Zoho CRM: Automated Customer Relationship Management

Overview

Automatically manage customer relationships with intelligent lead scoring and follow-up automation.

Steps

1. Trigger: Website – New Contact Form Submission
2. Create Lead: Zoho CRM – New Lead with contact details
3. Lead Scoring: Zoho CRM – Calculate Lead Score based on behavior
4. Assign Owner: Zoho CRM – Route Lead to appropriate sales rep
5. Follow-up Sequence: Zoho CRM – Trigger Automated follow-up sequence
6. Conversion Tracking: Zoho CRM – Convert Lead to opportunity when ready

Tip

Use Zoho CRM's workflow rules to automatically assign leads based on territory, service type, or lead score for better sales team efficiency.