Most Popular Automation Tools in Zoho CRM 2022
Zoho CRM Tutorial Video
For today's Zoho CRM Setup Guide, we will be discussing the main Zoho CRM automation tools.
Zoho CRM automation tools help you automate routine tasks that are part of your typical workday.
There are different options and automation tools available here. Let's focus on the main one.
Workflow rules help you get your routine work out of the way by automatically triggering those actions when specified conditions are met.
Assignment rules come in handy when you have to get the right leads to the right task.
Some business processes require approval from superiors before the action can be carried out.
You could also design your process visually with the blueprint tool.
Command Center allows you to automate this entire journey reducing manual interventions at every step.
Custom Functions help you update data in related CRM modules or third party applications by executing sample program scripts.
TIMESTAMPS👀🎬
00:00 Start Video
00:26 What are Zoho CRM automation tools for?
00:39 Workflow rules
00:50 Assignment rules
00:56 Approval processes
01:06 Blueprint tool
01:12 Command Center
01:20 Custom Functions
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