Zoho CRM Workflows – Beginner and Advanced Workflows

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Timestamps – 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

About This Webinar

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. This webinar was recorded on April 1st, 2021.

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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