This solution sets up time-triggered automations in Zoho CRM so that your system runs background actions — without manual effort. From sending reminders to mass-updating records, your CRM becomes a silent productivity engine.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Configuration of 1–5 scheduled workflows, such as:
Batch updates (e.g., status changes every Friday)
Timed alerts or notifications to reps or managers
Automated task creation tied to time windows
Trigger external apps via Zoho Flow or Webhooks
Compatibility checks with existing automations
Testing + Handoff Documentation
Additional Features You Can Add
More than 5 batch jobs/workflows
Advanced conditions or multi-step logic
Reporting on job execution status
Integration with Books, Projects, or third-party platforms
Upscale as your operations grow — just request an enhancement quote.
Prerequisites (Client Side)
CRM Admin Access
List of actions and preferred time triggers
Willingness to review existing workflows to prevent overlap
We handle all backend logic — no technical input required from your side.
Ideal For
Operations Managers needing consistent backend actions
Sales teams relying on timed follow-ups
Admins looking to reduce repeat manual tasks
Get monthly Zoho insights, strategies, and service updates.