About Connected Workflows in Zoho CRM

Connected Workflows is a powerful new feature in Zoho CRM designed to streamline and automate business processes across different teams. Unlike traditional workflows that operate within a single team or module, Connected Workflows coordinate tasks and share information about Sales, Marketing, Legal, Onboarding, and more. This helps your whole organization work in sync, reduces manual effort, and ensures every step in the customer journey happens smoothly and automatically.

User Benefits

• Effortless Team Collaboration: Teams no longer need to chase information or send endless follow-up emails. All departments stay aligned and up-to-date at every stage of the customer journey.
• End-to-End Automation: Manual hand-offs are eliminated, as tasks automatically trigger actions in other modules—resulting in consistent and efficient process execution.
• Fewer Mistakes, Faster Results: Information flows seamlessly, reducing delays and miscommunication. Every team member works from a single source of truth, leading to quicker response times and higher customer satisfaction.
• Comprehensive Visibility: Managers and teams gain clear visibility into the whole customer journey, enabling proactive service and better decision-making.

How to Use Connected Workflows for Your Business

• Start with a Primary Module: Define where your customer journey begins, such as the Deals module for sales.
• Set Up Triggers: Choose events (like a new record, a field update, or an edit) that start your connected workflow.
• Configure Actions: For each trigger, assign actions like creating or updating records in associated modules or sending email notifications to relevant teams.
• Optimize Cross-Team Processes: For example, when a deal is marked “Closed Won,” automatically create an onboarding task, notify the onboarding team, and start training setup—without manual intervention.
• Monitor and Refine: Use Connected Workflows’ reporting and tracking to continually improve collaboration and process efficiency in your business.