What are macros?

What are macros?

Macros are a feature that lets you execute a bunch of tasks for select records quickly.

Let's say you are required to call up a fresh set of leads every day. Once you are done with the call, you need to send them a standard email and update the lead status to "Contacted". And after that, you assign the leads to your colleague so he can take things further. Now you have 3 things to do in the CRM,
  • send mail
  • update field
  • create task
Instead of doing the same thing for every lead, you can create a "macro" for these 3 tasks. Then you can simply select the records and run macro. So all these changes would be applied to the selected records, thus saving you a lot of time and efforts.

Macros can be created for leads, contacts and potentials. In each macro, you can have 1 email, 3 tasks, and 3 field updates. To create a macro
 for Leads:
  1. Click the Leads module
  2. In the Leads Home page, click Run Macro > New Macro.


  3. In the Create Macro page, provide a Name and Description for the macro.
  4. Choose an Email template under Send Email.
  5. Under Update Field, choose which field must be updated and what it should be changed to. 


  6. Under Create Task, fill in the details required and click Add.

  7. Once you have provided all the details, click Create.
To run a macro for a bunch of leads
  1. Click the Leads module.
  2. Select the leads for which you would like to run the macro.
  3. Click Run Macro and select the macro that you want to use.


  4. Review the actions specified. If everything looks good, click Run.

The tasks specified in the macro will be applied to the bunch of selected leads. Note that macros would have to be run manually. You cannot automate execution of macros.

Related Links

Using Macros

    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

                                                                                    • Running and Deleting Macros

                                                                                      Running a Macro To run a macro Click the [Module] tab for which you want to create a macro. Select the ListView from the drop-down list. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro. ...
                                                                                    • 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 ...
                                                                                    • 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, ...
                                                                                    • Will the emails sent using Macros be listed under a record?

                                                                                      Yes, the emails sent using the Macros feature will be listed under the related record. Please note that the mail is sent to the email address provided in the Email field. In case the Email Opt-Out option is enabled, the mail will not be sent.
                                                                                    • Why am I not able to see the 'Run Macro' button?

                                                                                      The Macros features and the 'Run Macro' button will be available only if you have all the three profile permissions mentioned below: Mass Email Mass Update Create ActivitiesRelated Topic Managing Profiles
                                                                                    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