I am trying to create an automated email when I add a new vendor into my Zoho CRM. It's a basic notification letting them know that we added them to the database. However I can't get the email template to send to the vendor on creatation of their record into the Zoho CRM.
Here's what I have thus far:
Workflow rule - Created
Module - Vendors
Excute on - Create
Rule Criteria - Vendors Name ( is not ) empty and Vendors email ( is not ) empty
Instant Actions:Vendor Added to CRM to send New Vendor Added email templete
New vendor email template rules:
- Record Type: Vendors
- Template name: New vendor email
- Store Under: Vender Templates
- From: Current User's email
- Subject: Welcome
- The body was added
Assign Task: ( I clicked save and associate so they are linked)
Vendor Added - WFtrigger Date plus 0 days - Priority: Low - Status: Complete - Assigned to (User: Me)
Vendor Emailed - WFtrigger Date plus 0 days - Priority: Low - Status: Complete - Assigned to (User: Me)
My task are not being added to the vendor record, My emails are not being sent to test accounts either. Does anyone know what I am doing wrong???