Configuring Automatic Actions | Online Help - Zoho CRM

Configuring Automatic Actions

Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval Process. The actions include:

  • sending email notifications
  • assigning tasks to users
  • updating fields
  • communicating with third-party applications by sending instant web notifications
  • updating data in related CRM modules or third-party applications by executing simple program scripts.

Actions are defined for specific modules. Workflow rules, Approval processes and Blueprints created for a module can have actions that are created for the same module. These actions are triggered when the the criteria is met in associated features. For example, you can direct a record for approval either when the record is edited or created and associate an email alert to the manager who needs to approve. Similarly, in Blueprint different actions (email alerts, assign task or field update) can be set to trigger when a deal moves from one stage to another. Under workflow rules, Zoho CRM allows you to associate actions that can be triggered immediately when the conditions are met or schedule them to be triggered on a specific time.


Benefits

  • Improves efficiency by automating task assignment.
  • Reduces operating costs.
  • Enhances businesess processes through standardized working methods.
Different types of actions that can be created are:

  1. Email notifications
  2. Tasks
  3. Field updates
  4. Webhooks
  5. Functions
  6. Create record
  7. Assign record owner
  8. Actions by Zoho Flow
Note
A single action may be associated with multiple workflow rules. It can also be used in other places in the CRM like blueprints. When you edit an action, the change will be reflected in all workflow rules (and other automations) associated with that action.

For example, let's say that we have an email notification that is associated with a workflow rule and with a blueprint. You want to create a similar workflow rule. When you clone the existing workflow rule and edit an action, a confirmation popup will appear.
Click Update if you want to go ahead with the change even if it will reflect in all associated automations. If you don't want the change to be reflected in other automations, click Cancel and create a new action.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Configuring Workflow Rules

                                                                                                          Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
                                                                                                        • FAQs: Approval Process

                                                                                                          What is an approval process? Approval processes allow organizations to streamline the approval of various business activities across Zoho CRM. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, ...
                                                                                                        • FAQs: Workflow Rules

                                                                                                          What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity of the users and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger different action ...
                                                                                                        • Approval Process: an Overview

                                                                                                          There may be several instances in your business when certain actions need approval from one or more senior decision-makers. For instance, sales reps offering product discounts to customers need the approval of their manager before they do so. ...
                                                                                                        • Blueprint: Sample Process Flow

                                                                                                          Sample Process Flows In the following slide deck, you will find sample process flows for business from various sectors such as Education, Real Estate, Insurance, Banking and Finance. These are generic process flows meant to give you the perspective ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources