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Eight Zoho CRM automation workflows worth setting up

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Zoho CRM users who find the platform limited to a contact list may be missing automations they never configured. The article outlines eight options, including assignment rules that distribute records among users, workflow rules that trigger actions on record events, and scheduled reminders. It also covers webhooks and Deluge-based custom functions for connecting to other systems, along with approval processes and multi-step cadences for follow-ups. The author notes that some features depend on edition and that certain triggers may not fire for imported records, advising users to test one automation at a time.

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