What is the difference between Workflow Rules and Blueprint in Zoho CRM, and when should I use each?
Workflow Rules and Blueprints are two distinct automation tools in Zoho CRM, each serving a different purpose:
Workflow Rules:
These are best for automating repetitive tasks like sending an email, updating a field, or triggering a webhook when a condition is met.
➤ Example: Automatically assign a lead to a sales rep when it is created with a specific region.Blueprints:
These enforce structured, step-by-step business processes. They guide users through a defined path (states and transitions) and ensure the correct person performs the correct action at each stage.
➤ Example: Enforcing that a lead goes from “New” → “Contacted” → “Qualified” → “Converted” with specific actions and approvals at each step.
Use Workflow Rules when you need lightweight, flexible automation triggered by field updates or record events.
Use Blueprints when you want to enforce process consistency, accountability, and conditional stage progression.
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