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 - 3:30 Examples 5:19 Anatomy of workflow rules 17:24 Automating Tasks 43:40 Webhooks & 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.&nbsp; Walkthrough of Workflow rules - 3:30Examples 5:19Anatomy of workflow rules 17:24Automating Tasks&nbsp; 43:40Webhooks &amp; Functions - 47:18

Workflow Rules & Automations in CRM

Tips, tricks, tutorials, and real-life examples for using Zoho in your business. Zoho My Business is the go-to podcast for business owners and employees who use any of the Zoho apps. As I Zoho my own businesses, let me help you Zoho yours!

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Workflow Rules & Automations in CRM

Workflow Rules & Automations in CRM