Automatically assign tasks to user field in Zoho CRM

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In this video we are going to create a workflow that will assign a task to a user that is not the record owner. In the example we will work on the Opportunities module (deals), and will create a function that is going to create and assign a task to the user that is selected in the Sales Support field.

Blog post: https://www.blungo.com/blogs/post/ass...

0:00 Intro
0:25 What we are going to do
0:55 Adding a user field to the layout
1:56 Finding the field API name
2:32 Adding the function
4:32 Creating the workflow
5:49 Testing the automation
6:20 Outro

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