Monday, July 21, 2014

ZOHO CRM - Executing Workflows on Imported Records

We're all familiar with using workflows to automate functionality in Zoho CRM, right? Workflows can be triggered based on record events (create, edit, field update, etc), or if you're using the Enterprise Edition, time-based events.  Oddly enough, when records are created by import (e.g., from an excel spreadsheet), workflows set to run on the record event of Create are NOT triggered.  So how do you get this workflow to run?  Easy... (just click the Advanced Options link to expose).


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