If you have never created a Workflow rule before, then you may want to email us for assistance or raise a support request so that we can do it on your behalf. The steps are as follows:

• Go to: Setup - Automation - Workflow Rules
  
• Select Create Rule
  
• Select Leads as the Module
  
• In Rule Name give the Zoho CRM Workflow Rule a meaningful name, for example "Leads - Automatically Convert A Lead"
  
• Description is optional but it is best practice to give a brief overview of what the Workflow does. That way when you or a colleague reviews the Workflow rule sometime in the future it is quick and easy to understand what the Zoho CRM Workflow Rule does
  

• On the next screen, under the option "When do you want to execute this rule?" - select "on record Action" - "Field Update"
  

• Then Select "Lead Status" as the field
  

• Click on All in the phrase "Execute the rule when All of the selected fields are updated". This will change All to Any.
  

• Next you can select it for specific Leads or all Leads. In this example we only want the Zoho CRM Workflow Rule to run when Lead Status is equal to Convert. You can use this option to be specific, for example When Lead Status is Convert and Record Owner is John Smith.
  

• When you select Next, you are then telling Zoho CRM what to do. You select an Instant Action - Convert.
  
• This brings up a Pop Up which asks what you would like to Convert the Lead to. By default it selects Contact and Account. You can also select Deal to automatically create a Deal with default values.
  
• By default the Lead Record owner will be the new record owner of the records created, but you can choose to change the Record Owner to a new Record Owner.