Actions- Functions

Actions- Functions

Associating functions for automating sales and marketing activities



Help guide
  1. Associate Functions


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                                                                                          • Related Articles

                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • Actions

                                                                                            Create actions to automate your sales and marketing activities. Help guide Creating Workflow Tasks Setting Email Notifications Setting Field Updates Associate Functions Creating Webhooks
                                                                                          • Associate Functions

                                                                                            Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, workflow engine automatically triggers the function and update the CRM ...
                                                                                          • Is there a limit to the number of actions that can be created on approval or rejection of records?

                                                                                            You can create 5 actions on approval and 4 actions on rejection of records – one entry per action. Actions on approval Assign Task Update Field Send Alert Call Webhooks Call Custom Functions Actions on rejection Update Field Send Alert Call Webhooks ...
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