Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

Hello Everyone,

We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration across your entire organization and not just your sales team.

With the launch of Connected Records, we enabled teams to share contextual information and stay aligned through record connections across modules. Now, with Connected Workflows, we’re taking it one step further by enabling Zoho CRM to coordinate work across teams and enable them to deliver their best for customers.

What are Connected Workflows? 

While Connected Records make it easy to share customer context across your customer journey, however, many of the processes involved in your customer's journey need to be consistently carried out. That’s where Connected Workflows come in.

Connected workflows help free your teams from manual coordination by enhancing coordination across multiple teams and improving customer relationship management. They allow you to automate your entire customer journey that spans across multiple customer-facing teams.

With Connected Workflows, you can build smooth coordination between departments like Sales, Marketing, Legal, Onboarding, and Training  so that each step in the customer journey is coordinated without manual follow-ups or miscommunication.


How to create Connected workflows? 

"Users should have the Connected Workflows permission enabled in their profile settings."

Every connected workflow begins with a primary module, either an organization module or a team module, depending on your customer journey.

Triggers : Initiate by setting up triggers by configuring either a single trigger or multiple triggers for a module. The triggers are :
  • when a record is created in the module
  • When a record is edited record in the module,
  • When a record is created or edited in the module, or
  • When a field in the record is edited in the module.

Multi-module criteria for Triggers : You can configure multiple criteria for triggers to execute actions in any other related modules; Enable other module criteria option for this. This ensures actions run when related modules are updated with values matching the trigger.
 
Actions : Assign one or more actions for each trigger . The actions are :
  • Creating a new connected record in the associated module
  • Updating an existing connected record in the associate module, or
  • Notifying users via email. 

Use Case: Automating the customer journey from a sales enquiry  to customer success

A typical customer journey goes through four stages, and we know that even though the sales team is the initial point of contact, multiple teams are involved and will support the sales team to win the customer.                                                        

Involved Teams
Initial Evaluation
Sales Team is the point of contact
Marketing team supports with customer-facing content in the Case Study Module
Demo Request
Sales Team schedules a product demo
Pre-sales team provides product demos in the Product demo module
Customer Onboarding
Sales Team updates the sale cycle stage to 'Closed Won'
Onboarding team helps the customer get started post-sale in the Onboarding Assistance module
Product Training
Sales Team arranges for training sessions
Training team helps the customer to be fully equipped to use the product in the Training module
 
Here's how Connected Workflows can automate the sales process and achieve coordination between the multiple teams involved.  

We’ll create a connected workflow with Deals as the primary module and configure three triggers:

Trigger 1: When a new record is created → Create a connected Case Study record for Marketing (Action)

Trigger 2: When Lead Status is "Qualified" → Create a Product Demo record and notify the Pre-sales Team(Action)

Trigger 3: When Deal Stage is "Closed Won" → Create an Onboarding record for handoff prep(Action)

This sets up three connected modules: Case Study, Demo Request, and Onboarding, as shown in the image below.

 Now we will configure the associated modules.
  • Case Study
    Trigger : When status is "Completed" → Notify Sales Team about availability(Action)

  • Demo Request 
    Trigger : When status is "Completed" → Notify Sales Team that demo was given(Action)

  • Feedbacks (manually created from Demo Request)
    Trigger : When new record is created  → Email lead with feedback form(Action)

  • Onboarding 
    Trigger :
    When status is "Completed" → Notify Training Team to start sessions and Sales Team of onboarding completion; also create a Training record(Action)

  • Training (automatically created from Onboarding)
    Trigger :
    When new record is created → Update Account type to "Customer" and notify Sales Team of training completion(Action


Now let's look at how all these modules have been connected to carry out a customer journey in the GIF below.



In this entire customer journey, there is no loss of customer context, no repeated back-and-forth between teams, and no delays due to miscommunication. Each team receives a connected record with all the relevant data they need to execute their part of the process.
Here is another video with a detailed explanation on how connected workflows works :

How Are Connected Workflows Different from Traditional Workflows?     

  • Connected Workflows go beyond one module; they’re designed to coordinate across team boundaries and hence use multiple modules to build a workflow.
  • Connected workflows trigger follow-up tasks/actions in both org and team modules.
  • Connected Workflows generate connected records as part of the process, so new requests are automatically created in modules, and those teams will have full context from day one. Users can save the time they take to create requests from the Request tab with this feature.

Why use connected workflows for your business? 

  • No more manual follow-ups because of automating cross-team coordination and reducing dependency on reminders or emails.
  • Achieving consistent execution across your customer's journey.
  • Providing end-to-end visibility where teams see the full customer journey, not just their part in the entire journey.
  • Above all, providing contextual coordination among multiple teams by minimizing delays between hand-offs.
 

We believe Connected Workflows will be a game-changer in how you deliver exceptional customer experience. We’re excited for you to start building your first Connected Workflow. Let us know in the comments if you have any queries.

Availability :
  • This enhancement is available only in Zoho CRM's new UI.
  • The number of connected workflows that can be created edition-wise are :
    • Standard Edition.      : 2
    • Professional Edition : 2
    • Enterprise Edition    : 10
    • Ultimate Edition.      : 10
    • Click here to learn about others limitations for this feature.

Early Access for Connected Workflows

We are in the process of opening out connected workflows for our customers, however, if you’d like early access to explore and use this feature, we’ve got you covered!

Fill out this form to get early access.

We’d love for you to try it out and share your feedback.


Regards,
Serena Woolridge
Zoho CRM Marketing Team



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • how to download all my files

                                    We are in the middle of zoho docs to zoho workdrive migration. I can not access my zoho docs page. I get redirected immediately to a zoho workdrive page. I would like to download all my files so that I have a backup in case something goes wrong with the
                                  • Read webpage - MSXML2.ServerXMLHTTP

                                    I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value
                                  • Export Invoices to XML file

                                    Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                  • no me llegan los correos a Zoho mail

                                    No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias
                                  • Group Calendar as Default for adding new events, etc?

                                    Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.
                                  • Bookmark Loading is Buffering

                                    Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,
                                  • Zoho Webinar custom registration fields into Zoho CRM

                                    I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere
                                  • How to restrict user/portal user change canvas view

                                    Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
                                  • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

                                    Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better
                                  • Download Google Drive Shared Image/File Using Deluge – Complete Guide

                                    Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains
                                  • How to update Acuity appointment fields from Zoho Flow?

                                    Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that
                                  • When will Zoho Learn be able to support SCORM files on the mobile app?

                                    When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will
                                  • No horizontal scroll bar in reports

                                    Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,
                                  • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

                                    Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker
                                  • filter broke my data

                                    I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
                                  • Request to remove domain "greentechcoatings.vn" from previous Zoho account

                                    Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account
                                  • Trigger actions in third-party apps using Zoho Flow

                                    Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and
                                  • Enroll, Script, Win: Hackathon 2025!

                                    Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTER
                                  • Zoho Help Desk - Not receiving emails

                                    Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articles
                                  • Export History timeline

                                    Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.
                                  • Almost all Flows are being queued

                                    A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes
                                  • How Do I Refund a Customer Directly to Their Credit Card?

                                    Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
                                  • Employment Contract / HRMS Documents - Zoho People

                                    How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.
                                  • Send Zoho Forms Link using Zoho CRM Email Templates

                                    I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
                                  • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

                                    If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop
                                  • Enhancements to Bigin's forms

                                    Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine
                                  • Table dimensions

                                    I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
                                  • Direct link to Record Summary

                                    Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume
                                  • Desk fails to create a new ticket on Reply email

                                    When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system
                                  • Amendment effective date

                                    Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always
                                  • STOCK history in zohosheets

                                    is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.
                                  • Auto sync Photo storage

                                    Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
                                  • Can't add a sender adress from zoho campaigns

                                    hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 
                                  • Zoho Desk Training

                                    Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
                                  • Introducing parent-child ticketing in Zoho Desk [Early access]

                                    Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
                                  • Text/SMS With Zoho Desk

                                    Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as
                                  • Agent password reset

                                    Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards
                                  • Can receive but not send messages in Zoho Mail

                                    Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.
                                  • Why is Zoho Meeting quality so poor?

                                    I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                  • Mail is sent twice!

                                    Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case
                                  • Next Page