Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

Alert
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's been rolled out for all Zoho CRM accounts. Find out more about Cadences in our help documentation.

Info
Updates to Cadences (6th May 2025):
Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Read more: Option to resume or restart follow-ups

Info
Updates to Cadences (12th Sep 2025):
You can now add WhatsApp messages as follow-ups inside any Cadence, alongside your existing emails, calls, and tasks. We've also made changes related to Cadence limits.
Read more: WhatsApp follow-ups and upgraded limits


Hello everyone,

In the ever-evolving landscape of customer relationships, businesses face the challenge of standing out with unique and tailored engagement strategies. Gone are the days of generic communications and mass email blasts. Today's customers crave engagement that feels unique, tailored, and truly understands their needs. Zoho CRM proudly unveils its answer: Cadences, a tool that not only enriches customer interaction but also simplifies complex workflow processes. 

What are Cadences?

Cadences in Zoho CRM automates and streamlines customer follow-up processes. It enables users to create targeted, sequential communications, like emails, calls, or tasks, based on customer interactions and behaviours. Ideal for sales and marketing professionals, it maintains consistent, personalized follow-ups with leads and prospects until a desired outcome is achieved.


Cadences in Zoho CRM are more than just automation tools for follow-ups; they're a transformative solution for managing customer interactions. 

Previously, a series of responsive follow-ups often meant creating multiple workflows, using different fields and conditions. Cadences streamline this, enabling you to handle what once needed several workflows with just one cadence.

Consider a case where you're sending multiple emails for an event. You want to stop sending them once a customer replies or the event date passes. In the past, this required setting up many workflows, each with its own conditions. Cadences Studio simplifies this by offering a single platform. This single platform does the job of many workflows, saving time and making things less complex.

It's a strategic asset, meticulously designed to enhance your marketing and sales strategies, empowering you to personalize your interactions with every customer, from their first interaction with your follow-up to, ultimately, when you un-enrol them from the cadence. 

The true power of Cadences lies in the ability to transform various business scenarios.

Cadence's adaptability makes it suitable for various industries. Whether it’s for collecting e-commerce customer feedback, managing healthcare appointments, updating SaaS users about new features, or engaging real estate prospects, Cadences can be tailored to meet these diverse requirements.
  • Real estate: Respond promptly to inquiries, schedule property visits, and nurture leads with the right information at the right time. Cadences help realtors convert more leads into happy homeowners, propelling them to the top of the market.
  • E-commerce: Imagine collecting valuable customer feedback after each purchase, automatically prompting reviews, and proactively addressing negative experiences. Cadences help online retailers foster meaningful relationships with customers and drive continuous improvement.
Key highlights of Cadences 
  • Automated sequential follow-ups
    Automated sequences of actions can be established by businesses, which are activated according to customer responses or the absence of them. For instance, if a customer opens an email but does not reply, a subsequent email can be automatically sent. Similarly, if the email is bounced, a different email can be sent based on the predetermined cadence configuration.


  • Intelligent automation
    Cadences' intelligent automation doesn't stop at follow-ups. It automatically removes records that have reached their desired outcome, maximizing your team's efficiency and focusing your efforts on the most relevant interactions.


  • Multiple follow-up capabilities
    Expand your communication beyond the traditional email follow-ups by utilizing Cadences. This platform allows you to incorporate phone call and task follow-ups effortlessly, alongside email follow-ups, resulting in a diverse and personalized experience that aligns with the preferences of every customer.

  • Robust analytics
    Gain a thorough comprehension of customer engagement with the advanced analytics offered by Cadences. Track the effectiveness of campaigns and customer behaviour to obtain valuable insights. These analytics are essential for optimizing strategies and improving engagement, serving as a reliable tool for continuously enhancing customer engagement efforts.

Configuration and utilization 
Setting up Cadences involve choosing your target audience and configuring up to three types of follow-ups (emails, tasks, and calls), each with specific configuration options to suit your unique campaign needs.

Configuring Cadences is a streamlined process:
  • Target audience selection
    Choose between manual enrollment or custom views in your chosen module. This allows for precise targeting and effective campaign execution.


  • First follow-up configuration
    You can configure the first follow-up as either an email, task, or call. You can also choose when the first follow-up should be triggered.


  • Responsive follow-up configuration
    The successive follow-ups within a cadence can be intricately configured based on the actions taken on the previous follow-up. For instance, if an email in the first follow-up is opened or clicked, you can set the subsequent follow-up to be a personalized call or a task, depending on the customer's interaction.

In summary, Cadences empower you to automate and personalize lead engagement, driving efficiency and effectiveness in your CRM strategy, and ultimately fostering stronger customer relationships and enhanced business growth.


Thanks!
Nizamuddin



        • Recent Topics

        • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

          Welcome back to another week of Kaizen! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helping
        • Enhancing Zia's service with better contextual responses and article generation

          Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while
        • CRM for email in Outlook: how to ignore addresses?

          We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Zoho Sign Reminder email template

          Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template
        • Microsoft Teams now available as an online meeting provider

          Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
        • Outdated state in mexico

          Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
        • Is anyone using Zoho Flow with airtable?

          I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from
        • Default in fields on Form B based on the user selection in Form A

          Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.
        • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

          TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO
        • Organization Emails in Email History

          How can I make received Org Emails to show up here?
        • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

          Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first
        • Display Client Name in Zoho Creator Client Portal Dashboard

          Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
        • Meet Canvas' Grid component: Your easiest way to build responsive record templates

          Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
        • Migrate file from Single File Upload to Multi File Upload

          Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?
        • Best way to share/download presentation files in Zoho without losing formatting?

          Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there
        • Workflow Failure - Notifications

          Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
        • Introducing Bin Locations In Zoho Inventory

          Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
        • Error "Invalid client task found corresponding properties" only when triggered from workflow ?

          Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.
        • How to setup pricing in Zoho

          Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
        • Is it possible to create a word cloud chart in ZoHo Analystics?

          Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
        • How to interpret Campaign report statistics - definitions/explanation

          I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open
        • Add Custom Reports To Dashboard or Home Tab

          Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
        • Feature request - pin or flag note

          Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
        • How do I filter contacts by account parameters?

          Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
        • Maximum limit of rows exceeded

          I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?
        • Schedule a Call by Date and Time when a specific lead status is selected

          Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
        • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

          Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
        • How can I bold text on Zoho Forms submit buttons?

          In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.
        • Workflow workdrive rollout

          Hi! When will workflow be rolled out to all users? Thanks.
        • Stage History

          when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current
        • Lead Owner Signature Merge Field

          I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら(無料):https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした
        • Hiding Pre-defined Views

          You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available
        • Rich-text fields in Zoho CRM

          Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
        • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

          Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
        • [Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025

          We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-Party
        • Has anyone integrated SMS well for Zoho Desk?

          Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
        • Feature Request: Tag, Search, and Report on Individual Private Comments

          Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history
        • Zoho CRM Community Digest - August 2025 | Part 2

          Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the new
        • Next Page