50 min
Workflow Rules & Automations in CRM Zoho My Business
-
- Entrepreneurship
In this episode, I talk with Michael Trow about Workflow Rules within CRM. The whole point of automation is to remove manual work from your day-to-day tasks and simplify your business.Listen to this episode for examples of how we use workflow rules within our businesses and the anatomy behind the scenes. Walkthrough of Workflow rules - 3:30Examples 5:19Anatomy of workflow rules 17:24Automating Tasks 43:40Webhooks & Functions - 47:18
In this episode, I talk with Michael Trow about Workflow Rules within CRM. The whole point of automation is to remove manual work from your day-to-day tasks and simplify your business.Listen to this episode for examples of how we use workflow rules within our businesses and the anatomy behind the scenes. Walkthrough of Workflow rules - 3:30Examples 5:19Anatomy of workflow rules 17:24Automating Tasks 43:40Webhooks & Functions - 47:18
50 min