Zoho CRM Beginner & Advanced Workflows Full Tutorial
Zenatta Consulting Zenatta Consulting
19.5K subscribers
19,534 views
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 Published On Apr 1, 2021

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.

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We hope you find this information useful! Timestamps below.

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0:00 Intro
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

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This webinar was recorded on April 1st, 2021.

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At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

Have a question, or need professional help? Feel free to visit https://zenatta.com/ or message us anytime!
#ZohoCRM #Workflows #Zenatta

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