Lead conversion workflow in Zoho CRM

Lead conversion workflow in Zoho CRM


  1. Outcome:
      The outcome of this use case is to setup the workflow rules for lead conversion

  • Use case Implementation Steps:

Implementation Stage 1: Qualified leads will assign to sales Rep/Lead owner

once the leads is qualified, they will automatically be assigned to the sales Rep/Lead owner.

  1. Log in toZoho CRM website with Administrator privilege.

  2. Go to Setup > Automation > Workflow Rules

 

3.Create workflow based on Trigger,Condition, and Action.

1.Trigger is set when the lead records are edited  in CRM when the lead status get prequalifed .

2.Workflow will be created based on condition .

3.workflow will be created based on actions .

4.leads before assigning workflow

 

 

5.Leads after assigning workflow; status once converted into pre qualified, lead owner has been changed into user02.

 

 

Implementation Stage 2: Assign Calls to Unqualified leads for Requirement Analysis

Once the lead status is unqualified, then assign a call to understand their requirements/interests

 

  1. Log in toZoho CRM website with Administrator privilege.

  2. Go to Setup > Automation > Workflow Rules

 

 

3.Create workflow based on Trigger,Condition, and Action.

 

1..Trigger is set when the lead records are edited in CRM when the lead status is unqualified.

 

 

 

 

 

2.Workflow will be created based on condition and lead is not qualified, then schedule a call to understand their requirements.

3.Lead status change into unqualified, there is an open activity of scheduling a call.

 

 

 

 

 

Implementation Stage 3:Automatically convert leads into contacts, Account,Deal

Once the leads get converted into qualified leads,this workflows will execute automatically, which in turn convert into contacts, Accounts, and Deals.

1.Automatically convert lead into contact Record based on trigger,condition, and an action

 

 

2..Automatically convert lead into Account Record based on trigger,condition, and an action

 

 

 

3.Automatically convert leads into Contact Record based on trigger,condition, and an action

 

 

 

 

Implementation Stage 4: Lead Generation and Qualification

High-quality leads are identified based on the following criteria and notified to the sales representative via email for further nurturing, while unqualified leads are handled accordingly.

1.Trigger,condition and action has been set

 

2.For condition ,email has been set to sales rep about high quality leads

 

 

3.For condition 2, the following actions have been taken.

4.For condition 4,the following actions has been taken.

 

 

 

  • Target Audience:

Sales Teams, Marketing Teams,Customer Success Teams,

  • Users:

Marketing Team

  • Captures leads from different channels (website, ads, events, email campaigns).

  • Qualifies leads based on predefined criteria.

  • Nurtures unqualified leads for future opportunities.

 

 Sales Representatives

  • Get notified when a lead is qualified.

  • Engage and convert leads into customers.

  • Track the lead-to-deal conversion process.

 Sales Managers & Directors

  • Monitor lead flow and quality.

  • Analyse conversion rates and optimize processes.

CRM Admins / Operations Team

  • Set up and manage the Zoho CRM workflow.

  • Define automation rules for lead qualification and assignment.

 

 

 

 

 

 

 

 

 

 

 

 

  • Flow Chart:

 

  • Tool Permission Required:

      Zoho CRM

  • Link Required:

      Flow Chart



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