NEW! Automate Your Zoho CRM Outreach With Cadences Studio

Summary

In this tutorial from Zenata Consulting, Tyler Colt introduces Zoho CRM's Cadence Studio, a dynamic outbound emailing workflow tool designed to enhance lead and deal outreach. The feature replaces CRM autoresponders, allowing users to set up targeted follow-ups via email, calls, or tasks. The video demonstrates creating a cadence, enrolling leads, and branching actions based on lead responses. It also covers integrating with email workflows for additional functionality, providing a comprehensive guide to leveraging Cadence Studio for effective CRM automation.

Takeaways

• 😀 Tyler Colt introduces a new feature in Zoho CRM called Cadence Studio, designed for setting up dynamic outbound emailing workflows.
• 🔧 Cadence Studio replaces the CRM autoresponders functionality, offering more advanced and targeted follow-up options.
• 📲 The feature allows for the automation of emails, calls, or tasks based on specific criteria, enhancing the efficiency of outreach efforts.
• 📋 To create a Cadence, users must first select the module it's for and decide how leads or records will be added to the Cadence.
• 🎯 Cadences can be triggered by manual enrollment or by leads meeting certain criteria within a custom view.
• 📅 The workflow can be set to start immediately or after a delay, depending on the user's strategy for lead engagement.
• 📝 Email templates should be prepared beforehand to streamline the process of building out the Cadence.
• 🔄 The real power of Cadence Studio lies in its ability to branch the workflow based on the response to each outreach attempt.
• 📉 If an email is not opened or other actions are taken, the system can automatically proceed down different branches of the workflow.
• 📞 The workflow can include tasks for calls, which can be integrated with VoIP systems for direct dialing.
• ⏹ Unenrollment properties allow leads to exit the Cadence based on certain actions, like responding to an email, to prevent unwanted follow-ups.
• 🛠 As a workaround for current limitations, such as updating fields within a Cadence, users can set up complementary workflow rules for emails.

Q & A

What is the main topic of the video?

The video is about a new feature in Zoho CRM called Cadence Studio, which allows users to set up dynamic outbound emailing workflows for lead or deal outreach.

What does Cadence Studio replace in Zoho CRM?

Cadence Studio replaces the CRM autoresponders functionality in Zoho CRM.

How does the process of adding leads to a Cadence begin?

The process begins by selecting the module for the Cadence, choosing how to add people to the Cadence, and then either manually enrolling leads or setting a custom view for automatic enrollment based on certain criteria.

What are the two ways a lead can enter a Cadence?

A lead can enter a Cadence either by manually adding it through the 'Add to Cadence' button or by meeting the criteria of a custom view that automatically enrolls leads into the Cadence.

What is the significance of setting up email templates before creating a Cadence?

Setting up email templates beforehand allows users to have all the necessary templates ready and easily selectable when building out the Cadence workflow.

Can you create a Cadence for a one-time patch, and what does this mean?

Yes, you can create a Cadence for a one-time patch, which means the Cadence will only run for leads that are currently in the custom view and not for future leads added to the view.

How does the branching logic in Cadence Studio work?

The branching logic in Cadence Studio works based on the response to the previous outreach, allowing users to set up different follow-up actions such as sending another email, making a call, or creating a task based on whether an email was opened, clicked, or bounced.

What is the purpose of setting up an 'unenroll' condition in a Cadence?

The purpose of setting up an 'unenroll' condition is to stop the Cadence for a lead under certain conditions, such as when the lead responds to an email, to prevent unnecessary follow-ups and maintain a positive touch point.

How can a workflow rule complement a Cadence in Zoho CRM?

A workflow rule can complement a Cadence by performing actions like updating lead status when specific conditions are met, such as when a lead replies to a certain email template, even though this functionality is not directly available within the Cadence itself as of the video recording.

What is the benefit of having the next action visible in the timeline of a lead record?

Having the next action visible in the timeline provides a clear view of the upcoming steps in the Outreach flow, making it easier for salespeople to manage and track the progress of their leads.

How does the video suggest handling leads that respond to a Cadence email?

The video suggests that when a lead responds to a Cadence email, it is likely best to unenroll them from the Cadence to prevent further automated outreach and to acknowledge that a direct interaction has occurred.

Outlines

00:00

📚 Introduction to Cadence Studio in Zoho CRM

Tyler Colt from Zenata Consulting introduces Cadence Studio, a new feature in Zoho CRM designed to create dynamic outbound emailing workflows. It aims to replace the CRM autoresponders functionality and is intended for driving outreach to leads or deals. The video is a tutorial on how to set up and use this feature. Viewers are encouraged to like, subscribe, and comment for feedback, ensuring the content remains useful.

05:02

🛠️ Setting Up Cadence Studio Workflows

The tutorial delves into the process of setting up a Cadence in Zoho CRM, starting with accessing the automation settings and selecting the 'Cadences Studio' feature. The presenter explains how to create a Cadence for a specific module, such as leads, and how to add people to the Cadence either manually or via a custom view. The importance of choosing the right custom view for leads based on their status is highlighted, as this will determine which leads enter the automated process.

10:03

🔗 Creating Branching Outreach Strategies with Cadences

The video script outlines the creation of a workflow within Cadence Studio, emphasizing the branching capabilities based on lead responses to outreach attempts. The presenter demonstrates how to set up email templates and use them in the workflow, with options to send emails immediately or after a delay. The key feature of Cadence Studio is its ability to branch the workflow based on whether an email is opened, clicked, or unopened, allowing for tailored follow-up actions.

15:03

☎️ Integrating Calls and Tasks into the Cadence Workflow

The script explains how to incorporate calls and tasks into the Cadence workflow除了 handling emails. It discusses the option to set up a task or a call record following a specific action, such as an email click. The importance of timing in follow-up communications is highlighted, with suggestions to space out communications appropriately to avoid overwhelming the lead. The presenter also covers how to stop the Cadence if a lead responds to an email, to prevent unnecessary follow-ups.

20:05

📝 Managing Lead Status and Call Records in Cadence

This section of the script focuses on managing lead statuses and setting up call records within the Cadence workflow. It explains how to schedule calls based on the bounce-back of an email and how to use call records for follow-up actions. The presenter also discusses how to update lead statuses using workflow rules in Zoho CRM to complement the Cadence, ensuring that leads are properly managed and their statuses updated based on their interactions with the outreach emails.

🔚 Finalizing and Supplementing the Cadence with Workflow Rules

The final paragraph covers the completion of the Cadence setup, including publishing the workflow and viewing its application on a lead record. It also addresses a trick to supplement the Cadence with traditional workflow rules for more granular control over unenrollment based on email responses. The presenter wraps up by encouraging viewers to like, subscribe, and comment, emphasizing the importance of viewer feedback for content creation.

Keywords

💡Zoho CRM

Zoho CRM is a customer relationship management software that helps businesses manage their interactions with current and potential customers. In the video, it is the platform on which the new feature, Cadence Studio, is being discussed. The script mentions setting up workflows and automation within Zoho CRM, indicating its role in managing sales and customer engagement processes.

💡Cadence Studio

Cadence Studio is a feature within Zoho CRM that allows users to create dynamic outbound emailing workflows. It is designed to drive outreach to leads or deals, replacing the CRM's autoresponders functionality. The video provides a walkthrough on how to use Cadence Studio to set up targeted responses and follow-ups, demonstrating its significance in automating and streamlining communication strategies.

💡Outbound emailing workflows

Outbound emailing workflows refer to the automated processes for sending emails to leads or customers. In the context of the video, these workflows are created using Cadence Studio in Zoho CRM to systematically follow up with leads based on predefined criteria and actions. The script describes setting up a series of email actions that trigger based on lead interactions, showcasing the automation capabilities of outbound emailing.

💡Leads

In the script, 'leads' refers to potential customers or clients who have shown interest in a company's products or services. The video discusses how to use Cadence Studio to set up workflows specifically for leads, including adding them to a Cadence, and how their responses to outreach can trigger different follow-up actions within the workflow.

💡Custom view

A custom view in Zoho CRM allows users to create a tailored list of records, such as leads, based on specific criteria. In the video, the presenter explains how to use a custom view to add leads to a Cadence, where leads can be automatically enrolled based on their status or other attributes, highlighting the importance of custom views in segmenting and managing leads for targeted outreach.

💡Automation

Automation in the context of the video refers to the process of setting up rules and actions within Zoho CRM that execute automatically based on certain triggers. The script describes automating the process of sending emails, making calls, or creating tasks as part of a Cadence, emphasizing the efficiency gains from automating repetitive sales and follow-up tasks.

💡Email templates

Email templates are pre-designed email formats that can be used to send consistent and professional communications. The video script mentions setting up email templates in Zoho CRM, which are then used within the Cadence Studio workflows to send emails to leads. This demonstrates the use of templates to streamline the process of crafting outreach emails.

💡Branching

Branching in the context of Cadence Studio refers to the ability to create multiple paths within a workflow based on the outcome of previous actions. The script explains how to set up branching logic so that the next action in a Cadence can vary depending on whether an email was opened, clicked, or bounced, illustrating the conditional nature of workflow progression.

💡Unenrollment

Unenrollment is the process of removing a lead from a Cadence workflow. The video discusses various conditions under which a lead might be unenrolled, such as responding to an email or no longer meeting the criteria of the custom view. This feature is important for managing the lifecycle of leads within automated outreach processes and preventing unwanted communication.

💡Workflow rules

Workflow rules in Zoho CRM are conditions that, when met, trigger specific actions. The script describes using workflow rules to complement Cadence Studio by updating lead statuses based on email responses, demonstrating how workflow rules can add additional layers of automation and customization to the Cadence process.

Highlights

Introduction to Cadence Studio, a new feature in Zoho CRM for setting up dynamic outbound emailing workflows.

Cadence Studio replaces the CRM autoresponders functionality with more advanced capabilities.

A call to action for viewers to like, subscribe, and comment for feedback on the tutorial video.

Demonstration of accessing Cadence Studio through the automation section in Zoho CRM settings.

Explanation of how to set up a targeted response of follow-ups including emails, calls, or tasks.

The process of adding leads to a Cadence either manually or through a custom view.

Creating a custom view to automatically include leads based on specific criteria, such as lead status.

How to create a workflow for leads enrolled in a custom view and setting up triggers for the workflow.

The option to delay the entry of leads into the workflow based on certain conditions.

Building the actual Cadence view by adding follow-up stages and setting conditions for each stage.

Utilizing email templates in the Cadence workflow and the importance of setting them up beforehand.

The ability to branch the workflow based on lead responses such as email opens, clicks, or bounces.

Setting up tasks or calls within the Cadence based on lead engagement with previous actions.

How to unenroll leads from a Cadence based on responses or other specific actions.

Using the timeline feature to visualize and manage the next steps in the Outreach flow.

The option to publish the Outreach process to make it live for leads in the custom view.

A trick to update lead status using workflow rules to complement the Cadence functionality.

The importance of choosing the right unenrollment criteria for leads in a Cadence to avoid negative touchpoints.

Conclusion and a reminder for viewers to engage with the content for further assistance.

Transcripts

hello and welcome to another quick

tutorial video here from zenata

Consulting my name is Tyler Colt and in

this video we're going to be covering a

new feature rolled out for Zoho CRM

called Cadence Studio this feature will

allow you to set up pretty Dynamic

outbound emailing workflows kind of for

driving Outreach to leads or potentially

even deals and actually we be replacing

the CRM autoresponders functionality so

we thought it would be a good idea to

get this out for everybody to take a

look at before we jump into the

walkthrough I do want to ask if you find

this video useful please be sure to like

And subscribe down below and if it

Sparks any questions or feedback please

leave that in the comment section as

well uh really helps us out making sure

that we're making content that is useful

for you all so without any further Ado

let us jump on into the

[Music]

walkthr all righty so so let us Jump On

In so here I'm inside the CRM within one

of my demo accounts and up in the top

right I can go into the settings the

little Cog here and what we'll see is

that within the automation section we

have this new kind of shiny gold feature

called cadences studio so if we click on

in essentially what we'll be able to do

is set up a targeted response of

follow-ups um they can either be emails

calls or tasks and Records can

automatically leave this automation

based on some criteria yet so when we go

to create a Cadence first thing it's

going to ask us is what module is this

for so in our case we're going to use

leads but you could really use anything

here and then we need to choose how are

we going to add people to this Cadence

and this is kind of a big decision to

make nine times out of 10 it's going to

be leads in a custom view but you can

also have them manually enroll you might

be asking you know what do you mean by

this what does this actually refer to so

over here within the lead section so I'm

just looking at the list of all leads

leads I just have this one there are two

ways that we can have a lead or any

record enter a Cadence so the first one

would be if I open up this lead up in

the top right under the little three

dots and then down here under this add

to Cadence button if I click that it'll

show any cadences that I have for this

module and allow me to just add the lead

to

it the more common way that I would

expect that this will be used is based

on a custom view so if we jump back into

the leads list here I'm looking at All

Leads but I've already set up a custom

view for outreach Cadence in progress

and that's just what I called this list

now nothing is in that list right now

because what it is is it's looking at

any leads where the lead status is

Outreach Cadence and process right and

so an example of this might be a lead

comes in we try giving them a call they

don't answer so we just update the

status and then they will enter this

view that will indicate that currently

this automated process is running and so

what that would look like if I open up

one lead is under this lead status field

if I go ahead and move that value to

outreach Cadence and

process now our lead example will be a

part of that custom View and so if we

had a Cadence running boom they would be

receiving that email right now so I'm

going to run this demo from the

perspective of using a custom view this

is how I'd imagine most people are going

to do it but just to be safe I wanted to

make sure you do know that you can go

ahead and add one manually if that is

the best way for you so now that we've

kind of covered entering these leads

into the Cadence let us actually start

to create our workflow here so let's

call this our Outreach process for

leads we're going to use the leads as

our module and then we're going to have

it be leads enrolled in a custom

View and then we'll just choose that

custom view that I just showed but again

that could really be anything right so

even something hey recently created once

a lead is created we're automatically

going to put them into this flow um you

can get pretty creative in terms of how

we want to enter people

here so one quick thing is that you can

run this as like a one-time patch so if

I do not check this box it's just going

to run for leads that are in there now

generally you're going to want to you're

going to want to set this up and have

this checkbox checked and then here we

can choose maybe we want to have some

type of delay maybe we don't want to add

them right away to this view in my case

I'm just going to say hey the moment

that I update that status put them into

this Outreach flow uh but if you wanted

to delay it you know like that example I

gave of hey we placed a call to this

lead we're going to update them to this

automation maybe I want to wait two days

right because I just tried calling them

and I want to I want to give them a

couple days before I send an email

totally fair game but in my case here

I'm just going to have them enter

immediately so if we go to next now we

have the actual Cadence view so what you

want to think about here is each one of

these steps is essentially one phase of

the Outreach and so what we want to do

is start from the left and kind of build

the flow that we want to have now in the

background here I'm going to open up

settings in a new tab and I'm going to

go into templates here under

customization because what I've done is

I've set up five example email templates

uh very creative uh copyrighting here

that I've done um that we use for this

demo but I do just want to highlight

you'll want to come in and set up all of

your email templates first so that you

have all them available as you're

actually building out the uh Cadence

itself this is definitely one of those

activities you might want to start this

on a whiteboard right kind of plan out

how you want to approach this before you

go to build it just so that you don't

get lost in the configuration options

starting on the left- hand side we're

going to add an initial followup now in

our case I'm going to start with an

email but you could start this with a

task or with a phone call it's just the

particular case I'm thinking of of a

lead comes in we try that initial call

and now they don't answer so we're going

to put them into this flow gut check for

me says that this should likely be an

email what we can do is as they enter

follow-up stage one we can set up a

delay right so if we wanted to say one

business day after enrollment or one

just calendar day after enrollment we

want to send out an email to this lead

again in my case I'm going to use

immediately but you know your mileage

may vary you'll want to set this up

based on the leads you're working and

your particular processes so here we can

send an email to anybody who or any

email address that is on that lead or it

can be to a related record so in the

case of like a deal right under this

other people you would have like the

email address of the contact related um

in our case we're just going to email

this to the email of that

lead and then we'll go ahead and select

our template so here I just have

template number one right just as an

example example similar to as you're

sending these via the um CRM workflows

you can actually have it set up to send

from the record owner email nine times

out of 10 this is what you want to do

right this would be the salesperson that

just called them right and so this email

can go out from that person

dynamically and then I'll click

save and so here from this view we can

see what we're going to have happen What

template who's it going to go to what

you also notice is that now that I've

added this it's added this little line

right and so here is where the real

power of cadences comes in because

everything I've done so far could just

be done easily with a workflow right

you're probably thinking in your head

well couldn't you just have a workflow

where when you update this lead status

to outreach Cadence in process it sends

them an email maybe it sends them a

couple emails using scheduled actions

the big difference here with cadence

studio is being able to Branch what

happens next based on that leads

particular particular response to a

piece of Outreach and so here if I go

ahead and click

plus what we'll have is now the ability

to choose what's going to happen right

based on that previous email sent so

maybe I want to say you know what if

this email is

opened or sent basically meaning we

don't know if they opened it or not

right it looks like maybe they didn't

then maybe I want to put them into email

number two right and so I'll just go

through and select that have it send

from the current record owner again and

just like that we now have action number

two now in this case what I do want to

highlight is most of the time you don't

really want to bundle these two options

and let's think about why if we bundle

these two options it's pretty much

always going to go down this path

because immediately after the previous

email is sent for not waiting for an

open we don't have much that we need to

do here so if we want to clean this up

up a little bit a nicer way to do it if

I delete this so we can kind of start it

from scratch is maybe we want to Branch

this based on each particular action

that can happen so if an email is sent

and maybe we want to

say 7 days after that email is

sent we want to send email number

two and we'll send that from the record

owner and so this is one thing with

terminology that can get a little tricky

here is that when you look at something

like scent what that really means is

unopened right what this statement can

read as in a bit clearer language is

seven if we send an email and S days

later it has not been opened bounced

replied clicked or

unsubscribed then we're going to say

that it was unopened or sent and we're

going to proceed down this

path now let's look at an example maybe

if they opened it right so maybe if they

opened this record I want to or open

that email maybe I want to email them

after 3 days right because they might be

a little bit more interested right maybe

I want to kind of capture that quicker

than someone who might have not opened

it maybe I don't want to spam them or

you know end up being annoying um to

someone who might not be as interested

so somebody who opened this I want to

send the next email in 3

days now let's go ahead and take a look

at what we can do if they were to let's

say click this email this is where

you'll need to apply your particular

business processes because this is going

to vary for everybody but a general rule

of thumb is that somebody who may be

clicked or engaged with that particular

email it might make more sense for them

to get a phone call next right maybe

they're indicating that they're a little

bit more interested in what we're doing

so to do that we can either set up a

task or we can set up a scheduled call

this kind of just comes into how you

like to track these types of things but

let's say I want to set up a

task and so immediately after let's say

they click this email or maybe let's do

one day right let's not be creepy right

um if they click it we don't want to

call two minutes later right that can be

a little bit much for

people and I'll set up a task here that

says call to followup on clicked email

we can base this off of any value that's

relevant most of the time for our d date

it's going to be that trigger date so

let's say we want to call them basically

that's that next

day we can set it up to assign to a

particular person if not it'll just go

to the record owner and now I can save

that

task so if somebody is to actually

respond to one of these emails maybe you

want to keep them in this flow and maybe

if they respond you want to set up a

task or set up a phone call you know Etc

but one thing that you very likely want

to do if they actually respond to this

flow of emails is stop this flow of

emails right because at this point this

person is now woken back up right maybe

if the goal of this Cadence is to get

them to book a meeting they email you

back saying hey great I booked for

Tuesday what you don't want to have

happen is 3 days later they get a

followup saying hey we'd love to get a

meeting with you right that's just a

negative touch point so and this is a

little hidden how do we do that right

how do we set this up so that if

somebody is to reply they exit this

Cadence and so here up in the top right

under this edit unenroll

properties we can set up a couple

different options to this so we can

unenroll someone when they respond to an

email we can unenroll them when they

don't fall under the custom view

criteria uh that's a lot of words to say

if we were to update this

status and we can also do is have them

unenroll if they reach a particular date

now in this case this is a hard and fast

date right you're actually like setting

a hard-coded date value here not as

generally likely but this one you're

going to use all the time right if

somebody is responding to an email it's

almost always the case that we want to

stop this type of outbound Cadence so

we're going to go ahead and set that up

now you will be able to see that here

under this little setting so if they

respond to an email we will unenroll

them uh so far we've kind of set this up

based on our emails and calls let's see

what happens though for follow-up number

three if that's based on a task being

completed so we'll go ahead and click

this here and maybe we want some type of

email and we'll see that now the trigger

is a little bit different right so we're

no longer running this Branch based on

the previous action being an email

that's opened clicked Etc it's now going

to be based on whether or not that

previous task is you know completed in

progress waiting for input right it's

all based on those statuses let's say

what would happen if we were to set up a

call so let's say that if this email

this initial email was to bounce right

maybe that would be an appropriate time

to actually give them a call right so

now we know hey this email address might

not be valid maybe this is a lead that

came in through a web form though right

and it's like hey they actually reached

out to us uh we want to get in touch

with you please give us a call or an

email you try an email and it fails it

happens happens right people put in

typos you know or maybe they have um

some type of kind of overzealous uh

inbox security system that's going to

keep you out so here if an email is to

bounce maybe I want to give them a call

now I showed before you can always set

up a task right to um kind of serve as

the reminder or the uh the task to

create that call in this case maybe we

want to do just actually a call record

this is more applicable if you have like

Voiceover IP integrated something like

ring central dial pad Etc and so here

here within this call record we can set

up when we want this call to happen so

in this case maybe you want to say

hey on that date so next day maybe one

day after this email is bounced right

the trigger date here is referring to

the date at which the email bounced and

we want to set up a task for 9:00 a.m.

to give them a

call and so here we can go ahead and

just set it up that one day later

whoever is the owner of this task right

and that can be the lead owner the

Creator Etc is going to get this call

record on their list to reach out to

this lead so maybe we want to give it an

agenda like email bounced followup and

the purpose would be prospecting now if

we have extra fields on the lead we or

on the call record we can go ahead and

set those up so maybe I want to add a

subject and just make sure that this is

super visible for the team that this is

a call we're placing to follow up on a

bounced email and so from there again

like I was showing as we get to the next

step the trigger of each action is going

to be based on what the previous action

was and so here now if there's a call I

can have a whole new branching chain

based on the call being completed the

call not being completed so maybe we

never get around to it we want to send

them another email or create a new task

right to make sure that this is on the

salesperson's list maybe if that call

gets cancelled we want to do something

you know looking at the task options

right again if that task is completed

some of these it's like they might not

need a branch right like if we defer

this task meaning we're you know hey

we're going to do this next week

probably nothing needs to happen at that

point maybe an email address if this is

something that is uh you know procedural

work you're doing for the client but

otherwise we're able to just continually

Branch based on the action of whatever

the previous block was we're looking

pretty good here to not belabor the

point right of course we could go to

followup L three followup number four

and followup number five um and each of

those is going to continually Branch as

we go through it as you would imagine

these can get pretty big right you've

got a lot of functionality here that you

can go through as you're setting up

these cadences um but in this case we're

going to keep it to these two just so

that we don't you know go Overkill here

so now let's go ahead and publish this

so now this Outreach process is live

right and anybody who is in that custom

view will actually enter it based on

whatever ever it is that we have set up

I'm going to go ahead and jump over to

our lead give it a refresh and we will

take a look at how it actually looks on

that record all right so here we are in

the lead I just gave it a refresh uh

astute viewers might notice that now

there is a one in cadences and a one in

emails that is because this lead

satisfies our custom View and we're now

able to take a look at it and make sure

that uh it is working so here within the

cadences we can see that this Cadence

has started they're currently in it

right now the last email followup or the

last follow-up response is that an email

was sent and the next one is going to be

another email right that's as we would

expect because this sent to us and we

have not opened it or clicked it or done

anything yet down here below we can see

that this email was sent out to example

at zen.com so just like when you're

sending an email via a workflow or doing

it manually they're always going to show

here on that record itself and then one

thing I want to highlight as well is

that the next action is actually going

to show up here in the timeline so for

those using canvas view maybe they have

this timeline a little more visible

great option just to be able to see

whatever those next steps in the

Outreach flow are going to be but

everything now can just be managed from

directly within this lead nice thing

about this is just that as they are

going through any of these steps

everything is going to be logged and

visible for all to see and everything

will show as part of that kind of Master

cadences list I do want to show one more

little trick before we wrap up the video

for a way to kind of bolt on additional

functionality to a Cadence that's

currently not available now if you're

watching this video 6 9 12 months after

it came out you might not need to do

this anymore but I do just want to show

it so that you'll know how to access

this functionality if you do need it

let's say that if somebody is to click

this initial email this Cadence template

example one we want to actually update

their status right because you may have

noticed as we were going through this uh

one thing that I cannot do is run a

field update or like a custom function

as part of a Cadence that's not to say

that Zoho will not add those but as of

the time of recording they are not

currently available so what you can

actually do and this is something that I

think a lot of people don't even know is

there within the CRM uh is we can set up

a workflow rule to kind of complement

our Cadence this workflow rule rule the

goal of it is going to be if they reply

to template example one we want to

update that status right and so here I

can go ahead and create a

rule now you would think I almost did it

too you would think that this would be a

rule for leads but it's not it's

actually going to be a rule for

emails and we'll say on Cadence response

update lead status something simple like

that so now what we can do is say hey if

an outgoing

email is

replied and that outgoing email had a

subject line of whatever our subject

line is for our Cadence template I think

it was just subject one but let's double

check that yep just subject

one then and maybe we want to say hey

only only if

they're still in that Outreach because

maybe you actually been going back and

forth this person for a long time you

have them in you know qualified at this

point um now they reply to this

one-month-old email you don't want to

like move them back in the process so I

can say hey if they are in this Outreach

Cadence and they reply to this

particular lead now we can run a field

update and maybe we want to say that

lead status is going to move to

contacted right because at this point

they've actually replied to us so we do

we do have a contact now and this will

kind of serve you well in just being

able to update them out of that

particular status so that you know

everybody knows that they're no longer

in the Cadence now the last thing I'll

highlight there is that depending on how

you want to use those workflow rules it

can actually affect the best option for

the UN enrollment so in my case here

what I've said is hey if they respond to

any email as a part of this flow I want

to remove them from this Cadence but you

might say you know what this Cadence is

going to send 10 15 20 emails over the

course of six months I might actually

not want to unenroll them unless they

respond to certain emails that are in

that flow maybe there's like four out of

the 12 that hey a response to this means

we want to stop but some of these other

things are more informational maybe

they're just saying hey great thanks

thanks for sending this over so in that

case what you'll do is you can set up

your workflows just like this and you

can do it with just one right one

workflow so if subject is one if subject

is two Etc each of these can run the

field update but if you wanted to do it

that way you would want to unenroll when

they don't fall under the custom view

right because the minute that I update

that lead status out of the Outreach

Cadence in process it will no longer be

in this custom View and thus it will be

unenrolled um so I just wanted to show

that as kind of a trick there if you do

need a little bit more um control over

the unenrollment is that you can

absolutely supplement your Cadence with

the more traditional workflows

specifically around the email module

here to be able to get a bit more

granular when it comes to the

unenrollment but that should actually

cover it for our video here today I

really do hope that you found this

useful as we're covering um you know

pretty important new feature here for

CRM if you did please be sure to like

And subscribe down below again it really

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finding useful with that uh thanks again

for watching and we'll see you next

time