What is the purpose of creating workflows for email?
Configuring workflows based on the email status and responses received from the recipients allows you automate actions, such as:
Sending notifications to users when an email is not replied
Updating fields based on email status in a module
Creating automatic tasks for reps based on the subject of an email
Sending notifications when an email is bounced
Creating tickets based on the emails sent
Related Articles
Troubleshooting Workflows
1. A workflow was not triggered for some records. Confirm the source of the record. Make sure it was not created from the Sheet view or via import. If the record source is API , "trigger["workflow"]" must be included in the API json body. The ...
Creating Email Templates
Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...
Creating Sandbox
Creating sandbox account CRM admins can create multiple sandboxes in one account to test different configurations independently. While creating a sandbox you need to do the following: 1. Choose the sandbox type: There are two types of sandboxes to ...
Creating Webhooks
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire ...
Automating Workflows - An Introduction
Workflow management helps you to automate your sales, marketing and support. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: ...