Pachca and Zoho CRM automations

Ready-made scenarios where Pachca and Zoho CRM work for you: pick one — a copy appears in your account and runs on its own.

60 scenarios

Contacts from Zoho CRM into Pachca audiences
New Zoho CRM contacts — into Pachca audiences
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A weekly store sales total in a sheet
Low-stock alerts — in advance
New invoice alerts — straight into your team chat
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in pachca
A task and an alert on every deal move in your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Weekly store sales analysis with AI
A daily store sales snapshot — in your chat and in your sheet
Import products into your store from a sheet with SEO copy
Site status alerts with a screenshot — to your messenger
Compare each proposal against your winners and find the gaps
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Contract renewal reminders: an email to the client, a task for the rep
Scoring and routing leads from form submissions
Low-stock warnings based on real sales velocity
Client renewal reminders — ahead of time
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
Invoice to the customer right after the order, issued and sent automatically
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
A client deck built from a call recording — automatically
Category sales versus the previous period — delivered to your messenger
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Design → a ready store product — with mockups and promo
Meeting prep that arrives on its own — contact, deals, company and talking points
Invoice intake with reading, risk checks and approval
Website leads — enrichment, scoring and routing to CRM
Low-stock monitoring for your store, with priority alerts
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Your agency's real profit — in chat every day
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Invoice and customer email, right after the request
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Emailed invoices — into your books, automatically
Meeting recording → tasks, a client email and an updated CRM record
Sort email leads and file them into the CRM — by importance
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
Abandoned-cart recovery — email, SMS and a discount in sequence