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Using Connected Workflows in Zoho CRM

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Mar 11, 2026
15:03

If you have used the new Zoho CRM UI and have noticed the Connected Workflows setting but don't know what it is or how to use it, then this video is for you. Alex Vaz with Cornerstone Solutions walks you through the new UI features. 00:00 Introduction 00:42 Begin Demo 05:00 Build Workflow from Scratch 10:13 Connected Workflow Vs Regular Workflow 11:28 Adding a New Trigger 14:15 Conclusion This seamless continuity ensures that data flows logically from one module to the next, maintaining high momentum in your business cycle and providing a consistent experience for both your team and your customers. Sign up for more tips: http://www.zcrmhelp.com/zohotips/ or call for help: 713-661-5200 If you haven't signed up for your own Zoho CRM account yet, you can get a free account here: http://bit.ly/FreeZohoCRM You can get our Zoho ONE QuickStudy Guide from Amazon - https://amz.run/6UQ4 or our Zoho CRM QuickStudy Guide in either a spiral bound format - https://amzn.to/2PK44U8 or in Kindle format - https://amzn.to/2BWHZyY

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Using Connected Workflows in Zoho CRM | NatokHD