Zoho One Integration & Custom Automation for an Event
Management Company
An event management and consulting company needed to automate a complex sales and event-planning workflow across multiple business systems.
The company already used Zoho One, including Zoho CRM and Zoho Books, together with a WordPress website and WooCommerce. However, its quotation, order, invoicing, vendor management, and event-planning processes required significantly more customization than standard Zoho functionality could provide.
CRMOZ developed a connected ecosystem of custom Zoho CRM widgets, integrations, and WordPress functionality that brought these processes together and reduced manual work throughout the customer journey.
Industry
Events
Service
Zoho Integration & Custom Development
Company size
50 employees
Country
USA
Business Challenge
The company organizes team-building activities and other events while working with a large number of suppliers. Its goal was to automate employee workflows as much as possible and reduce the risk of human error.
The challenge was that several core processes involved multiple Zoho applications and external platforms, while event quotations themselves required highly flexible, multi-step workflows.
Key requirements included:
✔️ Connect Zoho CRM and Zoho Books.
✔️ Integrate the WordPress/WooCommerce environment with the sales process.
✔️ Ensure leads and potential revenue are properly processed.
✔️ Create flexible, multi-step customer quotes.
✔️ Generate business proposal PDFs.
✔️ Automate quote-related customer emails.
✔️ Support custom signing functionality.
✔️ Improve the CRM interface for daily users.
Solution
CRMOZ divided the implementation into several components based on their purpose and business function.
A set of custom Zoho CRM widgets was developed to simplify complex daily operations for the client's team.
The central component was a multi-step Quote Widget launched directly from a Deal record. It handles quote creation, generates a PDF business proposal, prepares and sends customer emails, and provides functionality analogous to elements of Zoho Sign — bringing the entire process into one interface.
CRMOZ also developed an interactive Timeline Widget. It visually displays the status history of a CRM record, shows how long the record remained in each stage, and allows employees to change status simply by selecting the required stage.
A separate vendor widget maintains the history of vendor changes.
Key Features
- Custom Zoho CRM widgets
- Multi-step Quote Widget
- Quote creation directly from Deals
- Automated PDF proposal generation
- Automated customer emails
- Custom signing functionality
- Interactive CRM Timeline Widget
- Visual status tracking
- One-click status changes
- Vendor change history
Results and Achievements
The completed project connected the company's core sales, finance, event-planning, and website processes into a more integrated Zoho environment.
Employees received custom tools designed specifically around the way the event business operates rather than having to adapt complex workflows to standard CRM functionality.
CRMOZ reports that all required integrations and customer requirements were successfully implemented and that the resulting solution improved the company's client-processing procedures.
The completed solution delivered:
- More automated client processing.
- A centralized quotation workflow.
- Faster creation and delivery of business proposals.
- Real-time CRM and accounting synchronization.
- Better visibility into record status and history.
- Simplified vendor management.
- Automated distance and travel-time calculations.
- Better integration between website and CRM processes.
65%
45%
Faster Documents
80%
Outcome
CRMOZ transformed a collection of complex event-management processes into a connected Zoho ecosystem where quotations, invoices, customer communication, vendors, event locations, and website data can be managed through integrated workflows.
Let’s Build Your Next Success Story Together
Other cases
Building a Secure Risk Analysis
Platform for Shopify customers
