Actions
Creating Webhooks
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
Associate Functions
Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, workflow engine automatically triggers the function and update the CRM ...
Setting Field Updates
The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Permission Required Users with administrative profile can access this feature. To create field ...
Setting Email Notifications
Email Notifications are among the instant and scheduled actions associated with different automations in CRM. They are alerts, notifications, information, or details sent to leads, contacts and users within the organization. When you associate an ...
Creating Workflow Tasks
Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the ...
Configuring Automatic Actions
Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval ...
Assigning Record Owner
The assign owner action lets you automatically ascribe ownership to a record when the associated workflow rule is triggered. This action applies to all the triggers except delete of a record or cancel of a meeting. If a record satisfies more than ...
Actions by Zoho Flow
You can use Actions by Zoho Flow to extend your workflows beyond the boundaries of your CRM. This allows you to automate actions in third-party or Zoho apps as part of your workflow rules. It's a useful alternative that saves the time and effort ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...