Save More Time with Automation in Zoho CRM

Save More Time with Automation in Zoho CRM

Gone are the days when business professionals spent a lot of time in manual data entry. The effective implementation and use of Zoho CRM enable business professionals to maximize their time efficiency.
Zoho streamlines the business processes and segregates them by Stages. All automation can be achieved by programming the custom functions only. There is no need to be a programmer or even an expert to make this possible.

Zoho CRM’s automation enables you to eliminate manual tasks, be more productive and close more deals. The automation tool helps you in automating everyday tasks that are a part of a normal workday. You can let your CRM take care of your activities while focusing on making sure that your workday becomes more productive and that you are able to close more deals.

Workflow Management:

The workflow management that is offered by Zoho CRM helps in automating sales, marketing, and support. You can quickly assign tasks to the users based on the criterion defined in the rules while updating some fields. Workflow automation includes the below-mentioned components.

  1. Workflow Rules: These are a set of rules that get executed when some conditions are met.
  2. Email Notifications: The automated email notifications that get sent on triggering a workflow rule.
  3. Tasks: These are the tasks that get assigned to the users when workflow rules are triggered.
  4. Field Updates: The automatic updating of specified field values when the workflow rules are triggered.
  5. Webhooks: The webhooks communicate with 3rd party applications by sending instant web notifications each time an event takes place in Zoho CRM.
  6. Functions in Workflows: You can develop a set of Deluge Scripts for receiving responses from other applications and updating the CRM modules when the workflow criteria are fulfilled.

Workflow Rules perform to their best when they are associated with email notifications, field updates, and tasks. Anytime when a rule is triggered, the tasks, alerts, and field updates linked to the rule are also triggered. For instance, when you wish to send an email notification to a recipient, you should associate an alert to the rule. You can also associate workflow tasks to a rule for assigning work to the users.

One of the best examples of the workflow rule in Zoho CRM is that of the Big Deal Alert rule. It gets executed when the sales amount and probability of winning a business opportunity cross a value. At the time when this rule gets triggered, a notification is sent to the management and all other colleagues. This rule can be edited to define your big deal alert.

Workflow Rules:

The Zoho CRM’s workflow rules enable you to get your routine work out of the way by automatically triggering the actions when specified conditions are met. Zoho lets you set over ten conditions for a single rule and increases the power of a single workflow at least ten times.

The workflow rules improve efficiency by getting rid of all the manual work of assigning tasks. It helps in reducing operating costs and also improves business processes using standardized working methods.

Monitor Your Workflows:

Zoho CRM also lets you monitor how your Workflow performs. It is necessary to not just have automation set for your business but to also know how it has been performing. The workflow insights analyze and break down every rule for you.

From knowing the total number of records that go through a rule to knowing how many leads have opened an email, Zoho lets you control everything. Zia, the AI-powered sales assistant also helps in analyzing the workflows further with great intelligence. It helps the users to find if an email template modification is not performing as well as a rule modification.

Assigning Leads Automatically:

The assignment rules in Zoho CRM prove extremely useful when you have to get the right leads to the right hands. You can assign leads on the basis of a specific condition. Auto-assign all the hot web form leads to the team’s best closer, or the cold call leads to your persuader. On the other hand, you can also distribute leads to your team with a round-robin method.

Multiple Tasks With One Macro:

Zoho CRM sees when you are repeating the work and also suggests macros to get the job done quickly. Macros also let you trigger a set of actions for everyday activities for executing manually. With only one click, you can use Macros for simultaneously sending an email, updating a record, and creating a task. Share this with your team so they can run a similar set of actions.

Conclusion:

Automation is a gift that can allow your workforce to focus on other important things such as creative work. It helps you to let go of the menial work completely. Zoho CRM is useful in automating important everyday tasks. Make sure that you see the resources on Zoho CRM and how it helps in easing everything.


Stay Tuned for more!

Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)

Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185

    • Sticky Posts

    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

    • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

      Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

    • Recent Topics

    • Tip #3: How to change your booking page language

      Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

    • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

      Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert

    • Bigin update: Link email messages to pipeline records.

      Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

    • Bigin Android app update: Custom buttons and widgets

      Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,

    • Biometric Access Support on Zoho Vault Desktop App

      Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Collective-booking event not added to all staff calendars

      We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

    • Project Management Bulletin: October, 2025

      Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management

    • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

      Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

    • Zoho Sheets saying locked when not locked

      Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.

    • Identifying and Merging Accounts with Similar (Non-Exact) Names

      Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the

    • Option for super admin to recover the deleted chats in Zoho Cliq

      Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,

    • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

      Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey

    • I am trying to integrate my module in sandbox environment to add data via API

      I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"

    • Setting up primary mobile number.

      Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

    • 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

    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

    • Zoho sheet for desktop

      Hi is zoho sheets available for desktop version for windows

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • Guided Conversations - Ticket Creation

      Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

    • How to send certain invoices for Approval based on condition?

      To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

    • Unable to continue payment

      Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Massive spam pretending to come from our address – is this a Zoho security issue?

      Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be

    • System flaws and lack of response from Zoho

      I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

    • Cant recieve mails

      I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but

    • Zoho Sheet Autofit Data

      While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

    • Enhancements to finance suite integrations

      Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also

    • Edit 'my' Notes only

      The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

    • 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

    • Job Alerts for Candidates

      hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement

    • How to export all line-item descriptions for a specific item in Zoho Books?

      I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions

    • Show/ hide specific field based on user

      Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

    • Where are Kanban swimlanes

      So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research

    • Tip 19: How to display images in Pages using ZML snippets

      Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding

    • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

      I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing

    • Next Page