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Types of Actions to Trigger
Select an Action from the drop-down list.
How to Add an Intelligent Trigger Rule?
In Settings, select the Automation tab and click on the Intelligent Trigger section. Now, click on the Add button to set an intelligent trigger rule. Now, select the option where you like to set the trigger in your website. Lands on my website: ...
An example of how to, Set an Intelligent Trigger in your Web site
n the following example, two types of visitors will be triggered in two different ways. In the first rule, when the visitor lands on your website and if the current page of the visitor contains zillium.html in the URL, then a chat invite stating the ...
Delete Users
When a member of your organization quits or is replaced you may have to delete the member from you CRM account. Note that deleting a user from CRM is not the same as closing their account. They are deleted only from CRM. When you delete a user You ...
Delete Records in iPhone
Occasionally, you may need to remove some of the unnecessary records from Zoho CRM, for a better organization of data. You can do so by deleting the records for Leads, Accounts, Contacts, Potentials, Cases, Vendors, Products, Tasks, Events or Calls ...