An automation is a Kylo-managed workflow rule and webhook action inside your Zoho org. When a lead event matches, Zoho posts the lead to Kylo, and a trigger turns that post into an agent turn. You install automations from the Zoho page, then pick an installed one when you create a trigger.

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Before you start

  • A connected Zoho org with the Automation scopes (ZohoCRM.settings.workflow_rules.ALL and ZohoCRM.settings.automation_actions.ALL). See Connect Zoho CRM.
  • A Zoho edition that includes workflow automation. If it does not, Install fails with “Your Zoho plan doesn’t include automation. Upgrade Zoho CRM to use it.”
1

Open the Automation tab

On Integrations, select Manage on the Zoho CRM card, then the Automation tab. The table lists the six automations Kylo can install, with the columns Name, Trigger, Status, Last run, and Action.
2

Pick the automation that matches your event

Install only what you need. Each one adds a rule to your Zoho org.
3

Select Install

Select Install on the row. The button reads Installing while Kylo works. Kylo creates a webhook action named like Kylo Outbound - Lead Created and a workflow rule named like Kylo Lead Created in the Leads module, and points the action at Kylo’s webhook with your connection’s secret in a header. The row changes to Installed and Last run shows Never.
4

Create a trigger from the installed automation

Installing does not send anything by itself. Open Outbound, then Triggers, and create a trigger that uses the installed automation. See Create a trigger.
An installed automation shows Installed and, after the first event, the time of the Last run.

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Uninstall

Select Uninstall on an installed row. The button reads Uninstalling, and Kylo removes the workflow rule and the webhook action from Zoho. A failure shows “The automation could not be uninstalled.”
Do not edit or delete the Kylo workflow rules and webhook actions inside Zoho. Kylo cannot repair a rule you changed, and the trigger stops matching events. Uninstall and install again from this tab instead.

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If the install fails

Next: create tags

Create a Zoho tag to gate sends to leads you have marked.