Autosuggest Macros | Online Help - Zoho CRM

Use macros auto-suggested by Zoho CRM

Zoho CRM takes the usage of macros a notch higher by intelligently auto-suggesting macros that you could create based on your CRM activities. If you have been repeatedly performing the same set of actions over a period time on a bunch of records, Zoho CRM will automatically suggest that you create macros out of the actions. Consider the following scenario, in which the same set of actions are being performed thrice over a period of 10 days.

Day 1: You send a Welcome Email template to a set of leads under "Today's Leads" custom view and then update the Lead Status field to Contacted.

Day 3: You send the same Welcome Email to another set of leads under "Today's Leads" custom view and then update the Lead Status field to Contacted.

Day 8: When you repeat this action for the third consecutive time, that is, after you have sent the Welcome Email this time to a bunch of leads under "Today's Leads" custom view and updated the Lead Status field to Contacted, you will see a popup window suggesting that you create a macro out of this action.

You can either SaveMacro or Discard it. Once you have saved the macro, you can find it in Manage Macros page. In case you have closed the popup window, you can also access suggested macros later from the Manage Macros page.

To access macros auto-suggested by Zoho CRM

  1. Click on the desired module.
  2. Choose the custom list view.
  3. Select a list of records and click Run Macros Manage Macros.
  4. In the Manage Macros page, click the Suggested Macros button.
  5. From the popup that follows, point to the desired suggested macro.
  6. Enter a name for the macro and click Save.
    If you do not want to save the suggested macro, you can also Discard it.
Note
  • Zoho CRM auto-suggests macros only after a minimum period of seven days from the date the actions were first performed.
  • Auto-suggested macros also appear when you create a macro for a module. You can either use suggested macros or write your own.
  • Once you have discarded an auto-suggested macro, you cannot retrieve it.
  • Zoho CRM will not auto-suggest a discarded macro again for 60 days from the day it was discarded. After a period of 60 days, if you perform the same actions, it will considered as a fresh macro and will be suggested anew.

Understand when Zoho CRM auto-suggests macros

Following are the criteria that have to be met in order for Zoho CRM to auto-suggest macros:

  • Auto-suggested macros will appear only if the same user has performed the same actions (same emails, same tasks and same field updates) at every required instance.
  • Also, the actions must be performed on records from the same module, same custom view and the same page number.
  • When auto-suggested macros are displayed on the execution of an action, the macro related to the most recent action you just performed will be displayed first. This will be followed by other auto-suggested macros.
  • However, on the Manage Macros page, when you access Suggested Macros, the order in which macros are displayed is based on the frequency of the actions - the most frequently performed set of actions will be displayed as the first macro.

    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

                                                                                    • Using and Creating Macros

                                                                                      Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
                                                                                    • WeChat Pay for Zoho CRM

                                                                                      Installing the extension You can install the extension either from Zoho Marketplace or from the Zoho CRM. To install the extension: Navigate to Setup > Marketplace > All. Click All Extensions, then browse for and click WeChat Pay. Click Install Now. ...
                                                                                    • Zoho CRM for Google Ads

                                                                                      Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                    • Auto Response Rule for Web Forms

                                                                                      When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to ...
                                                                                    • Zoho Directory integration with CRM

                                                                                      Integrating CRM with Zoho Directory gives the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions, and other policies. Read more about Zoho Directory here. Benefits of integrating CRM ...
                                                                                    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