Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

Hello Everyone,

We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration across your entire organization and not just your sales team.

With the launch of Connected Records, we enabled teams to share contextual information and stay aligned through record connections across modules. Now, with Connected Workflows, we’re taking it one step further by enabling Zoho CRM to coordinate work across teams and enable them to deliver their best for customers.

What are Connected Workflows? 

While Connected Records make it easy to share customer context across your customer journey, however, many of the processes involved in your customer's journey need to be consistently carried out. That’s where Connected Workflows come in.

Connected workflows help free your teams from manual coordination by enhancing coordination across multiple teams and improving customer relationship management. They allow you to automate your entire customer journey that spans across multiple customer-facing teams.

With Connected Workflows, you can build smooth coordination between departments like Sales, Marketing, Legal, Onboarding, and Training  so that each step in the customer journey is coordinated without manual follow-ups or miscommunication.


How to create Connected workflows? 

"Users should have the Connected Workflows permission enabled in their profile settings."

Every connected workflow begins with a primary module, either an organization module or a team module, depending on your customer journey.

Triggers : Initiate by setting up triggers by configuring either a single trigger or multiple triggers for a module. The triggers are :
  • when a record is created in the module
  • When a record is edited record in the module,
  • When a record is created or edited in the module, or
  • When a field in the record is edited in the module.

Multi-module criteria for Triggers : You can configure multiple criteria for triggers to execute actions in any other related modules; Enable other module criteria option for this. This ensures actions run when related modules are updated with values matching the trigger.
 
Actions : Assign one or more actions for each trigger . The actions are :
  • Creating a new connected record in the associated module
  • Updating an existing connected record in the associate module, or
  • Notifying users via email. 

Use Case: Automating the customer journey from a sales enquiry  to customer success

A typical customer journey goes through four stages, and we know that even though the sales team is the initial point of contact, multiple teams are involved and will support the sales team to win the customer.                                                        

Involved Teams
Initial Evaluation
Sales Team is the point of contact
Marketing team supports with customer-facing content in the Case Study Module
Demo Request
Sales Team schedules a product demo
Pre-sales team provides product demos in the Product demo module
Customer Onboarding
Sales Team updates the sale cycle stage to 'Closed Won'
Onboarding team helps the customer get started post-sale in the Onboarding Assistance module
Product Training
Sales Team arranges for training sessions
Training team helps the customer to be fully equipped to use the product in the Training module
 
Here's how Connected Workflows can automate the sales process and achieve coordination between the multiple teams involved.  

We’ll create a connected workflow with Deals as the primary module and configure three triggers:

Trigger 1: When a new record is created → Create a connected Case Study record for Marketing (Action)

Trigger 2: When Lead Status is "Qualified" → Create a Product Demo record and notify the Pre-sales Team(Action)

Trigger 3: When Deal Stage is "Closed Won" → Create an Onboarding record for handoff prep(Action)

This sets up three connected modules: Case Study, Demo Request, and Onboarding, as shown in the image below.

 Now we will configure the associated modules.
  • Case Study
    Trigger : When status is "Completed" → Notify Sales Team about availability(Action)

  • Demo Request 
    Trigger : When status is "Completed" → Notify Sales Team that demo was given(Action)

  • Feedbacks (manually created from Demo Request)
    Trigger : When new record is created  → Email lead with feedback form(Action)

  • Onboarding 
    Trigger :     When status is "Completed" → Notify Training Team to start sessions and Sales Team of onboarding completion; also create a Training record(Action)

  • Training (automatically created from Onboarding)
    Trigger :     When new record is created → Update Account type to "Customer" and notify Sales Team of training completion(Action) 


Now let's look at how all these modules have been connected to carry out a customer journey in the GIF below.



In this entire customer journey, there is no loss of customer context, no repeated back-and-forth between teams, and no delays due to miscommunication. Each team receives a connected record with all the relevant data they need to execute their part of the process.
Here is another video with a detailed explanation on how connected workflows works :

How Are Connected Workflows Different from Traditional Workflows?     

  • Connected Workflows go beyond one module; they’re designed to coordinate across team boundaries and hence use multiple modules to build a workflow.
  • Connected workflows trigger follow-up tasks/actions in both org and team modules.
  • Connected Workflows generate connected records as part of the process, so new requests are automatically created in modules, and those teams will have full context from day one. Users can save the time they take to create requests from the Request tab with this feature.

Why use connected workflows for your business? 

  • No more manual follow-ups because of automating cross-team coordination and reducing dependency on reminders or emails.
  • Achieving consistent execution across your customer's journey.
  • Providing end-to-end visibility where teams see the full customer journey, not just their part in the entire journey.
  • Above all, providing contextual coordination among multiple teams by minimizing delays between hand-offs.
 

We believe Connected Workflows will be a game-changer in how you deliver exceptional customer experience. We’re excited for you to start building your first Connected Workflow. Let us know in the comments if you have any queries.

Availability :
  • This enhancement is available only in Zoho CRM's new UI.
  • The number of connected workflows that can be created edition-wise are :
    • Standard Edition.      : 2
    • Professional Edition : 2
    • Enterprise Edition    : 10
    • Ultimate Edition.      : 10
    • Click here to learn about others limitations for this feature.

Early Access for Connected Workflows

We are in the process of opening out connected workflows for our customers, however, if you’d like early access to explore and use this feature, we’ve got you covered!

Fill out this form to get early access.

We’d love for you to try it out and share your feedback.


Regards,
Serena Woolridge
Zoho CRM Marketing Team


    • Recent Topics

    • Product Updates in Zoho Workplace applications | September 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

    • Vehicle Tracking

      we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

    • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

      Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

    • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

      am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

    • Notification received when self-assigning tickets

      When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard

    • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

      Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

    • Session Expired

      I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

    • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

      Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

    • Disable Buttons for Users with Profiles without permission

      Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Zoho Analytics - Make text clickable in underlying data

      Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

    • Credit Management: #5 Advanced Refund Policy

      You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who

    • Exported Slide Image Lacks Portion of the Background Image

      This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

    • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

      I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

    • Piss poor service in Support in Domains and email

      Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

    • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

      Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

    • Zohomail does not support additional fields in mailto links

      Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

    • Emails not being received from a particular domain

      Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

    • Email address for forwarding is not saving and there's no confirmation ema

      Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

    • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

    • Auto CC - Moving Departments

      We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move

    • Unable to see free plan option

      Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

    • Sorten the domain of zoho mail ids

      I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

    • Weekly Tips : Customize your Zoho Mail Notifications

      In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

    • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

      Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

    • Download API file contents from browser

      Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

    • Adding a Channel to SalesIQ

      I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

    • How Do I Refund a Customer Directly to Their Credit Card?

      Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

    • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

      Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

    • Important Features Missing

      Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

    • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

      Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

    • Currency selector (based on variable) usage in comparsion

      Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

    • Customize Column in Projects - Default View for Template?

      Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

    • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

      Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

    • Multi-Page Forms in Zoho Creator!

      Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

    • Email login error

      Login successfully but email page error

    • Shared Mailboxes Disappeared

      Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

    • Remote Server is misconfigured

      Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

    • Next Page