How Do You Use Macros in Zoho CRM to Automate Repetitive Actions in Bulk?
Macros are used in Zoho CRM to perform a predefined set of actions (such as sending emails, updating fields, or creating tasks) on multiple records at once.
Create a Macro:
Go to Setup → Automation → Macros → Create New Macro.
Define Actions:
Add steps like sending an email, updating status fields, or assigning tasks.
Apply Macro in List View:
Go to a module (e.g., Leads), select multiple records, and apply the Macro.
Monitor Execution:
Use the Macro History to track execution success or errors.
Why This Workflow Matters:
Macros save hours of manual work by automating routine tasks—especially helpful for campaign follow-ups, lead qualification, or status updates.
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