Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

Alert
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's been rolled out for all Zoho CRM accounts. Find out more about Cadences in our help documentation.

Info
Updates to Cadences (6th May 2025):
Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Read more: Option to resume or restart follow-ups

Info
Updates to Cadences (12th Sep 2025):
You can now add WhatsApp messages as follow-ups inside any Cadence, alongside your existing emails, calls, and tasks. We've also made changes related to Cadence limits.
Read more: WhatsApp follow-ups and upgraded limits


Hello everyone,

In the ever-evolving landscape of customer relationships, businesses face the challenge of standing out with unique and tailored engagement strategies. Gone are the days of generic communications and mass email blasts. Today's customers crave engagement that feels unique, tailored, and truly understands their needs. Zoho CRM proudly unveils its answer: Cadences, a tool that not only enriches customer interaction but also simplifies complex workflow processes. 

What are Cadences?

Cadences in Zoho CRM automates and streamlines customer follow-up processes. It enables users to create targeted, sequential communications, like emails, calls, or tasks, based on customer interactions and behaviours. Ideal for sales and marketing professionals, it maintains consistent, personalized follow-ups with leads and prospects until a desired outcome is achieved.


Cadences in Zoho CRM are more than just automation tools for follow-ups; they're a transformative solution for managing customer interactions. 

Previously, a series of responsive follow-ups often meant creating multiple workflows, using different fields and conditions. Cadences streamline this, enabling you to handle what once needed several workflows with just one cadence.

Consider a case where you're sending multiple emails for an event. You want to stop sending them once a customer replies or the event date passes. In the past, this required setting up many workflows, each with its own conditions. Cadences Studio simplifies this by offering a single platform. This single platform does the job of many workflows, saving time and making things less complex.

It's a strategic asset, meticulously designed to enhance your marketing and sales strategies, empowering you to personalize your interactions with every customer, from their first interaction with your follow-up to, ultimately, when you un-enrol them from the cadence. 

The true power of Cadences lies in the ability to transform various business scenarios.

Cadence's adaptability makes it suitable for various industries. Whether it’s for collecting e-commerce customer feedback, managing healthcare appointments, updating SaaS users about new features, or engaging real estate prospects, Cadences can be tailored to meet these diverse requirements.
  • Real estate: Respond promptly to inquiries, schedule property visits, and nurture leads with the right information at the right time. Cadences help realtors convert more leads into happy homeowners, propelling them to the top of the market.
  • E-commerce: Imagine collecting valuable customer feedback after each purchase, automatically prompting reviews, and proactively addressing negative experiences. Cadences help online retailers foster meaningful relationships with customers and drive continuous improvement.
Key highlights of Cadences 
  • Automated sequential follow-ups
    Automated sequences of actions can be established by businesses, which are activated according to customer responses or the absence of them. For instance, if a customer opens an email but does not reply, a subsequent email can be automatically sent. Similarly, if the email is bounced, a different email can be sent based on the predetermined cadence configuration.


  • Intelligent automation
    Cadences' intelligent automation doesn't stop at follow-ups. It automatically removes records that have reached their desired outcome, maximizing your team's efficiency and focusing your efforts on the most relevant interactions.


  • Multiple follow-up capabilities
    Expand your communication beyond the traditional email follow-ups by utilizing Cadences. This platform allows you to incorporate phone call and task follow-ups effortlessly, alongside email follow-ups, resulting in a diverse and personalized experience that aligns with the preferences of every customer.

  • Robust analytics
    Gain a thorough comprehension of customer engagement with the advanced analytics offered by Cadences. Track the effectiveness of campaigns and customer behaviour to obtain valuable insights. These analytics are essential for optimizing strategies and improving engagement, serving as a reliable tool for continuously enhancing customer engagement efforts.

Configuration and utilization 
Setting up Cadences involve choosing your target audience and configuring up to three types of follow-ups (emails, tasks, and calls), each with specific configuration options to suit your unique campaign needs.

Configuring Cadences is a streamlined process:
  • Target audience selection
    Choose between manual enrollment or custom views in your chosen module. This allows for precise targeting and effective campaign execution.


  • First follow-up configuration
    You can configure the first follow-up as either an email, task, or call. You can also choose when the first follow-up should be triggered.


  • Responsive follow-up configuration
    The successive follow-ups within a cadence can be intricately configured based on the actions taken on the previous follow-up. For instance, if an email in the first follow-up is opened or clicked, you can set the subsequent follow-up to be a personalized call or a task, depending on the customer's interaction.

In summary, Cadences empower you to automate and personalize lead engagement, driving efficiency and effectiveness in your CRM strategy, and ultimately fostering stronger customer relationships and enhanced business growth.


Thanks!
Nizamuddin

    • Recent Topics

    • Problem with Email an invoice with multiple attachments using API

      I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

    • Page Layouts for Standard Modules like CRM

      For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a

    • Non-depreciating fixed asset

      Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

    • Fixed asset management

      I want to know if there is any individual module for fixed assets management

    • One time sale item in billing automatically detects as service

      if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.

    • Project template after project creation

      How can I apply a project template AFTER the project has been created?

    • convert the project to templet

      i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

    • Related Module in Sharing Rules

      Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

    • Assignment Thresholds Resetting After Lead Conversion

      Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

    • Zoho CRM Analytics - Allow To Reorder Dashboards

      I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

    • Territory view for custom modules?

      I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Approval Process Comments

      Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

    • Login for test case

      Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

    • Zoho / Outlook Calendar sync

      The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

    • Customer members area

      Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

    • Zoho Books-Accounting on the Go Series!

      Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • Notes created in mobile can no longer be accessed in desktop

      Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

    • Function #49: Manage varying installment payments using Zoho Books

      . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Zoho Writer - Option to Export as .zdoc format

      I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

    • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

      We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Out of Office for Just One of My Alias Email

      Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

    • Can I map multiple Surveys into the CRM using the same fields?

      Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

    • Dealing with API responses where integers have more than 16 digits

      Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • unblock e-mail

      please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

    • Add Zoho Mail for users who do not need Zoho One

      We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • ZML vs HTML Snippet - which is better?

      Are there certain use cases where one is better than the other?

    • Auto CheckOut Based On Shift.

      This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

    • How to remove some users in zoho accounts

      How to remove some users in Zoho accounts.

    • Infinite loop of account verification

      Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

    • Load PO_Date field (Purchase Order) with current date in Deluge

      Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

    • Zoho CRM in Microsoft Power Automate Custom Connector

      Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

    • Next Page