Automatic Portal invite

Automatic Portal invite

We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?


Info
Latest Update (December 2025):
The option to automate portal invitations in Zoho CRM is now available.
Read more: Auto-invite users to Portals in Zoho CRM based on conditions