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

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          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 SalesIQ Resources



                                                    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 on Approval process

                                                                                        1. What is an approval process? Approval processes allow organizations to automate the approval of various business activities. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, ...
                                                                                      • Approval Process: an Overview

                                                                                        There may be several instances in your business when certain actions need an 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. ...
                                                                                      • Associating Actions for Approval or Rejection

                                                                                        With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
                                                                                      • FAQs on Workflow Rules

                                                                                        1. What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger associated action types to give ...
                                                                                      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