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 ...
Concatenate two fields — (Combining two field values onto a third field)
There are times when it is necessary to combine two separate field values into a single field. In such instances, we can concatenate two separate fields from the same module with the use of a custom function. For example, in one of the modules, we ...
Standardize naming convention for deals with auto-creation of deal names
The importance of each phase in the sales process cannot be stated enough. One of the most crucial stages in the sales process is the deal stage. Each deal is identified by the name of the deal. Standardizing naming conventions is a best practice ...
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 ...
Auto-update multiple fields with same values.
When you consider the data that you add in Zoho CRM, many a time you may want to enter the same value for two different fields in a record. Some of these scenarios are as follows : If the customer only has one phone number, the information in the ...