BluePrint for ZOHO CRM

BluePrint for ZOHO CRM

ZOHO CRM's Blueprint resource allows you to streamline your processes through the systematic automation of workflows and triggers based on your organisations needs.

Once you have defined all the stages in your process Blueprint allows you to:

Automate manual processes
Associate specific team members or whole departments to stages
Implement validation checks
Better educate and train your team on internal processes 

In Blueprint each stage of the process is regarded as a "State". 

To create a Blueprint begin by accessing the Blueprint option via Settings and selecting "Create Blueprint": 



1. Give the Blueprint a Name
2. Nominate the Module related to the Blueprint
3. Choose a Layout
4. Choose a related field
5. Define further criteria that you would like to have related to the Blueprint, or leave this empty if you would like to access all records



6. Drag and Drop the Stages into the main section based on your process flow
7. Connect each State, which will then create a "transition" between two States

"Transition" explains the period between two States and is where conditions would be implemented that may require execution before a record could move onto the next State

To implement a transition, three areas must be addressed:

1. What records should have a transition attached and who should execute the transition
2. What information should be available to prompt the transition execution
3. What actions are automated once a transition has been completed

Once these are determined, they can be set up between the states to automate the workflows or scripting based on defined conditions

To apply these, once the transitions have been named, you will be prompted to:

1. Name the transition
2. Then enter the Criteria associated Before, During and After each transition



Once complete, the Blueprint can be saved as a Draft or Published 



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