Workflow Rules & Automations in CRM

Zoho My Business

English - August 03, 2021 18:00 - 50 minutes - 34.9 MB
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Previous Episode: Zoho Cliq with Michael Trow

In this episode, I talk with Michael Trow about Workflow Rules within CRM. The whole point of automation is to remove manual work from your day-to-day tasks and simplify your business.

Listen to this episode for examples of how we use workflow rules within our businesses and the anatomy behind the scenes.

Walkthrough of Workflow rules - 3:30

Examples 5:19

Anatomy of workflow rules 17:24

Automating Tasks 43:40

Webhooks & Functions - 47:18