Zoho People. Zoho CRM's Blueprint feature can be described as a digital representation of a business process, accessible through an online platform. When you try to update a record’s Stage (or similar field) using ODBC/API, the update may fail if: The user lacks permission to override blueprint restrictions The record is currently in a locked blueprint stage The API call bypasses the designed workflow Mar 27, 2024 · We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly. Using workflow rules for specific layouts. Understand what Blueprint is and how to set it up in Zoho CRM. Mar 27, 2024 · We also provide comprehensive Zoho development and training services to ensure that employees are using the systems correctly. You can also execute a circuit as a button action. On successful completion of the Transition, you will move to the next State in the Blueprint. The main components of a blueprint are statuses and transitions: A status indicates what stage a task is in at a particular point in the In Zoho CRM, the administrator assigns a profile to every user which decides the user's level of access to Zoho CRM data. This way, new hires hit the ground running while veteran salespeople adapt to changes without missing a beat. Complaint management software helps you receive, respond to, and resolve customer grievances from multiple channels. Blueprints are the online representation of a business process. The thisapp. Learn how Blueprints in Vertical Studio can simplify complex sales and after-sales processes by automating tasks and validating critical data. Kiosk Studio in Zoho CRM is a no-code customization tool that helps you to create interactive, user-friendly screens for customers, vendors, and users to engage with the CRM enabling decision-based actions and quick, single-click tasks. Jul 1, 2020 · This guide by Zoho gives an in-depth look at Zoho CRM Blueprints. My Jul 29, 2022 · Understand how to automate and streamline business processes using Blueprints in Zoho Creator. It allows you to plan different stages of a business process and set up predefined transitions between the stages to achieve the desired results. The blue button Deal Lost is called a Common Transition and will appear at all States of the Blueprint. You can create a workflow rule for the Deals module to automate the process of following-up on a big deals and creating timely tasks for the team. Zoho Desk's drag-and-drop Blueprint Builder lets you assemble sequences of actions visually. These are generic process flows meant to give you the perspective you need to start designing your own Blueprints. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. They sell goods and provide services as well and so their business When it comes to customer service, you need accurate data to provide a precise solution. . It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes. Hey folks!! Let's continue the discussion from Kaizen #23 and focus on exploring the concept of Widgets in Blueprints. Proper lead management ensures your team can effectively track, nurture, and convert leads into paying customers and Zoho CRM offers advanced tools to streamline this process. Check for the record received from Zoho Desk via the custom function in your application. Example 1: Creating a Lead in Zoho CRM The following script creates a new record with the specified values in the Zoho CRM module - Leads. My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in T Template Gallery for Canvas for Zoho CRM. Discover where bottlenecks are. Using Blueprint, you can create cross-functional, cross-department process flows that help streamline customer support The Blueprints can be used to give Zoho CRM users a detailed guide on how to carry out all steps in a business process. Let’s understand this better with the help of a scenario. Standardize and maintain your project's workflow. ZOHO One Blueprint handbook Client Script is a piece of JavaScript code that runs on your web browser instead of the server. For example, one needs to collect some documents before sending a quotation to a customer. Save time by creating a template for projects that are repetitive. Jan 22, 2019 · To add more life to your task life cycles, Zoho Projects introduces Blueprint. UI customization scripts to enhance user experience. They guide your team through the workflow, validate essential information, and automate the business processes managed via Custom Modules. When triggered, every step of the Blueprint is followed, just the way you intended. So far, Blueprint has allowed us to draw up different stages of a business process through different states and connect it through certain triggers that Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. May 31, 2019 · So what if you want Zoho CRM to guide your employees through established business procedures? Enter: Zoho CRM Blueprints. amazingbusinessresults. In this handbook, the powerful automation tool that is Blueprint is explained in-depth and includes exercises to sharpen your skillset. Blueprint makes processes more efficient by facilitating automation, validation, and collaboration among various stakeholders in the process. Steps to test the custom function integration You must add a record in Zoho Desk according to your workflow rule criteria. Getting Started All Zoho Desk APIs require these two mandatory fields in the header. Dear all, Zoho CRM's Blueprints provide structure to business processes by mandating a version of it in your CRM and guiding your records through. These are only a few examples of the kind of problems that could arise in a business process when companies attempt to carry out their processes manually. For example, in this Blueprint, the "Re-attempt" and "No answer" transitions (indicated with red lines) shows the loop. Jun 30, 2025 · You might be missing out on some powerful Zoho CRM features. Use these APIs to perform CRUD operations on the profiles in your organization. That is the problem that Blueprint aims to solve. Zoho CRM's Blueprint features and importance and step by step process to implement Zoho CRM blueprints. Zoho creator overview Discover how to create, manage, and package blueprints in Zoho Vertical Solutions. These top notable features of Canvas Kiosk Studio in Zoho CRM is a no-code customization tool that helps you to create interactive, user-friendly screens for customers, vendors, and users to engage with the CRM enabling decision-based actions and quick, single-click tasks. Jul 4, 2025 · Zoho CRM’s Blueprint feature enforces rules for transitioning between stages or statuses. A Blueprint is an online replica of a business process. Learn how to create layouts for projects and tasks, add new sections and add custom fields to customize your project and task forms. I have set notes and attachment as mandatory for a particular transition but when I run the Blueprint, I cannot find the button to save it and am just shown the next transition. The main components of a Blueprint are statuses and transitions: Status: Represents the current stage of a task within the workflow. The blueprint enables you to If this is the case, you should consider using Blueprint APIs based custom function as an action which would update the value of the field being used in Blueprint once the specified duration is over for the particular state. Zoho Blueprint - PDF Handbook and Video on Designing CRM Workflow Blueprints Blueprint is Zoho CRM's simple and effective solution to your process automation requirements. Explore all the possibilities of Canvas and learn how to get started, from these extensive resources. Replicate and reuse the structure and content of existing projects. We would like to show you a description here but the site won’t allow us. In Zoho Billing, you can use Blueprints to design a process flow using states and transitions. Scenario A sales organization wishes to create a continuous FAQs: Blueprint What is a Blueprint and how it is useful for my business? Blueprint in Zoho CRM is a sophisticated tool designed to digitally replicate and streamline a business's offline processes within the CRM software. The problem A brand new CRM comes For example, an expense code or a project code might be required for order requests, multiple vendors might supply to the firm, information from vendor's inventories might need to be pulled or pushed into other systems using custom functions, webhooks and widgets. What are Widgets? Zoho CRM's widgets are custom components that you can add to your Zoho CRM system to extend its functionality, provide This section describes functions that provides better modularity for your extensions. Boost efficiency and control deal stages seamle A Blueprint is designed using States and Transitions. May 5, 2021 · Zoho Creator's Blueprint is an online replica of a business process. Zoho CRM Training Programs Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists. For example, if Helen wants to handle reimbursement workflow with different set of steps for a confirmed employees and interns, we can create two different blueprints and set relevant criteria in each blueprint to map cards through the right blueprint. Mandating Subform Data for Blueprint Transitions using Widget Learn how to enforce subform data from a different module before allowing a blueprint transition in Zoho CRM Deals module. CRM | Blueprint | Knowledge BaseSearch our knowledge base, ask the community or submit a request. A blueprint can be executed in your web account as well as the Zoho CRM Mobile App. It enables Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used. The Client Script feature gives you a seamless platform for achieving and extending your business cases by allowing users to customize Zoho CRM with your own business logic. To execute a Sep 29, 2023 · ZOHO CRM is a great tool for any business working on generating or processing leads. Together, they allow multiple simulated workflows to operate in parallel within a single record context. Create validation rules in Zoho CRM that can help you arrest invalid or wrong kind of data from entering your CRM account. Check here for a detailed walkthrough of the use case. It is an intuitive visual modeling platform that enables you to customize workflows that are aligned with the needs of your customers. Canvas is a powerful design studio built within Zoho CRM using which you can customize your CRM experience. Updates are instantly reflected How To Create A Blueprint In Zoho CRM Tutorial Today we talk about create a blueprint in zoho crm,zoho crm blueprint examples,zoho crm blueprint,zoho bluepri These are only a few examples of the kind of problems that could arise in a business process when companies attempt to carry out their processes manually. Blueprint allows you to mandate certain guidelines for different business activities. Learn the steps that are involved in executing and designing a blueprint in Zoho CRM. In this detailed guide, we’ll explore the best practices for lead management in Zoho CRM, including a step-by-step process for setting up lead sources Zoho Blueprint-Handbook - Free download as PDF File (. Looking for examples other than the "Deals" blueprint example in Zoho guide. Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used. Once you’ve implemented a process, you should know how it’s performing. Following is a brief summary of scenarios covered in the Tutorial and how Blueprint can solve Zylker’s requirements in each case. If you would like to Zoho Creator Studio Learn the finer aspects of building your custom apps with Zoho Creator. Automate workflows, ensure consistency, and guide teams through every stage of the customer journey. How to Set Up (a Simple Version of) Zoho Desk Workflow Rules and Blueprints Building Our First Zoho Desk Blueprint Let’s create a basic blueprint together in order to standardize our responses to support requests. The new intuitive blueprint builder in Zoho Creator makes it simple for you to map out your processes—specifying each step, deciding who's in charge of what, setting conditions, and automating actions. Sep 6, 2024 · How to Set Up a Blueprint in Zoho CRM Here’s a step-by-step guide to setting up a Blueprint in Zoho CRM: 1. Learn how to set up Zoho CRM Blueprints to streamline sales processes, enforce workflows, and automate tasks. com Jul 17, 2025 · Blueprint in Zoho CRM is a sophisticated tool designed to digitally replicate and streamline a business’s offline processes within the CRM software. That is neat but say for example, a company sells furniture and also refurnishes homes. See full list on zoho. txt) or read online for free. It enables you to configure events for the UI components and define the actions once those events are triggered. 13. Build guided process flows to lead your employees through your business's custom scenarios. Execute a Blueprint in the CRM web account In your Zoho CRM account, the record detail page displays the current state of the record and the transitions available for that state. All API endpoints except /organizations mandatorily require the orgId. Modify your custom function code in Zoho Desk, if the record wasn't received or there was a mismatch in your application. " 2. For example, the lead qualification process requires a follow-up call at the negotiation stage and sending a quote before moving the lead to the next stage. Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. Blueprint is Zoho CRM’s simple and effective solution to your process automation requirements. It is designed to help you execute a business process in a well-defined and systematic manner. Some of the code examples you may find include: Field validation and data manipulation scripts. Updates are instantly reflected What is a blueprint? A blueprint is a visual representation of a business process. It captures each and every stage in an HR process that you follow offline. What is Zoho CRM Blueprint? In this tutorial, we will look at how Blueprint can solve Zylker's requirements of streamlining their sales and order management processes and make them more fool-proof. -A Potential moves to the next Execute blueprints Blueprints get executed once they are mapped to cards . When a new card is created, it's mapped to a published blueprint with a matching or no criteria. crmcrew. Email notifications can promptly be automated to sales managers at the acceptance of For example, in this Blueprint, the "Re-attempt" and "No answer" transitions (indicated with red lines) shows the loop. Search for jobs related to Zoho blueprint examples or hire on the world's largest freelancing marketplace with 22m+ jobs. Build and save workflows that can be applied to all tasks or specific ones based on the criteria you set. To build a ZOHO CRM customized per your business needs, you must design, create, and implement the right BluePrint in your ZOHO CRM setup. Learn about subforms, when and how to use them, and how to create different subforms for different layouts. Does anyone have any experience they are willing to share? May 16, 2024 · At the beginning of this year, Zoho launched Kiosk Studio in Zoho CRM. Whether you're looking for a step-by-step tutorial or a quick how-to video, you're in the right place. It's free to sign up and bid on jobs. Feature Availability: Latest user-based Enterprise plan (including bundles) Why is A Blueprint helps you execute a support process in a well-defined, systematic manner. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval Process. pdf), Text File (. Zoho CRM's Blueprint is simply an online replica of a business process. And shows how you can take an overview of the projects . Code Examples In this repository, you will find a collection of Zoho CRM Client Script examples that address common customization scenarios and automate various processes. Check out these professionally designed templates by Zoho CRM Certified Canvas Designers. This article dives deep into how Blueprints can transform the Looking for examples other than the "Deals" blueprint example in Zoho guide. Zoho CRM’s Blueprint feature is a game-changer in this context, providing a sophisticated tool to automate complex business processes while tailoring customer interactions to their unique needs. The mapped blueprint can be viewed using the preview button to the right of Explore this video to understand the enormous possibilities you can achieve with Canvas. This feature is particularly beneficial for tasks that require user Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used. Kiosk Studio is a no-code customization tool in Zoho CRM. These are the qualities that Zoho Desk's new feature, Blueprint, aims to impart to your processes -- and as a result, help overcome the challenges that arise due to poorly defined processes. Mar 15, 2022 · Discover 7 essential steps to streamline workflows with Zoho CRM Blueprint and enhance your contact management strategy. In this video, our consultant explains how to create Blueprint in Zoho CRM. changeStage task lets you change the blueprint stage of a record to a specified stage without performing any transitions in-between. Example, clicking on Qualify will throw up a popup window, which will guide you in executing this Transition. Learn more. Nov 25, 2021 · The Blueprint builder from Zoho CRM helps to draw the outline of a business process. With blueprints in place, your processes become well-oiled machines. As you Blueprint is aimed at facilitating process management within your help desk. It allows admins to simplify work for their users, customers, and vendors by creating and embedding custom functionalities (called kiosks) across the CRM. Does anyone have any experience they are willing to share? Blueprint is a useful feature available in Zoho CRM that is currently supported in the Zoho Developer platform. This is a full tutorial on how to create a blueprint for sales funnel in Zoho CRM! With this feature your sales managers can save a lot of time by automating The multi-blueprint setup relies on three key types of modules in Zoho CRM: the Parent Module, Related Modules, and a Custom Configuration Module. In this tutorial, Tyler walks you through what a blueprint is and how to create a blueprint inside Zoho CRM. Zoho Desk makes handling customer complaints easy. Authorization - Authentication request token orgId -ID of the organization to access. Blueprint attributes are used to get details of the blueprint, such as the name, current stage, and status associated with the specified record in a report. Define Your Workflow: Identify the process you want to standardise, break it down into stages,and list any actions or criteria for each stage. Contact Sales https://www. Reach out to our expert designers to try them out. May 30, 2018 · Use Zoho Blueprint to map, automate, and control every stage of your business process. Jul 17, 2025 · Optimize your sales processes with Zoho CRM Blueprints. My question: Can a Blueprint include Zoho Books and Zoho Sign items when each of those is integrated into the CRM? (Zoho ONE) Examples: -A Potential cannot go to the next stage until a customer has paid an invoice. Workflow rules are created for a specific module. Zoho Projects Blueprint helps you define and design a workflow to automate processes in an organized manner. As a developer, you can use these functions for server-side operations. Let’s talk! Sep 30, 2024 · Lead management is the cornerstone of an effective sales strategy. In the realm of customer relationship management, personalization and efficiency often determine the ceiling of a business’s potential. Circuit in a Blueprint Go to Setup -> Process Management -> Blueprint -> + Create Blueprint. Understand how to automate and streamline business processes using Blueprints in Zoho Creator. I want to create a relatively simple workflow that runs from first contact with customer through quote, build, and delivery of product. Along with defining the stages for a blueprint, you can associate people to each stage, guide them through the process, mandate Jul 4, 2025 · Below I present an example of blueprint from Zoho CRM for the lead management process. As you A Blueprint is designed using States and Transitions. Explore our top 10 picks and see how Elsner can help you make the most of your CRM. Want US To Systematize Your Business? Go here: https://www. May 17, 2017 · Can contracts be sent to customers without the discount percentage being approved? Zoho CRM’s Blueprint let you specify the sequence for each of your routines, so everyone knows what they have to do and when they need to do it. Zoho CRM Blueprints offer a solution to these common problems. Zoho Project's Blueprint allows you to define and design workflows that automate processes in an organized manner. In the Create new Blueprint pop up, enter the Blueprint name, choose Blueprint for Deal Follow-up Process Objective: To guide Zylker's sales reps at every stage of deal follow-up process, which consists of sending and reviewing a quote. com/In this quick tutorial I explain how to use the blueprint in your Zoho CRM system. In the following slide deck, you will find sample process flows for business from various sectors such as Education, Real Estate, Insurance, Banking and Finance. This More on the possible blueprint operations that can be made to a custom app that is developed through the JavaScript SDK for Zoho CRM. One of the common questions from Zoho One users is "what is the difference between a Zoho CRM workflow and a Zoho CRM blueprint?"The main difference between Blueprint helps you design a step-by-step workflow for your business processes using a drag-and-drop flowchart builder. The blueprint helps in streamlining the process management in an organization by facilitating automation, validation and collaboration among various stakeholders. For example, we have created 'Reimbursement process'. She also explains the way you can send email notifications. Just like other features, blueprints in the Zoho desk are similar to those in CRM. Blueprint obviously has the potential for being useful but the chat line help was unproductive. Set task dependencies in project templates. It captures every detail of your entire offline process within the software. Blueprints and workflows in Zoho CRM are designed to automate your business process. Learn how Zoho Blueprint Automation enhances your CRM and streamlines business processes for improved efficiency. You’ll see some real-world examples and learn how and why it can be a game changer for your business. Functions are built in the Deluge script builder, where you can drag-and-drop and create complex functions seamlessly. Build, sell, and repeat With Blueprint's visual editor, you can define your sales process in detail. Learn to define process flow, configure transitions, and deploy packaged blueprints for streamlined workflow automation and seamless upgrades. It showcases a handful of specific examples for each key feature. It defines a process right from start till last phase while passing through varied transitions Nov 4, 2024 · Topics Covered: -Comprehensive understanding of Zoho Blueprints and their applications -How to use Blueprints to guide users through complex sales or approval processes -Organizing your sales flow Execute a Blueprint Once records meet the entry criteria of a blueprint, they become active records in the process. Unlike blueprints that trigger actions based on particular records, kiosks operate independently, making them highly versatile. It necessitates steps to be taken and serves as a template sales process for a salesperson. It's particularly beneficial for companies with defined sales processes that require strict adherence. These top notable features of Canvas More on the possible blueprint operations that can be made to a custom app that is developed through the Python SDK for Zoho CRM. blueprint. Guide sales reps on what they need to do at each stage while also automating any standard actions. Here, the discounts offered to the customer will be validated by CRM, thereby ensuring that the sales teams adhere to Zylker's sales policies. Ensure consistency, compliance, and team productivity. While a State refers to any stage in your process, a Transition is a process element that defines a set of conditions and actions to be performed for a record to move between the states. co Oct 20, 2020 · Learn the new features that Zoho CRM released for Blueprint version 3. 💡 Need Help With Your Zoho Instance?📅 *Book a M At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business. In this guide, I will cover What is Blueprint, how does this work, and how you can enable Blueprint in your Zoho CRM. Solution Zoho CRM's workflow rules help you streamline sales actions such as sending emails, assigning tasks, and creating tags based on a specific criteria. This evolved blueprint is designed to simplify and automate various processes without being tied to a specific record. They help streamline CRM processes and automate business tasks. More than one blueprint can be built to support a single form. With a Blueprint, you can, With practical examples and step-by-step guidance, this video is a must-watch for sales professionals looking to optimize their workflows and leverage the full potential of Zoho CRM. Customize a project after creating it from a template. Jun 17, 2025 · We will show you how to set up a Blueprint in Zoho CRM to automate and enforce your sales process, boost team productivity, and ensure nothing falls through the cracks. Any conclusion drawn based on inaccurate data can slow you down when you have more important activities to deal with. With Blueprint, you can ensure that your business processes are well-defined, streamlined, and free of errors. Validation rules in Zoho Desk help you overcome this problem by arresting incorrect data even before it can enter your help desk. Sandbox in Zoho Projects is a secure testing environment designed for users to test configurations, customizations, and changes without impacting live production data. For example, call scripting. FAQ on how Zoho Desk Blueprints simplify support processes with customizable workflows and step-by-step guidance for efficient ticket management. For example,in a sales workflow,define stages like "Lead Qualification" and "Proposal Sent. You can choose to trigger a circuit when certain conditions are met in a blueprint or a workflow. It eliminates the need to switch between multiple tabs, as you can add screens that guide users seamlessly through processes. With a Blueprint you can: Guide your teams through the execution of the Blueprints let you design a structure for your multi-level business processes and ensure the seamless flow of each task through associated actions.