Loading...
「ツール」は右上に移動しました。
21いいね 924回再生

Advanced Zoho CRM Workflow Rules: Automate Lead Assignment, Follow-Ups & Deal Reminders

In this video, we explore advanced workflow rules in Zoho CRM to automate lead assignments based on lead scores, schedule follow-ups, and set reminders for stalled deals—all without requiring coding skills. Watch to streamline your CRM automation processes!

💡 Need Help With Your Zoho Instance?
📅 Book a Meeting - zenatta.com/#free-consultation?utm_source=YT

🚨 UPCOMING MONTHLY TUTORIAL 🚨
Zoho Cliq | In-depth Overview & More
March 18, 2025, 10:00 AM Pacific Standard Time
club.zenatta.com/c/zenatta-events/?sort=asc

FREE Zoho One Trial
store.zoho.com/ResellerCustomerSignUp.do?id=6b3c9b…

Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - zenatta.com/newsletter/

💥 Zoho Team Training Programs 💥
Train Your Team In Less Than A Week!
👉zenatta.com/training/

🎬 TIMESTAMPS 🎬
0:00 Intro
0:28 Assign Leads Based On Lead Score
11:28 Sending Automated Follow-ups
22:30 Reminders For Stalled Deals

👇 SUBSCRIBE 👇
♦️ YouTube -    / @zenatta  
♦️ Newsletter - zenatta.com/newsletter/
♦️ Twitter - twitter.com/zenattaconsult/
♦️ Facebook - www.facebook.com/ZenattaConsulting/
♦️ LinkedIn - www.linkedin.com/company/zenatta/

🧠 OTHER RESOURCES 🧠
♦️ Resource Library - zenatta.com/resources/
♦️ Events - club.zenatta.com/c/zenatta-events/
♦️ Club Zenatta - club.zenatta.com/

💻 ABOUT US 💻
We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business.

Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals.


#zohocrm #automation #workflowautomation