Zoho CRM: New Flexibility in Cadences – Re-enroll Smarter, Exit on Your Terms
Effective follow-ups rely on striking the right balance — knowing when to reach out, when to pause, and when to reinitialize contact. With two powerful upgrades to Cadences in Zoho CRM, you now have enhanced control over how records enter and exit follow-up flows, helping you ensure communication is timely and purposeful.
Let’s explore what’s new.
Update 1: Resume or Restart Cadence Journeys
You can now re-add records to a Cadence that they were previously removed from — whether that removal was manual, due to the Cadence completing, or triggered by preset un-enrollment conditions. Depending on the record’s progress, you can either pick up from where it paused or start the sequence over.
Take this scenario: a lead exits a 5-step nurture sequence halfway through. When you reconnect with them later, you don’t need to recreate the entire flow. Instead, you can resume from the last completed step or begin anew, depending on what suits your engagement strategy and the lead’s prior interactions.
Similarly, if the Cadence ended naturally or a record didn’t make it through all the steps (perhaps due to bounced emails or inactivity), you now have the ability to restart the journey — ideal for reactivation or periodic campaign loops.
This added flexibility works whether you’re enrolling a single contact or updating records in bulk.
Update 2: Create Custom Exit Conditions for Cadences
You now have more control over when records should automatically exit a Cadence, thanks to new customizable un-enrollment criteria.
Beyond existing options — like removing records on a specific date or when they no longer match a custom view — you can now use the built-in criteria editor to define precise, rule-based exit conditions.
For example, in a sales sequence, you might want to auto-remove leads if their Status field is updated to values like Contacted, Lost, or Junk. Or maybe you want to exit contacts who opened an email but haven’t replied within 24 hours. You can even remove contacts when emails bounce or when someone unsubscribes.
P.S. These enhancements are being rolled out in a phased manner, and are currently available for all users in all DCs except IN DCRelated Articles
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