Zoho CRM's review process actions now support functions, giving you the flexibility to automate activity at any stage of a record's journey through review, rather than being limited to switching pre-built notifications on or off.
Previously, review process actions only offered notification options that could be turned on or off. You can now attach a function to any review action instead, and have it do virtually anything you need, from sending a custom email, to updating fields, to calling an external service. Rather than choosing between a fixed set of pre-built options, a function gives you one flexible mechanism capable of handling almost any workflow activity.
A function can be triggered at four points in the review lifecycle:
Imagine a sales team capturing leads through a web form. Before a lead officially enters Zoho CRM, a reviewer checks the data quality, for example confirming there are no duplicates, that contact details are valid, and that the lead has been assigned to the correct territory. Functions can now be triggered at each of these review stages to automate the appropriate follow-up action, rather than relying purely on manual notifications.
In the interface, records awaiting review do not appear under the standard All Leads view until they have been approved. Instead, they can be found through the Leads in Review custom view. This keeps a clear distinction between records that have officially entered Zoho CRM and those still awaiting approval.
For more detail on how the review process works as a whole, see Zoho's own review process help documentation.