Ask the Experts #4: Q&A session on Automating workflows in Zoho CRM

Ask the Experts #4: Q&A session on Automating workflows in Zoho CRM

Workflows help you automate routine CRM tasks, optimize your time, and  promote sales efficiently. Workflow rules help you stay productive by sending emails, adding tasks, or updating fields for you.Here are a few of the primary benefits:  

• Automating workflow rules, field updates and webhooks
• Trigger pre-defined emails
• Instantly assign leads to employees
• Trigger actions in third-party applications

This November's  Ask the Experts session is going to focus on workflow automation in Zoho CRM. This is a five-hour, on-demand, expert advice session. Visit the Zoho CRM forums to post your questions, andreceive real-time responses, advice, and customization hacks from our panel of product experts.

If you have any questions  about workflow automation, feel free to post them there .  We'll be live on the CRM forum from 5 :30 - 10:30 A.M. (PST) | 1:30 - 6:30 P.M. (BST) on Nov 30th. 

 

Note: This is  NOT a webinar. It is an online discussion on Zoho CRM forums where our experts will field your questions for five hours straight. To post your questions, hit reply to the post and start  typing away !