CRM process automation enables businesses to streamline workflows, save time, and improve information sharing within the organization. The Zoho CRM system offers advanced automation tools, including:
Workflow:
A flexible automation engine that allows defining triggers based on specific events or times, which trigger actions such as:
- Sending notifications to users, customers, suppliers, or partners.
- Assigning tasks to users.
- Automatically updating fields.
- Communication with external systems via Webhooks.
- Running custom functions to perform complex actions.
Schedules:
A tool for scheduling recurring actions at defined times, enabling automatic execution of custom functions, thus saving management and control time.
Actions:
Actions that can be defined within Workflows or Schedules, such as:
- Automatically updating fields.
- Using Webhooks for communication with external systems.
- Creating tasks.
- Sending email notifications.
Assignment Rules:
Defining rules for automatically distributing leads among sales representatives based on predefined criteria.
Adapting automation to the organization’s needs is done gradually, with the aim of improving operational efficiency and tailoring the system to the unique business processes of each organization.
