Workflow-Regeln in Zoho CRM sind eine Reihe von Aktionen (E-Mail-Benachrichtigungen, Aufgaben und Feldaktualisierungen), die ausgeführt werden, wenn bestimmte Bedingungen erfüllt sind. Diese Regeln automatisieren den Prozess des Versands von E-Mail-Benachrichtigungen, der Aufgabenzuweisun...
Ein Beispiel für die Workflow-Regel in Zoho CRM ist die Big-Deal-Warnung-Regel. Diese Regel wird ausgeführt, wenn der Verkaufsbetrag und die Wahrscheinlichkeit, die Geschäftsmöglichkeit zu gewinnen, einen signifikanten Wert überschreiten. Wenn diese Regel ausgelöst wird, wird eine Ben...
When a new event occurs in your Bubble app, this workflow will instantly create or update a module entry in Zoho CRM. This process eliminates manual data entry, saving you valuable time and ensuring your Zoho CRM entries are always up-to-date with the latest i...
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2. Zoho After orders start rolling in, Jean suggests finding a software to help withaccounting. “We useZohofor bookkeeping and all our administrative things: it’s a great all-in-one service, so you can invoice your customer, do CRM (customer relationship management), and track your invent...
Zoho CRM Functions 53: Automatically name your Deals during lead conversion. Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a le...
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🟢 UpWork Top Rated 🟢 Marketing & Workflow Automation Specialist with over 8 years of experience in Process Automation, Digital Marketing, and Project Management. Highly proficient with tools such as GoHighLevel, Zapier, Airtable, HubSpot, Klaviyo, MailChimp, Google Sheets, Zoho CRM, WordPress...
Imprezian360-CRM IN-D Aadhaar Number Masking IN-D Face Match IN-D Insurance (ICD10 & CPT) IN-D Invoice Data Capture IN-D KYC India IN-D Payables Industrial App Store InEight Influenza and Covid-19 (Independent Publisher) Infobip InfoQuery Informix InfoShare Infura Ethereum (Independent Pub...
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