Automate with workflow rules
With workflow rules you can easily automate tasks within your sales, marketing and support departments. You can automatically: assign tasks to team members, send emails to colleagues or customers, activate other systems, based on predefined criteria and fields.
Want to know how this works or need support? Our Zoho consultants are ready to help you set up and optimize workflows.
Benefits of Workflow Automation
- Increase efficiency by automating (manual) work.
- Reduce operational costs by streamlining processes and eliminating unnecessary actions.
- Improve business processes by implementing more consistent and error-free workflows.
Zoho workflow automation
Workflow rules in Zoho are effective when associated with email notifications, tasks and fields. Once a workflow rule is triggered, the associated alerts, tasks and field updates are executed automatically.
Key Components of Zoho Workflow Automation:
Workflow rules
A set of rules that are executed when specific conditions are met.Email notifications
Automated emails sent whenever a workflow rule is triggered.
Tasks
Automatic assignment of tasks to users based on activated workflow rules.Fields
Automatic updates of specified field values when activating workflow rules.Webhooks
Enables communication with third-party applications by sending notifications for changes in, for example, Zoho CRM.Features in workflows
Develop scripts to update modules or perform custom actions when workflow criteria are met.
Workflow example
A commonly used workflow rule in Zoho CRM is the Big Deal Alert. This rule is triggered when the sales amount and the probability of closing a deal exceed a certain threshold. Once this happens, a notification is automatically sent to your sales team. You can customize the Big Deal Alert by editing the criteria and notifications to suit your specific business goals and processes. This way, you can easily define your own Big Deal alert and keep your team focused on valuable opportunities.
