Zoho CRM Beginner & Advanced Workflows Full Tutorial

In this webinar, we cover both beginner and advanced workflows for Zoho CRM. Be sure to check out the end too with some great Q&A from the attendees.
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We hope you find this information useful! Timestamps below.
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0:00 Intro
0:32 Agenda
1:05 Overview
IF Statements
2:13 Triggers
8:04 Conditions
THEN Statements
13:59 Field Updates
16:29 Tags
18:18 Notify
23:28 Tasks
26:07 Task Dependencies
28:25 Create Record
Advanced Actions
31:00 Webhooks
33:45 Functions
40:06 Q&A
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This webinar was recorded on April 1st, 2021.
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[@TheMaritoviews]

Hi! Wasn't there a convert option for the leads module? I remember I once saw a workflow rule to convert my leads into contacts / accounts / deals. Was it replaced with the "create record" option? If so... what happens with the lead once the rule triggers the creation of contact / account / deal ? I don't want to have duplicate records. I hope yoyu can help me! :)

[@Zenatta]

Hi Marioviews, We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our answer - kzbin.info/www/bejne/q6bSlImGhcpglZI