Скачать или смотреть What is a Workflow and How to create one in Zoho CRM?

Are you tired of all the manual tasks? Looking for some automation? Check out Workflows in Zoho CRM.

What is a Workflow?
Workflow is a procedure that is designed to allow a harmonious flow of tasks, information, data, and files in a work-related environment and perform a specified function guided by specific business rules.

For example, if you have different sources for your leads; Facebook Ads, LinkedIn Ads, and maybe Google Ads, you may want to create a function that will detect leads that are coming in from Facebook Ads and send a notification to a specific person for a follow-up.

#workflowmanagement #businessprocessautomation
#WorkflowAutomation

0:00 - 0:30 What is a workflow
0:30 - 1:18 Workflow Example
1:18 - 3:42 Creating a workflow rule

Learn how to make Workflow in Zoho CRM without Coding and we would be happy to help you solve any issues you are facing, just mail us at [email protected] and we will reach out to you.
Alternatively, feel free to comment down below as well!!!

Website: https://clientric.co/
Facebook:   / clientric.co  
Instagram:   / clientric.co  
Linkedin:   / clientric-crm-consulting  


Zoho workflow, Marketing automation
Create workflow in Zoho CRM, Set workflow
Marketing Workflow, Lead Generation Workflow, Sales workflow
Workflow Strategist, Automation for small business,
Small business marketing automation, Automate marketing for small business
Best marketing automation tools 2022
Marketing Automation for Startups.

CRM Consultant, Clientric CRM Consulting.