Zoho Automation

Zoho Automation can help you streamline your business processes, automate mundane tasks, and enhance customer experience.

Choosing the Right Zoho App or Module for Your needs

Business Process Automation in Zoho CRM

Execute a business process in a well defined systematic manner that is free from loopholes! Strategically planned, carefully executed automated tasks can increase lead conversions by performing tasks such as automatically assigning new leads to a specific sales team member, sending an auto response email to the lead, notifying sales management of high-value opportunities and much more. Zoho CRM is ready for your sales operations workflow rules and triggers, however there are likely many automated rules and functions you haven’t even considered.

Zoho CRM Automation key Features

Here are a few of Zoho CRM Automation Features

Zoho Workflow Automation

Zoho CRM Workflow Rules execute actions such as email notifications, task assignments, and field updates when specific conditions are met.

Zoho Blueprint

A top-down, locked automated processes, with actions before, during, and after each stage.

Approval Processes

Send important deals, documents, projects and more to other stakeholders and obtain approvals to move forward.



User-defined or recurring events that trigger an unlimited set of sequences.

Custom Functions

Custom-tailored triggers that initiate third-party or other Zoho applications.

Lead Assignment Rules

Assign leads to users based on a various criteria.

Case Escalation Rules

Assign cases to users not originally assigned based on actions.

Lead Scoring Rules

Not all leads have the same potential. Score leads based on web activities.

Zoho Marketing Automation

Zoho Marketing Automation is a multichannel software solution with features designed to ease the marketing process and generate sales-ready leads.

Explore Our Zoho Automation Examples

Automation Solutions we have done previously

Blueprint Automation Sample for Orders and Delivery of Service

A blueprint in Zoho CRM is designed to execute a business process in a well defined systematic manner that is free from loopholes.


Words from our clients

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