Schedules | Online Help - Zoho CRM

Creating Schedules in Automation

Schedules are automated user-defined actions, which can be performed through Functions either at a particular time or on a recurring basis. User-defined actions enable creating unique scheduling situations that can be executed periodically based on your requirements.

You can now schedule a Function such that it is executed automatically on a daily, weekly or monthly intervals.

Schedules allows to integrate your CRM data with your company’s website/intranet, any third-party applications or other Zoho Apps. For example, using schedules you can

  • Periodically sync up your contacts with other applications
  • Push your CRM Data to your legacy system for data-back up purposes.
  • Alert the users about any idle leads or deals.
Permission Required
Users with Manage Workflow permission in their profile can access this feature.

Create Schedules

To create a custom schedule
    1. Go to Setup > Automation > Schedules.
    2. Click Create your First Schedule.
    3. In the  Create New Schedule page, do the following:
      • Enter a name and description to the Schedule for easy identification.
      • Now choose the Function to be associated with the schedule. You can write your own Function using our Deluge Script Editor based on your requirements. The Function will be executed automatically on the scheduled date, time and frequency. See also Choose Function
      • Choose an Execution Start date and Execution time to which the Function should be executed.
      • Set schedule frequency from the available drop-down list.
        You can execute the custom action either once or on a daily, weekly, monthly or yearly basis with specific date/time and recurring frequency. See also Set Schedule Frequency
      • Choose the End point of the schedule.
        You can stop the custom action either after executing it once, or till a specific date or the number of times it has to be executed.
    4. Click Save.
  • User-defined CRM variables can also be used in the Custom schedule. When you create a Function to be associated with the schedule, you can select the CRM variable as an argument.

Set Schedule Frequency

You can set schedule frequency either once or on a daily, weekly, monthly, or yearly basis with specific date/time and recurring frequency.

To set the schedule frequency

  1. Choose the schedule frequency as either Once, Daily, Weekly, Monthly or Yearly, in the Frequency field. For example, if you choose to set frequency on a monthly basis, then the scheduled Function will be executed on a monthly interval.
  2. Choose the option Custom from the drop-down list to run the custom action either on any specific day/month/year along with recurring frequency for your schedule. For example, if you choose to run the schedule every month, you can repeat the schedule on any specific day of the month.
  3. Use the Run Now option in the schedule configuration page to manually trigger the scheduled function whenever required.

  • You are allowed to trigger the schedule manually only twice per day.

Choose Function

Every schedule should be associated with a Function. Using our Deluge Script Editor, you can write your own Function and schedule it to execute periodically.
See also Deluge Script - Reference Guide.

Failed Schedules

All the failed schedules will be logged and displayed under the Failure tab in the Schedules configuration page. These data will be available as long as they are present in the CRM Audit logs.

Edit Schedules

You can edit the existing custom schedules whenever required. Only the users with manage workflow permissions can edit schedules.

To edit a schedule

  1. Go to Setup > Automation > Schedules.
  2. Select the required schedule from the list and click the Edit icon.
  3. Edit and update the changes as per your requirements.

Delete Schedules

To delete a schedule

  1. Go to Setup > Automation > Schedules.
  2. Choose the required schedule that you want to delete and click the Delete icon.
Points to Remember

  • Every organization can have only up to 10 schedules irrespective of it being active or inactive.
  • You are not allowed to duplicate a schedule name.
  • The start date of a Schedule should not exceed 1 year from the current date.
  • Every schedule execution details will be logged in CRM Audit Logs.
  • Function should not exceed two hundred thousand lines of execution.
  • Function should run within span of 5 mins.
  • Use Integration tasks whenever possible.

    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

                                                                                                      • Workflow for Calls

                                                                                                        Have questions on using workflow rules in CRM? Join this exclusive Ask-Me-Anything session on CRM Workflow Rules and seek answers to your queries from our panel of product experts. Register Now Workflow rules for calls allow you to perform certain ...
                                                                                                      • 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 ...
                                                                                                      • Creating Workflow Tasks

                                                                                                        Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the ...
                                                                                                      • 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 ...
                                                                                                      • Workflow Scenarios

                                                                                                        Workflow rules help automate several sales processes in your business. Following are a couple of scenarios that demonstrate the use of workflow rules in Zoho CRM. Create a workflow rule to automate task assignment Let's say you want a task to be ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



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


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


                                                                                                          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