Connect a business workflow
Start with what your team needs to achieve: capture website enquiries, receive customer conversations, connect attendance devices or exchange records with another business system. Confirm the supported connection with Zeyora before planning your rollout.
| Your goal | What your team prepares | Next step |
|---|---|---|
| Website enquiries | Required contact fields, lead source, service and responsible salesperson. | Review website lead forms. |
| Customer conversations | Channels to connect, who handles replies and how enquiries are assigned. | Ask Zeyora about the supported Omni Inbox and webchat setup for your account. |
| Attendance devices | Device details, employee codes and sample attendance dates. | Ask Zeyora to arrange the supported connection and verify employee mapping. |
| Orders or finance records | Which system owns the record, customer and item information, and the expected result. | Agree the workflow with Zeyora and your authorised integration developer. |
Before your team starts using a connection
- Confirm the correct company account and the modules included in the connection.
- Agree which information should be received and who will follow it up.
- Ask the setup team to complete a small test using approved sample information.
- Open the resulting lead, conversation, attendance entry or document and check its details.
- Confirm ownership, dates and notifications before inviting the wider team to use it.
If information is missing or delayed
Check the company account, relevant date, owner and active filters. Confirm whether the source system recorded the action. Contact support with the affected record reference, time and expected result before repeating an action that could create a duplicate.
Working with a developer?
The API reference and developer guide are separate technical references for authorised integration developers. You do not need those instructions for everyday CRM or HRM use.