1. Log in to Zoho CRM and click the gear icon to open Setup.
2. Select "Workflow Rules" to create an automation.
3. Click "Create Rule" to start building your first automation rule.
4. Enter the Module and Rule Name then click "Next".
5. Choose an option to set the trigger.
6. Click "Next" to proceed.
7. Finalize your trigger conditions then click "Done".
8. Define the conditions for the workflow.
9. Click "Create Field Update".
10. Confirm the association then click "Save and Associate".
11. Select "Save" to complete the process.