Managing a growing business can be challenging. As an SME business owner, you have a lot on your plate – you track marketing campaigns, sales, customer interaction, and more. Great news, though, is that with Zoho CRM, you can create workflows to automate tasks and emails!
If you are asking, how do I create a workflow rule in Zoho? This article is for you. You will also learn how to create Zoho automated emails alongside other task assignments and record field updates.
Workflow rules are instructions that can help you streamline your workflows and properly assign and automate certain actions based on specific conditions.
For example, you can create a rule that automatically assigns a task to a certain user when a record is created in your Zoho CRM. You can also create rules that send out email notifications or create tasks when certain conditions are met.
For those asking, how do I create an email workflow? The next section will show you how.
If you’re not already using Zoho CRM’s email workflow automation rules, here’s a quick primer on how they work and how you can use them to automate your routine tasks. The following steps will show you how to automate emails in Zoho.
A rule trigger is an automated action performed when a record meets certain conditions. You can set the rule trigger with these steps:
This stage allows you to select which records you want to execute the trigger rule for. In other words, you can select which contacts the trigger should apply to. You select between all records if it applies to all contacts or records matching the conditions to handpick the recipients.
This step allows users to select a due date for the setup to take effect. Such an option makes scheduling feedback emails possible.
In Zoho CRM, an assignment rule is a feature that lets you assign and schedule responses to different things that customers and clients do.
To set up an assignment rule, you first need to define the criteria used to determine which records should be assigned to which users or teams. Once you have done this, you can specify which users or teams should be assigned to which records.
If you’re asking, can I create tasks using a workflow? The answer is yes. You can use workflow rules to create tasks when certain conditions are met. Here’s a guide on how to go about that.
Finally, select Save and Associate.
Now you know that Zoho CRM is the go-to if you want to manage workflow and customer communication from one place. You do not have to understand technology because the software is easy-to-use with a simple interface for anyone to follow.
And if you’re asking, how many workflow rules can be created in Zoho CRM? There is no limit to the number of workflow rules you can have in Zoho CRM. You can create as many workflow rules as possible to automate your business processes. You’re not sure how many workflows you need to optimize your business operations? Ask a Zoho CRM consultant for help.