Cadences in Zoho CRM can be retrieved and managed through the CRM interface, giving your sales team a centralised way to view, monitor, and act on automated follow-up sequences across multiple channels.
Why this matters
If you are running automated multi-step outreach sequences, knowing how to locate and review your cadences is essential for day-to-day sales operations. This is especially relevant now that Zoho CRM is sunsetting the older autoresponder feature on September 30, 2025, making cadences the primary tool for automated follow-up.[1] Understanding where to find existing cadences also helps you audit enrollment status, troubleshoot prospects who have dropped off, and decide whether to restart or resume a nurturing flow.[5]
Step-by-step
Step 1. Log in to your Zoho CRM account and navigate to the main navigation menu. Cadences is a dedicated feature within Zoho CRM designed to let you build sequential, automated follow-up workflows that can branch based on prospect behaviour.[3]
Step 2. Look for the Cadences option under the Automation or Sales Enablement section of the CRM menu, depending on your edition and configuration. Cadences supports automatic enrollment and un-enrollment of records based on pre-defined criteria, so the list view will show you all active, paused, and completed cadences in your organisation.[3]
Step 3. Once inside the Cadences module, you will see a list of all cadences that have been created. Each entry typically displays the cadence name, the module it targets (for example, Leads or Contacts), and its current status. Click on any cadence name to open its detail view and inspect the individual steps, enrolled records, and performance metrics.[5]
Step 4. To review which prospects are currently enrolled in a specific cadence, open that cadence and navigate to its Enrolled Records or equivalent sub-section. From here you can see each record's progress through the sequence — whether they are mid-flow, have completed it, or have been un-enrolled based on conditions you defined.[5]
Step 5. If you need to take action on a specific prospect — for example, someone who dropped off partway through a multi-step flow — you have two options available directly from the cadence detail view. You can restart the entire nurturing sequence from the beginning (useful for re-engagement or seasonal campaigns), or you can resume the flow from the exact step where the prospect stopped.[1][5]
Step 6. To define or review the conditions under which prospects are automatically removed from a cadence, look for the un-enrollment criteria settings within the cadence configuration. You can specify the exact conditions a prospect must meet to be taken out of the flow.[5]
Step 7. If your cadences include WhatsApp as a channel (available as of the Q3 2025 enhancements), confirm that the relevant channel steps are visible in the cadence builder when you open the cadence for review.[3]
> Note: Beam Help is an independent expert support resource for Zoho products — we are not official Zoho support. For account-level access issues, contact Zoho directly.
Common pitfalls
- "Stop on reply" not always triggering: Some users have reported that cadences occasionally continue even after a contact replies, despite the Stop on Reply setting being active. If you notice a cadence still running after a reply has been logged in CRM, manually check the enrollment status of that record and un-enroll if necessary while the issue is investigated.[2]
- Autoresponder migration: If you are still using autoresponders, be aware that the ability to create new ones will be removed on September 30, 2025. Any existing autoresponder logic should be recreated as a cadence before that date to avoid disruption to your outreach.[1]
- Vertical Studio limitations: If you are working within Zoho Vertical Studio, cadence support may differ from the standard Zoho CRM experience. Confirm with your implementation team whether cadences can be created and deployed as part of a vertical solution before building your workflows there.[4]
- Edition availability: Cadences may not be available on all Zoho CRM editions. If you cannot locate the Cadences section in your navigation, verify that your current plan includes the feature.[3]
What to check
- Enrollment status is accurate: After locating your cadences, confirm that the enrolled records list reflects the correct prospects — no one should remain enrolled after meeting your defined un-enrollment conditions.[5]
- Channel steps are functioning: If your cadence includes email, call, or WhatsApp steps, verify that each step is active and that the relevant channel integrations are connected and authorised in your CRM settings.[3]
- "Stop on Reply" behaviour: Spot-check a sample of recently replied contacts to ensure they have been correctly un-enrolled, given the known intermittent issue with this setting.[2]