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  • Writer's pictureFrances Blackie

How to Create Automations in Zoho CRM

Updated: Aug 19, 2022

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Do you want to take your sales process to the next level? Are you looking for a way to automate business activities? If so, then you need to check out Zoho CRM's automation features!

With automations, you can streamline your sales process and save time and money. In this blog post, we will show you how to create automations in Zoho CRM.

Why are workflow automation's used?

Image showing how to Create Automations in Zoho CRM

Workflow automation are used to automatically trigger actions based on specific conditions. For example, you can create an automation that will send a follow-up email to a lead three days after they fill out a form on your website.

It can be a great tool for sales teams as it can automate repetitive tasks, freeing up time to focus on selling for example.

What sales process can be automated?

Almost any sales process can be automated with Zoho CRM.

Some of the most popular sales processes that are automated are:

  • Lead nurturing

  • Lead assignment

  • Follow-up tasks

  • Sales forecasting

What are the benefits of using Zoho CRM automations?

There are many benefits of using Zoho CRM automations including:

  • Reduced sales cycle time

  • Increased sales productivity

  • Improved customer satisfaction

  • Improved data quality.

Create an automation in Zoho CRM

Now that we understand what automations are and the benefits of using them, let's create an automation in Zoho CRM.

Lets start with an example: You are a sales manager and you want to automatically assign any new leads that come in through your website to the salesperson on your team.

To do this, we will use the "Lead Assignment" automation.

image showing how to access the settings section within Zoho CRM

First, log in to your Zoho CRM account and click on the settings button > look under the "Automation " title. Then, click on the "workflow rules" button.

Image showing where to find the workflow rules section in Zoho CRM

Next, you will need to click on "create new rule" for which a window will appear and present 3 options for you.

Image showing where to find the create rule section in Zoho CRM when creating automations

Image showing the create new rule window within Zoho CRM

Module refers to the type of data you want to automate. In our case, we want to automate lead data, so we will choose the "Leads" module.

The second option is "rule name" in which you will need to enter a name for your rule. We will call our rule "Lead Assignment."

The last option is "description" in which you can enter a brief description of your rule.

Now that we have this out of the way, you should see a new window open up with different options.

Image of the automation flow chart within Zoho CRM

This will appear as a flow chart of sorts and will begin with a trigger .

"A trigger is the action that will cause your automation to start".

For our example, we want our automation to start when a new lead comes in, so we will choose the "when a record is created" trigger.

After you have selected your trigger, you can then add conditions.

The conditions tab also allows you to specify location, created by and for the sales process conditions.

Image showing the conditions tab within the workflow automations in Zoho CRM

From there, you can create actions.

"Actions are the steps that you want your automation to take".

For our example, we want our automation to assign any new leads that come in to the salesperson on our team.

To do this, we will select the "assign record" action and choose the salesperson that we want to assign our new lead to.

You can also add a time-based action, which is an action that will take place after a certain amount of time has passed.

For example, you could create an automation that will send a follow-up email to a lead three days after they fill out a form on your website.

To do this, you would select the "send mail" action and choose when you want the email to be sent.

You can also add more actions and conditions to your automation as well as set rules to run your automation on a schedule.

Zoho CRM offers a wide variety of automations that sales teams can use to streamline their sales process and increase productivity.

Here is a video from Zoho to help you further with creating automations within Zoho CRM:

Advice for creating automations on Zoho CRM

We recommend that businesses draw out their sales process on a whiteboard or piece of paper before creating automations.

This will help you to visualize the steps involved in your sales process as well as identify areas where automations can be used to streamline your sales process.

  • In addition, we recommend testing your automations before rolling them out to your entire sales team.

  • This will help to ensure that your automations are working as intended and will avoid any disruptions to your sales process.

  • Lastly, we recommend that businesses review their automations on a regular basis to ensure that they are still relevant and effective.

If you're looking for a way to take your business to the next level, automating certain processes is a great way to do it. Zoho CRM offers an automation feature that can help you save time and money by streamlining your sales process.

We've shown you how to create automations in Zoho CRM; now it's time for you to put them into action and see what they can do for your business. Are you ready to take your sales game up a notch? Schedule some time with us so we can show you how easy it is to get started with Zoho CRM automations.



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