Workflow rules

Workflow rules

Automate your organisations' everyday sales and marketing activities.




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                                                                                                  • 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: 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 ...
                                                                                                  • Converting Records Using Workflow Rules

                                                                                                    Converting leads, quotes or sales orders can be automated using workflow rules. When a record meets the criteria defined in the workflow rule, all the associated actions are triggered for the record. Workflow rules created for leads, quotes and sales ...
                                                                                                  • Zia for Workflow Rules

                                                                                                    You automate several sales followup activities using workflow rules to save time and efforts, which in turn increase the productivity of sales people. However, keeping track of triggers made through workflow rules to see what works best and what ...
                                                                                                  • 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 ...
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