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Save Clicks in Zoho CRM using simple workflows

Save Clicks in Zoho CRM using simple workflows

Hari Iyer | SyncEzy

CEO

2 Min Read
Nov 07, 2019

Save Clicks in Zoho CRM using simple workflows.

CRM works the best when automation reduces the click work required to get something done. In addition, it ensures the correct process is followed, even when users forget to change something.

We had a requirement for this recently. We had opportunities that had a closing date of next month, but the opportunity was won this month. The sales staff would forget to do this as they were so happy, they had won the new proposal! This would then mess around with reports for end of month sales commissions. Not happy admin and accounting staff. ?

To make it consistent, we decided that we need a workflow to initiate when the opportunity was won (or lost, more on that soon) so we wanted to change the closing date to the date the opportunity was won.

The basic idea with Zoho CRM workflow, is that they start WHEN something happens, and based on CONDITIONS, two type of actions can be initiated: INSTANT ACTIONS and or SCHEDULED ACTIONS.

Below is the process that we ran through to build this workflow.

Follow the steps with the images below.

Head to your settings
Under automation is “Workflow Rules”
Create the Rule
For the workflow, we need it to be in the “opportunity” module. Give it a name, and a description to help explain it to everyone.
The WHEN component of the Workflow can be defined by the following
1. On a record action
  1. When action is created
  2. When created or edited
  3. Edited
  4. Field is updated
  5. Deleted
2. On a date / Time
3. Based on Score For this job, we require it to be once a field has been updated
Then you build out the CONDITIONS; we have two conditions
Is for when the stage is “Closed Won” This one we want an instant action, to change the closed date until today
Is for when the stage is “Closed Lost”
We would like instant action, the same as above
We would also like a follow up Task to be created 6 months (120 business days). We can call the customer to see how they are going with everything and if we can be of further assistance

Author

Hari Iyer | SyncEzy

CEO

Hari Iyer is the Founder and CEO of SyncEzy, a pioneering company at the forefront of data integration and automation solutions. With a deep understanding of the power of technology and a passion for solving complex business challenges, Hari has emerged as a visionary leader in the industry. His relentless pursuit of excellence and commitment to delivering tangible results have earned SyncEzy a loyal global clientele.

He is not only a successful entrepreneur but also an active contributor to the technology community, sharing his insights through thought leadership articles, speaking engagements, and mentorship programs. Hari’s ability to navigate the complexities of remote work serves as an inspiration for leaders, highlighting the importance of flexibility, work-life balance, and a results-oriented approach in today’s evolving work landscape.

Under his guidance, SyncEzy has gained widespread recognition for its deep integration solutions that seamlessly connect software applications, eliminate data silos, and enhance operational efficiency.

When not working, Hari is trying to be a better father, reading tech news, playing FPS games, and not exercising as he should.