Workflow Rules & Automation - FULL Overview Zoho CRM | Complete Guide Zoho CRM Automation

Still have some questions? Register for our FREE office hours to get 1-on-1 time with a Zoho Expert: https://bluroot.ca/office-hours/

Zoho CRM Workflows can help your business automate and scale. It can be quite overwhelming to understand all Zoho does, and in this video I will walk through all of it. Specifically:
00:00 - Introduction
01:04 - Workflow Rules
18:02 - Schedules
18:59 - Actions
22:26 - Marketing Attribution
24:41 - Segmentation

#zohocrm #workflow #crm

-----------------------------------------------------------------------------------------------
Texting for Zoho CRM
https://bluroot.ca/blutext/

Move Data in your Zoho CRM
http://bluroot.ca/wes

Mortgage CRM
https://blumortgage.ca/

Want to support Bluroot? Tag us as your Zoho Partner:
https://bluroot.ca/zoho-partner-program/

Interested in the best Zoho training courses:
https://www.liorizik.com/?ref=8f4ceb (we've partnered with the best trainer in the business: Lior Izik)