How Can You Automate Follow-Ups and Routine Sales Tasks Using Workflow Rules in Zoho CRM?
Workflows in Zoho CRM allow you to automate repetitive actions such as email follow-ups, field updates, task creation, and lead nurturing.
Create a Workflow Rule:
Go to Setup → Automation → Workflow Rules → Create Rule.
Choose the module (e.g., Leads), trigger type (e.g., On Record Creation or Field Update).
Set Criteria and Actions:
Use Time-Based Actions:
Test and Monitor:
Why This Workflow Matters:
Workflows save hours of manual work, ensure timely follow-up, and create a consistent customer experience throughout the sales funnel.
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