What are some simple but high-impact automations I can implement in Zoho to save time?
Here are some effective automations you can set up with minimal effort but high ROI:
Lead Auto-Assignment (CRM): Automatically assign leads based on region, industry, or lead source.
Welcome Email Workflow (CRM or Campaigns): Send an automated email when a new contact is added or signs up.
Invoice Follow-Ups (Books): Send reminders before and after due dates to improve collections.
Task Notifications (Projects): Automatically notify team members when a task is assigned or status changes.
Daily Sales Summary (Analytics or CRM): Email a summary of daily deals, tasks, or revenue to sales managers.
Expense Auto-Categorization (Books/Creator): Auto-classify expenses based on vendors or categories using Deluge.
Each of these can be implemented quickly but eliminates repetitive tasks and boosts consistency.
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