How to Set Up Workflow in Zoho CRM

By | CRM, Zoho Tips

In a previous blog post I spoke about how you may use workflow in Zoho CRM. Today I am going back to basics, what even is a workflow anyway? Typically workflow means how you organize your work patterns, the flow of your work, so to speak. In Zoho CRM, workflow is an automation tool that will execute a certain action when a condition in the CRM is met. Essentially- you do something in your (i.e. create a new lead) and an automated action fires off (a welcome email is sent). Read More

Zoho Creator Help: 6 Tips for Getting Started

By | Features

Zoho Creator HelpIf you just signed up for Zoho Creator and you’re looking for Zoho Creator help and a Zoho Creator tutorial, you’ve come to right place! Not knowing where to begin can be overwhelming, but we’ve got some tips that can help.

Back in the day, people would build their databases using products like Microsoft Access or Filemaker. This evolved. Now software companies like Intuit makes QuickBase and Zoho makes Zoho Creator. These do the same things with one huge difference: They’re in the cloud.

Because Zoho Creator is a cloud-based app creator, you can build your own systems completely from scratch in a hosted environment that can then be accessed by whoever you want, wherever they are, and the app can be integrated into other cloud-based applications—particularly, Zoho applications.

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Zoho Workflow: Getting More Value From Zoho CRM

By | Zoho Tips

Zoho Workflow: Getting More Value From Zoho CRMYou may be getting a lot of use out of Zoho CRM, but are you truly using it to its fullest potential? Those users who are really maximizing the value of their investment are using Zoho workflow features.

By learning how to set up workflows in Zoho, you can have it run at its most productive level. This can automate certain tasks and guarantee that these things are always being completed, regardless of whether you forget to do them yourself. They are essential to getting the most out of Zoho CRM and ensuring your business is running as efficiently as possible. If you are ready to set up workflows, but not sure where to begin, these are the top three we recommend that users start with:

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