Automate. Be Productive

Working in sales and marketing, there's little margin for missed follow-ups. Zoho CRM's workflow automation makes your business hours more productive by finishing routine tasks for you.

CRM Software benefits | Zoho CRM

Here's how we can help you

  • Automate sales routines instantly or at a later date
  • Chain together multiple rules in a single workflow
  • Analyze the performance of your workflow automation with Zia Intelligence

One rule. Multiple conditions

From sending emails to customers to following up with leads to updating required fields, there's a lot you need to do everyday. Workflow rules help you get that work out of the way by automatically triggering those actions when specified conditions are met. Set up to 10 conditions for a single rule, and increase the power of a single workflow 10 times.

Multiple conditions in workflow rules

Zoho CRM follows up your way

Performing the right actions at key stages of your sales process is crucial. Zoho CRM comes with pre-defined actions like sending emails, scheduling tasks, and updating fields that let you automate different sales routines, either instantly, or at a later date. You can also define your own custom actions through the Zoho Developer space to meet your specific business requirements, like sending personalized SMS notifications to your customers when their orders have been confirmed, dispatched or delivered.

Follow up leads with workflows

Automate post-email activities

Automate followup activities in your inbox to speed up your sales process and improve your team's productivity. Automatically create new contacts when you receive emails from new addresses, and notify your team whenever you reach out to prospects. You can call in a webhook or even update a field automatically, notify the sender if an email has been opened or clicked or even send notifications or follow-ups based on the status of an email. Zoho CRM allows you to automate your email activities so your team can stay focused on selling.

Automate actions for incoming emails based on different factors with workflows

Zia finds patterns and suggests workflows

Zia combs through your audit logs and activity history to identify patterns in your data and suggests pre-built workflows to make your sales process easier. You can choose to deploy these workflows immediately or edit them as needed, allowing your sales teams to save time and focus on closing deals.

Zia analyzes your history of manual activities and suggests predefined workflows to help you stay produtive

Analyze and optimize workflows with in-depth reports

Analyze the effectiveness of your workflows with detailed performance breakdowns of each action set in the process. This helps you identify the parts of a workflow that need to be tweaked, allowing you to optimize your automated tasks.

Understand the performance of your workflows with detailed reports

Get granular reports on your workflow failures and their underlying causes

In addition to improving your overall workflow performance, Zoho CRM also gives you in-depth information about when and where your workflows fail, and all the records that are affected. Your team can use this data to fix the underlying issues and retry the workflow, or deal with records individually and add them to an exclusion list before running the workflow again.


Know how your workflows perform

Workflow rules help you complete your routine tasks faster, but do you know how each of them performs? Workflow insights analyze and break down each rule for you. From knowing the number of records that go through a particular rule to knowing how many leads have opened your email. Zia helps you analyze your workflows further with her intelligence. She helps you find out if an email template's modification is not performing as well from a rule's modification.

Analyze workflow performance

Hook your apps up

Want to text your warehouse every time you close a deal? Webhooks let you trigger actions in third-party applications every time an event occurs in CRM. From creating a contact to closing a deal, use webhooks to put your CRM in conversation with hundreds of other apps.

Use webhooks in workflows

Extend your CRM with custom functions

As a salesperson, you need to access different pieces of customer information that are essential to follow up with your leads and close your deals. However, keeping track of all of this data is difficult when you use different applications. Zoho CRM’s custom functions can help you solve this problem. Build custom functions so you can view information from third-party applications that you use on a daily basis right inside your CRM. You can also auto-fill state and city based on zip codes, or calculate cumulative revenue from a customer based on all closed deals.

Extend CRM functions in workflows