How can I automate the sending of emails? For instance, when a new lead is added to the database, I would like a welcome email to be sent to that lead, or schedule emails to be sent to leads.
You can automate the generation of emails using workflow automation. Create a workflow rule for the leads module and choose to trigger an email on lead creation. You can either choose to send the email immediately or schedule to send it at a later date or time.
Learn more about creating a workflow rule
here.
Related Articles
How can I automate the sending of emails? Say, for instance, sending a welcome email or scheduling emails to be sent to leads.
You can both automate and schedule the sending of emails using workflow automation. You can create a workflow rule for the leads module and choose to trigger an email when the lead has been created. Learn more about creating workflow rules here.
Sending and Receiving emails
Email communication in Zoho Recruit is changing. With the Zoho Mail Add-on, now you can send emails to your candidates, contacts, and clients. Integrate your favorite email service with Zoho Recruit to save time and carry out all your ...
Sending Emails from Multiple Accounts
Sending emails from multiple accounts will lead to confusion sooner or later. You may wind up wasting valuable time, losing leads, or worse, getting blacklisted by an email service provider for spamming recipients. Here are a few things to avoid when ...
Sending and Receiving Mail
Get the sales context to your email communication by sending and receiving emails from right within Zoho CRM. With the Zoho Mail Add-on, you can send Emails to your Leads, Contacts and Deals modules. You need not switch to your email service to ...
Sending your email campaign
Sending your email campaign Before launching your email campaign, use the Send for Review option- to ensure that your email campaign reaches the recipient's inbox, not the spam folder. Our moderators check your subject line, mailing list, and content ...