Actions- Email notifications

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• Actions

  Create actions to automate your sales and marketing activities. Help guide Creating Workflow Tasks Setting Email Notifications Setting Field Updates Associate Functions Creating Webhooks

• Setting Email Notifications

  Email Notifications are among the instant and scheduled actions associated with different automations in CRM. They are alerts, notifications, information, or details   sent to leads, contacts and users within the organization. When you associate an ...

• Configuring Automatic Actions

  Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval ...

• Associating Actions for Approval or Rejection

  With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...

• Send automatic notifications to the third-party providers

  Edition: All editions | Industry: Travel | Features: Workflow Rules Scenario Zylker Travels offers various tour packages to its customers ranging from adventure trips, family outings, destination holidays and weekend getaways. Their customer flow ...