Schedules- Automate to break monotony.
Introducing Schedules in CRM.
There are a number of activities which you would like to perform periodically, like data update or duplicate removal. Manually performing such tasks is a waste of time and effort. Let Zoho CRM do the busy work for you by automating batch processes that can be scheduled at intervals.
Schedules helps you automatically trigger batch processes which you want to run at a particular time or periodically. Zoho CRM lets you automate batch processes to be triggered daily, weekly, monthly or yearly. Write your own functions and link them to the scheduler and customize the trigger time to the exact minute.
Write your own custom functions and link them to Schedules.
Automate batch processes to be triggered daily, weekly, or monthly. Customize the trigger time, repeat period, and more.
You can use Schedules for the following actions-
- Data cleansing
- Data archiving
- Lead scoring
- Mass update records
- Mass delete records
- Push leads, contacts, accounts etc., to third- party applications
- Sync relevant information from third- party applications
Schedules feature is available to users of the Enterprise edition and above. You can refer to the following link for help on the feature-
We're excited to hear your thoughts about this feature in our release! Feel free to get back to us by commenting below.
There are a number of activities which you would like to perform periodically, like data update or duplicate removal. Manually performing such tasks is a waste of time and effort. Let Zoho CRM do the busy work for you by automating batch processes that can be scheduled at intervals.
Schedules helps you automatically trigger batch processes which you want to run at a particular time or periodically. Zoho CRM lets you automate batch processes to be triggered daily, weekly, monthly or yearly. Write your own functions and link them to the scheduler and customize the trigger time to the exact minute.
Write your own custom functions and link them to Schedules.
Automate batch processes to be triggered daily, weekly, or monthly. Customize the trigger time, repeat period, and more.
You can use Schedules for the following actions-
- Data cleansing
- Data archiving
- Lead scoring
- Mass update records
- Mass delete records
- Push leads, contacts, accounts etc., to third- party applications
- Sync relevant information from third- party applications
Schedules feature is available to users of the Enterprise edition and above. You can refer to the following link for help on the feature-
We're excited to hear your thoughts about this feature in our release! Feel free to get back to us by commenting below.