Zoho CRM: Automation / Workflows

Arbitration Result

Status

completed

Resolved Value

true

Positive Spin

✓ Built-in automation and workflow capabilities to streamline processes

Reasoning

All four independent sources indicate that Zoho CRM provides automation/workflows (true). Each domain—Capterra, PCMag, EmailTooltester, and TheCXLead—reports this capability with high confidence, resulting in strong consensus that automation_workflows is supported.

Completed At

1/8/2026, 9:32:16 AM

Claim	Suggested Value	Confidence
Zoho CRM: enables setting follow-up actions and tasks https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM: offers workflows that can be used effectively https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: has issues automating data for management reporting https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	65.0%
Zoho CRM: advanced plans feature automation https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: streamlines marketing in real-time https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	60.0%
Zoho CRM workflows: do not work like Salesforce workflows https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM workflows: do not work like HubSpot workflows https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM: requires developers to implement automated processes to reach desired outcomes. https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	60.0%
Zoho CRM: provides process automation for repetitive tasks https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM: includes follow-up automation https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: automates the creation of follow-up emails https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: provides high-quality marketing automation capabilities https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: has a high level of automation https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: automation tools are more advanced and take time to figure out https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM: automates a lot of the work that was previously done manually https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: enhances efficiency through sales automation https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM: enhances efficiency through marketing automation https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	75.0%
Zoho CRM: offers automation capabilities https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: offers sales automation https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: offers marketing automation https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: does not present challenges to automating CRM procedures for users https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	95.0%
Zoho CRM's Kiosk Studio: has a Decision component https://www.pcmag.com/reviews/zoho-crm	true	80.0%
Zoho CRM: enables easy customization of workflows https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM's Cadences: enables calls https://www.pcmag.com/reviews/zoho-crm	true	75.0%
Zoho CRM: offers automated workflows https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: enables easier project handoffs https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: includes Cadences to build and automate follow-up strategies https://www.pcmag.com/reviews/zoho-crm	true	80.0%
Zoho CRM: workflows are a series of if/then statements https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM's CommandCenter: provides the automation capabilities of Cadences https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM: automates customer relationship management procedures https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM's Cadences: enables task assignments https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM Standard: includes workflows https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM: offers automations for messages and emails https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: aligns with businesses' workflows and objectives https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	70.0%
Zoho CRM's sales automation: increased conversions by 25% https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: helps you avoid feeling like you are running a marketing machine https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	60.0%
Zoho CRM's Zia Churn Prediction: creates a workflow to prevent the lowest-rated customers from leaving https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Insightly: offers easier automations compared to Zoho CRM https://www.pcmag.com/reviews/zoho-crm	true	80.0%
Zoho CRM: offers the CommandCenter Journey Builder to create an automated flowchart with multiple scenarios based on a customer's actions or inactions https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM: enables automations for segmentation https://www.emailtooltester.com/en/crm/zoho-review/	true	90.0%
Zoho CRM: enables triggering of configured automations for new and updated records when importing new contacts https://www.emailtooltester.com/en/crm/zoho-review/	true	90.0%
Zoho CRM: enables triggering of configured processes for new and updated records when importing new contacts https://www.emailtooltester.com/en/crm/zoho-review/	true	80.0%
Zoho CRM: enables automations for scoring rules https://www.emailtooltester.com/en/crm/zoho-review/	true	90.0%
Zoho CRM: is not designed for creating complex workflows out of the box https://www.pcmag.com/reviews/zoho-crm	true	60.0%
Zoho CRM: enables automations for assignment rules https://www.emailtooltester.com/en/crm/zoho-review/	true	90.0%
Zoho CRM: allows creation of custom workflows https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: enables automations for other actions https://www.emailtooltester.com/en/crm/zoho-review/	true	90.0%
Zoho CRM Cadences: enables salespeople to build automated follow-up sequences https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM Cadences: allows targeting of follow-up sequences to user segments based on their stage in the buyer's journey https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM: enables workflow automation for leads, deals, and tasks https://www.emailtooltester.com/en/crm/zoho-review/	true	90.0%
Zoho CRM: allows workflow automation rules to be set up across all Zoho CRM plans https://www.emailtooltester.com/en/crm/zoho-review/	true	90.0%
Zoho CRM: enables workflow setup https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: streamlines tasks such as follow-ups and reminders https://thecxlead.com/tools/zoho-crm-review/	true	70.0%
Zoho CRM: has issues automating reports https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	70.0%
Zoho CRM: offers sales automation capabilities https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: fosters collaboration with task assignments https://thecxlead.com/tools/zoho-crm-review/	true	80.0%
Zoho CRM: automates repetitive sales tasks https://thecxlead.com/tools/zoho-crm-review/	true	80.0%
Zoho CRM: includes task assignments https://thecxlead.com/tools/zoho-crm-review/	true	80.0%
Zoho CRM's Configure Price Quote: uses CRM data to automatically generate purchase orders https://www.pcmag.com/reviews/zoho-crm	true; automatic generation of purchase orders from CRM data via CPQ	70.0%
Zoho CRM: provides a setup interface for the Send Webhook Action https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: offers marketing automation https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM Enterprise plan: includes autoresponders https://www.emailtooltester.com/en/crm/zoho-review/	true	80.0%
Zoho CRM: supports task scheduling https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: enables automation of tasks specific to your processes https://thecxlead.com/tools/zoho-crm-review/	true	85.0%
Zoho CRM: is adaptable to existing workflows without extensive technical knowledge https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: allows users to set up automated workflows for repetitive tasks https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM's Workflow Builder: lets you create rules using if/then logic https://www.pcmag.com/reviews/zoho-crm	true	90.0%