Data Synchronization and Workflow Automation for Fire & Life Safety
Unlock new levels of efficiency by combining Zoho’s advanced CRM capabilities with Inspect Point’s specialized inspection management tools through our Zapier integration, which you can use to connect your Inspect Point account to any app in the Zapier marketplace.
All of Your Customer Information and Interactions in One Place
When you’re focused on your bottom line, efficiency and consistency are crucial. Combine the best of CRM and inspection management software to better connect your business operations and enable your team to thrive.
Streamline Proposal Management
Leverage the power of workflow automation to get proposals out the door and accepted fast. Capabilities like automatically creating a task in Zoho for your sales team to review inspection results and draft a proposal, or setting up tasks for the inspection manager to generate and send a detailed report, then notifying the end customer ensure your team stays organized and efficient at every step.
Effortless Customer Communication
Improve customer experience and internal coordination with automatic follow-ups. Trigger a notification to service managers or subcontractors to order parts, send a request to your customer to schedule a service visit upon proposal acceptance, or a thank you upon the completion of a job. It’s that simple.
Automate Building Management
Simplify the onboarding process by instantly capturing and organizing new customer information without manual data entry. For instance, when a new customer submits a form on your website, you can automatically create a new building entry in Inspect Point by syncing their record in Zoho.
Integrating With Zoho via Zapier
Benefits to Your Business
With Zapier, you can seamlessly integrate your Zoho CRM to your Inspect Point account to streamline communication between the two softwares and eliminate tedious manual entry.
Saves Time
Automate tasks like data entry and report generation so your team can focus on what matters most, delivering exceptional service and fueling business growth.
Creates Consistency
Foster collaboration with real-time updates and shared insights between your sales and service teams.
Fits Your Needs
Whether you have 15 customers or 500, you can configure Zoho to fit your business needs.
Centralizes Data
Curate personalized service delivery and enhanced satisfaction with comprehensive customer information and tracked touchpoints.
Eliminates Outreach Errors
By automating prospect and customer touchpoints, ensure no contact or step of the inspection and service process slips through the cracks.
Tracks Lead Gen Efforts
Capture where leads are coming from so you can better dedicate your time and resources to where it counts.
Efficiency First: Inspect Point & Zoho!
Streamline your workflows effortlessly. Discover the power of combining Zoho and Inspect Point.
Zoho FAQ
Your Questions Answered: Navigating the Zoho Integration FAQ
What are some example use cases of Inspect Point’s integration with Zoho?
When an inspection is complete or a proposal is accepted, the integration can create tasks in Zoho, update building details, and send automated notifications. It also allows you to create new buildings or proposals in Inspect Point directly from Zoho, enhancing efficiency and reducing manual data entry.
What do I need to set up the integration?
To get started, you’ll need a Zapier account to access the Zoho and Inspect Point apps within Zapier’s Marketplace. You can then set up Zaps to automate your workflows based on triggers like inspection completion or proposal acceptance.
Is this an add-on or extra cost?
Nope! All you need is a Zapier account, which requires a Platinum subscription, but no added cost.