Case Study On

How Rotisol Built a Connected Business Ecosystem with Zoho

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About the client

Rotisol Inc. is a global manufacturer specializing in commercial and professional cooking equipment. The company develops innovative solutions for professional kitchens, serving customers across diverse markets in the foodservice and hospitality industries.

The Challenge

Rotisol faced several challenges in managing its CRM and connected business processes:

  • 1. Migrating customer and business data from HubSpot to Zoho CRM
  • 2. Disconnected forms and inconsistent data capture
  • 3. Manual data transfers between applications
  • 4.Limited synchronization between Zoho CRM and Brevo
  • 5. Need for custom workflows to support business-specific requirements
  • 6. Inconsistent record management across connected systems

Our Solution

We implemented an integrated Zoho ecosystem using Zoho CRM, Zoho Forms, Zoho Flow, and Brevo, enabling:

  • 1. Seamless migration of defined processes from HubSpot to Zoho CRM
  • 2. Structured data capture through integrated Zoho Forms
  • 3.Automated workflows for data movement and record updates
  • 4.API-based integration between Zoho CRM and Brevo
  • 5. Custom functions, buttons, and HTML templates to meet business needs
  • 6. Automated deletion synchronization to maintain data consistency
  • 7. Reduced manual effort and improved information flow across systems

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