Workflows make marketing automation possible in Zoho
In this Zoho Marketing Automation video webinar, our experts walk you through:
- Why you may want to create marketing workflows
- How to create marketing workflows
- Use Zoho CRM data and apply workflows to automate your marketing strategy
- How workflows can be used for list management
- How workflows can be used for entry triggers on Marketing Automation Journeys
- Create criteria for applying workflows
- What workflow actions are available
- Update product audience fields / levels
- Add audience to product
- Remove leads from list
- Add leads to list
- Send email
- Push data to Zoho CRM
- Update fields
- Add Score
- Assign Tags
- Remove Tags
- Add webhook
- We discuss using webhooks
- Using webhooks to send data to Zoho Flow
- Using webhooks to send data to Zapier
- Send data or create users in Shopify, create users in WordPress
Lucid Chart with key components of a Zoho Marketing Automation Workflow
We have created this interactive lucid chart of marketing automation workflow components. Open in another window and follow along with the webinar.