‘When was that task due?’
‘Oh, I missed that appointment again!’
‘What was the closing date of this deal?’
‘How many tasks do I have for today?’

For all executives in Sales or Customer Support Departments, these lines may sound very familiar.

If you are familiar with Zoho CRM’s Workflow Rule feature, you’d know that you can create Alerts, Tasks and Field Updates whenever a record is created or edited. But then, consider this scenario where you are a sales representative handling multiple deals with their closing dates spread over almost 2 months! You want to receive a reminder about each deal just 3 days before the closing date. Not possible with Zoho CRM, you’d think. But wait.. with the latest updates that we have made to Workflow Rules, this is now possible for all Enterprise Edition users!

We call this new functionality “Time Based Actions“, which can be simply defined as: “alerts, tasks, and field updates that are triggered on a specified time after the rule is executed.”

That’s not all. You can now send email alerts to your contacts and leads too. Send that Welcome Email right on time and without delay from your Workflow Rule itself.

And in case you want to assign your leads to a different person after they reach a particular stage in the sales pipeline, you can do so with the Workflow Field Updates. The Record Owner field can now be updated too.

Learn more about this feature but before you proceed, here’s a presentation on how you can use Zoho CRM’s updated Workflow Rules to handle a simple business case.

A overdue task or a missed closing date.. for all those in the Sales and Customer Support Departments, this is no longer the case. We believe these updates would be useful.

We would also like to know about all those use cases that you handle with this feature. Join our user community and let us know!

Sharanya R
Sharanya is a Product Marketer @ Zoho Campaigns. You can start a conversation with her by leaving a comment in any of her blog posts or you can also tweet out to @sharuram.

  1. Neha

    hi
    I am unable to send email alert in to lead owner.The alert is created but emails are neither seen in zoho CRM and lead owner id.
    How can I set up the entire workflow.

  2. zoho.israel

    Can i related 2 action in one work flow?

  3. zoho.israel

    Can i related 2 action in one work flow?

  4. zoho.israel

    Can Zoho CRM workflow can generate event or invoices by date ?

  5. zoho.israel

    Can Zoho CRM workflow can generate event or invoices by date ?

  6. Cliff-CRM Comparison Reviews

    Sharanya, Excellent presentation/slideshow of workflow in Zoho CRM. I like the Alerts feature and the flexibility it provides. We might use this in a future CRM Comparison Review.

  7. Cliff-CRM Comparison Reviews

    Sharanya, Excellent presentation/slideshow of workflow in Zoho CRM. I like the Alerts feature and the flexibility it provides. We might use this in a future CRM Comparison Review.

  8. Director

    After the enhancements, I cannot longer edit or create any workflow rules. I have tried using different browsers and PCs, I know the issue is not on my end.

  9. Director

    After the enhancements, I cannot longer edit or create any workflow rules. I have tried using different browsers and PCs, I know the issue is not on my end.