Zoho CRM Beginner & Advanced Workflows Full Tutorial

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  • เผยแพร่เมื่อ 30 มิ.ย. 2024
  • In this webinar, we cover both beginner and advanced workflows for Zoho CRM. Be sure to check out the end too with some great Q&A from the attendees.
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    We hope you find this information useful! Timestamps below.
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    0:00 Intro
    0:32 Agenda
    1:05 Overview
    IF Statements
    2:13 Triggers
    8:04 Conditions
    THEN Statements
    13:59 Field Updates
    16:29 Tags
    18:18 Notify
    23:28 Tasks
    26:07 Task Dependencies
    28:25 Create Record
    Advanced Actions
    31:00 Webhooks
    33:45 Functions
    40:06 Q&A
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    This webinar was recorded on April 1st, 2021.
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    #ZohoCRM #Workflows #Zenatta
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ความคิดเห็น • 2

  • @TheMaritoviews
    @TheMaritoviews 2 ปีที่แล้ว

    Hi! Wasn't there a convert option for the leads module? I remember I once saw a workflow rule to convert my leads into contacts / accounts / deals. Was it replaced with the "create record" option? If so... what happens with the lead once the rule triggers the creation of contact / account / deal ?
    I don't want to have duplicate records.
    I hope yoyu can help me! :)

    • @Zenatta
      @Zenatta  2 ปีที่แล้ว

      Hi Marioviews,
      We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our answer - th-cam.com/video/uuocVPPe-_0/w-d-xo.html