5 Basic Workflows in ZOHO CRM to Automate your Business

By - Usama
November 03, 2022 11:04 AM
ZOHO CRM is one of the most feature-rich and user-friendly business software solutions. However, as businesses scale and adoption increases, it’s often imperative to streamline your team processes as efficiently as possible. How can you do that? Through automation. 

To some, automation may seem like a scary word, but it’s just a process that involves streamlining repetitive tasks so you have more time for important things like – growing your business! We’ve covered different aspects of ZOHO CRM in detail in our blog. In this article, we discuss 5 workflows in ZOHO CRM that you can use to automate your business processes.

1. Time Tracking

ZOHO CRM has several features to help you track your time, so you can accurately bill your clients. However, if you’re a team that’s very focused on time tracking, you can automate this task. Using the ZOHO CRM scheduling feature, you can create a calendar for your team and have them select the hours they’ve worked on different projects. You can then select the time tracking feature to move the selected hours to the projects they were worked on. 

ZOHO CRM also allows you to build “Reports” – a set of business metrics, charts, and timelines that you can access and share with your clients. You can add the deadlines worked on by your team members, along with the hours spent on these projects. You can also include the estimated hours and the hours worked. You can, therefore, create reports that show your clients the progress being made on their projects.

2. Sync emails to CRM

Email is still one of the best ways to engage with and generate leads. However, as your email list grows, keeping track of everything can become a nightmare. ZOHO CRM’s “Attachment” feature allows you to easily attach all the emails you receive from prospects and customers, along with any files they send you. 

ZOHO CRM also provides you with an “Email to CRM” button. So, if you need to create a new lead, assign a project to a team member, or create a new opportunity, all you have to do, is click the “Email to CRM” button in your inbox and type in the details. This feature allows you to sync your emails to ZOHO CRM seamlessly.

3. Lead Automation

ZOHO CRM allows you to create lead-generating campaigns in a matter of minutes. You can, for example, create an email campaign that offers a discount on your services. When you publish the email, you can set up a trigger in ZOHO CRM, so the email leads are automatically added to the “Email Campaigns” campaign. 

ZOHO CRM also allows you to integrate your email marketing tool, such as Mailchimp for CRM, so you can track your leads and measure the ROI of your email marketing campaigns. You can create a workflow that automatically adds the subscribers to a “Campaign” in ZOHO CRM.

4. Set up Drip Marketing Campaigns

Once you’ve created a lead, and they’ve opted into your email list, you can use a drip marketing campaign to nurture them until they become a customer. You can create a campaign in ZOHO CRM that includes a series of emails, which you can send to your subscribers at a specific time interval. 

ZOHO CRM’s drip marketing campaigns feature allows you to create a set of emails that are sent to your subscribers at specific time intervals. You can also create an email campaign that is triggered by a certain action (like visiting a specific page on your website or clicking on a button). 

ZOHO CRM allows you to create an advanced drip marketing campaign. You can choose the time interval for each email in the campaign, and choose to have the campaign repeated a certain number of times.

5. User Behavior Tracking

ZOHO CRM allows you to track your users’ behavior, so you can create more personalized experiences for them. You can use the “Forms” feature to create a survey that asks your users questions about their preferences, interests, and needs. You can include questions such as “What was the reason to sign up for your service?”, “What are the challenges your business is facing?”, “What benefits do you expect from using your product?”. 

You can then track the behavior of your users, so you can create more personalized experiences for them. ZOHO CRM allows you to create a campaign based on your user’s behavior. You can, for example, create a campaign that sends a message to your users. When you add an email address to the campaign’s “To” field, you can send the campaign to your entire user base.


When implemented properly, automation is a great way to streamline your business processes and free up time for more important tasks. However, keep in mind that automation is most effective when it’s used for repetitive tasks and simple instructions that don’t require human judgment. If you’re looking to accomplish more with your business, consider implementing one of these workflows to automate your business processes.

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