Zoho My Business
Tips, tricks, tutorials, and real-life examples for using Zoho in your business. Zoho My Business is the go-to podcast for business owners and employees who use any of the Zoho apps. As I Zoho my own businesses, let me help you Zoho yours!
Zoho My Business
Workflow Rules & Automations in CRM
•
Marc Cerniglia
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