Automatically
Arrive Salesperson to an Yard
How to arrive Salesperson to an Yard with Zoho
September 7, 2020
HyperC lets you plan arrival at location for your Salesperson to an Yard with your data from Zoho — no code required.
You have this ...
A list of Salespersons
with their parameters in Zoho
A list of Yards
with parameters in Zoho
automatically do this!
arrive to an Yard
Automatically plan arrival schedule in Zoho table
Workflows with Salesperson
Yard workflows
Zoho workflows
How arriving Salesperson to an Yard with Zoho Works
-
Step 1: Add Zoho as database connection.30 seconds
-
Step 2: Create a business rule to take Salesperson from Zoho and put to an Yard table in Zoho.10 minutes
- Create more rules as needed, like completing an order by an employee.
-
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
-
Step 4: Click “Create a new Process” to connect your data from Zoho (and/or other sources) with rules you just wrote.15 seconds
-
That’s it! You just saved most of the management work and optimized the process!
