Sunday, October 25, 2015

ZOHO CRM - Use Workflow to Auto Convert your Leads

Did you know you can now use Workflow to automatically convert your leads (and Quotes) based on a Field Update?

Setup-> Automation ->Workflow ->

Click New Rule and set up a Record Action-based rule, with Field Update trigger.  Choose up to 3 fields whose update can trigger the rule.  Set your criteria, for example, Lead Status = Contacted, and  if certain fields must be populated before the conversion can happen, you can select these fields as "is not empty"

Choose Convert as the action, setting it up just like you would when you convert manually.  You also have the option of editing the Conversion Field Mapping here.  Click Done, then Save the workflow.