How to Create and Use Workflow Rules in Zoho CRM to Automate Tasks?
Workflow rules in Zoho CRM help automate routine actions like sending emails, updating fields, or creating tasks based on specific triggers.
Steps to Create a Workflow Rule:
Go to Setup (gear icon) > Automation > Workflow Rules.
Click + Create Rule.
Select the module (e.g., Leads, Deals).
Name the rule (e.g., Welcome Email to New Lead) and set the trigger:
On Create, On Edit, On Create or Edit, or Based on Date/Time.
Set criteria (e.g., Lead Source is Website).
Add instant or scheduled actions like:
Send email alert
Assign task to sales rep
Update lead status
Click Save & Activate.
Use Case Example:
When a new lead is added via the website, automatically send a welcome email, assign it to a sales rep, and set a follow-up task in 2 days.
Why It Matters:
Workflows save time, reduce manual work, and ensure no leads fall through the cracks.
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