Zoho CRM

Configurable CRM and automation for AEC pursuit operations

Zoho CRM combines lead and deal management, custom modules, workflow rules, integrations, APIs, webhooks, and reporting. AEC practices can configure it for opportunity qualification and relationship follow-up, while maintaining human review of source accuracy and pipeline decisions.

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Workflows using Zoho CRM

How to Qualify Public and Private AEC Opportunities: A Zoho CRM Walk-Through

A practical qualification workflow for a 14-person AEC practice that needs a consistent way to compare fit, source, deadline, and ownership.

documented

USAGE

How You Use It

Integrations

Zoho FlowGoogle WorkspaceMicrosoft 365REST APIWebhooks

Disciplines

Architecture, Construction

Workflows

Practice & Business Development, Data & Automation

Project Phases

Business Development, Pre-Design, Project Initiation

TRANSPARENCY

Data Transparency

Exactly what this tool uses and how

Input

What it needs

Required:Lead, account, contact, or deal data

Optional:Custom modules, Activities, Emails, Opportunity-source metadata

Formats:Forms, CSV, API JSON, Manual entry

Output

What you get

Format:CRM modules, automations, and reports

Fields:Stage, Owner, Activities, Scores, Custom fields, Workflow actions

Algorithm

How it works

Model:Rules-based CRM automation

Privacy

How your data is protected

Retention:Controlled by account configuration and vendor terms

Training:No blanket AI-training conclusion recorded

Compliance:Vendor privacy and security documentation applies

API

Integration

Endpoint:Zoho CRM API v8

Method:REST and GraphQL where eligible

Webhook support available

USE CASES

Use Cases

·AEC opportunity qualification
·Client-contact history
·Automated follow-up tasks
·Cross-system pursuit intake

PRICING

Pricing

Free

A free edition is advertised; limits require current plan review

Pro

Multiple paid editions; verify current vendor pricing

Enterprise

Enterprise and Ultimate editions available

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Research Sources & Data QualityLast verified: 2026-08-21

Data Sources (4)

Verified Data (4)

CRM workflow automation, APIs and webhooks, Third-party integrations, Official affiliate program

Not Found (3)

AEC-specific native workflow, DataDrivenAEC testing, Exact plan required for each proposed workflow

Our Commitment: We only include verified data from official sources. If information isn't publicly available, we mark it as "Not publicly specified" rather than guessing.

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