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All Tutorials /
How to Create Automations in Zoho CRM

How to Create Automations in Zoho CRM

Updated on:

Here’s how to create automations in Zoho CRM to save time and boost productivity:

  • Open Setup.
  • Under Automation, select Workflow Rules.
  • Click Create Rule.
  • Add the Module, Name, and Description.
  • Define When the rule should trigger.
  • Add Condition 1.
  • Specify the Field Update .
  • Click Save.
  • The rule is saved successfully.

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