Dear All,
Greetings!
We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention.
Presently, to orchestrate sales cadence, you would have to create calls and schedule meetings, manually.
In this enhancement, we are introducing two new workflow actions.
- Add Meeting
- Schedule a call
We have grouped these new actions, along with existing action-
Add Task have been under '
Activities' workflow action.
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Add a Meeting via Workflow rule
Let's assume, you have a bunch of new sign-ups and you want to orient them about your product. In that case, you can schedule an orientation meeting when a deal is marked as 'closed won'.
There are a few special cases we have addressed while scheduling a meeting via workflow rule
Host Unavailability
While a meeting is being scheduled for a contact or a lead, if the host of the meeting is 'unavailable', then you can set to schedule the meeting to be scheduled for the record owner or you can create a task for the host, so that the host can manually reschedule the meeting once available.
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Adding a participant for the meeting
You can add the people associated with the module, users in the org., and additional users as participants for the meeting.
![](https://desk.zoho.com:443/support/ImageDisplay?downloadType=uploadedFile&fileName=1668524659304.png&blockId=48d0a458940565725685120582059376e0233c37a2979b47&zgId=b54d79c69095249d&mode=view)
Adding custom fields to Meeting Quick create popup
Add more fields to your 'Meeting Quick create' popup. Under module customization -> meetings, you can add custom fields to be listed while creating a meeting. These fields, along with other mandatory fields will be listed in the meeting quick create popup.
Note that, any field added to the quick create pop-up is mandatory by default.
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Schedule a call via Workflow rule
When a new lead enters your system, you may want your sales rep to follow up with the new lead to know the reason behind the lead signing up, as a part of your lead nurturing process.
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The new schedule a call action will help you here. You can now schedule a call for the rep as soon as the lead is created.
In the
'schedule a call' quick create popup, you can enter the details like the purpose of the call, date and time of the call, and create the call.
![](https://desk.zoho.com:443/support/ImageDisplay?downloadType=uploadedFile&fileName=1668524696166.png&blockId=48d0a4589405657203b8fdcee55627cf0d9ee7a58ae39e06&zgId=b54d79c69095249d&mode=view)
That's about the update. These actions are open for all users in all DCs.
Thanks and have a good one!