Beginner's Guide to Zoho CRM Workflows

Recorded from the CRM Zen Show April 17th, 2020, Brett & Tyler discuss how to set up some basic workflows for your organization inside Zoho CRM. They also cover some key points of how simple some of them might be yet the power behind simplicity.

🚨 UPCOMING LIVE STREAMS 🚨
Zoho Sign Full Product Overview
September 17, 2024, 10:00 AM Pacific Standard Time

*Don't Miss Any Zoho News, Tips, Events & More*

💥 *Zoho Team Training Programs* 💥
Train Your Team In Less Than A Week!

👇 SUBSCRIBE 👇

🧠 OTHER RESOURCES 🧠

💻 ABOUT US 💻
At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

#ZohoCRM #Workflows #Zenatta

[PoepoepoemsFCS]

You guys have a lot of great content. Digitized plugins seem like a possible cross function in workflows...

[MStar]

Wow, great simplicity in this video. Thank you so much! I ve been struggling with how to automate my zoho one paid crm

[metics_software]

hey great video as always! i just stumbled upon the journey builder/command centre and it got me confused a bit. it looks really similar to blueprints and workflows. Would you guys recommend using the journey builder/command centre? or can you maybe do a video on the subject? it would help me out a lot. thanks!

[alib]

Great videos! I'm getting so much more out of our ZohoOne! Quick question: is there a way to know whether a contact is in a current Workflow from their card file?

[loganduncan-smith]

With the scheduled actions I have a question

If I do a scheduled action to be 20 days from the trigger
If in that scheduled action I put in a task
With that task and when it’s due, is the days I put in their - is that the number of days from the ORIGINAL TRIGGER or is the amount of days I out in their from when the scheduled tasks got triggered

For example
If the scheduled task is 20 days from the original trigger
And I have put in the task to be due in 25 days days
Will that task pop up in 25 days from the original al trigger
OR
will it pop up 45 days from the original trigger?

Hope all that makes sense..

[antoniorosales]

Hello I had a quick question whenever I change a specific field on one of the clients it shows up as a task as it's supposed to since I made a workflow for it.However if I upload a report that updates the current clients information the task will not show up.For example I currently have a workflow setup that creates a task notification in my dashboard notifying when a status changes from active to terminated.If I go into it through the CRM and change it myself it will create the task notification. However if the client is active and already in the CRM and I Import another reportThat has that same client as terminated it will update in the system but it will not create a task for it I will still have to manually change it once it Import
Is there any way around this?

[jixdahac]

Can I automate emails to send? From templates.

[sakshitake]

If we send automated email 1 to new leads and if they open it so can we send them automate email 2 and if they wont open it so can we send the email 3.

[anenetc]

How do you test if your workflow works ?