Automation - Overview
In business, there are numerous everyday activities and processes that need to be done and when automated will save time and effort. For example, a sales manager may be required to assign the leads to various sales reps based on certain criteria. Also, you may need to send pre-sales and post sales follow up emails to customers at scheduled intervals.
Zoho CRM gives you the option to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. You can create workflow rules and associate workflow alerts, tasks and field updates with them. Additionally, you can set up case escalation rules and also assignment rules for leads, contacts and cases generated via web forms.
Set up approval process by specifying criteria based on which records will be sent for approval.
Add an Approval Process | Associate Actions | Approve/Reject from the Approval Tab | Reorder Approval Processes and Process Rules
Create specific set of actions that aide in automating a follow-up task. These actions can be associated with Workflow rules, Blueprint and Approval Process.
Email Notifications | Tasks | Field Updates | Webhooks | Functions