NEW! Connected Records and Workflows for Zoho CRM for Everyone

Explore Zoho CRM’s brand new Connected Records and Connected Workflows—a powerful upgrade that simplifies complex, multi-module processes in your CRM. Instead of juggling dozens of disconnected workflows, this new feature lets you visualize and automate entire processes in one place. From onboarding and demos to marketing handoffs and feedback collection, this update allows you to streamline collaboration across teams, all within a single, unified interface.

In this video, we break down what Connected Records and Workflows are, how they improve your CRM structure, and why this shift toward team-based modules can drastically improve user experience and data management.

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🎬 TIMESTAMPS 🎬
0:00 – Introduction
0:41 – What Are Connected Records?
1:44 – UI & Workflow Improvements
3:53 – The Power of Connected Workflows
5:46 – Building a Connected Workflow
6:49 – Real-World Use Case
9:52 – Role-Based Access Benefits
11:47 – Early Access & Limitations

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