When a lead is created, a custom lookup field is used to track the contact that made the referral. This field is labeled "Referral Contact".

 

I need a way to send automate reports (weekly, monthly) by email to the "Referral Contact" with status on the Lead/Potential

 

I could create a scheduled report for every single referral source, in CRM, But I face the problem of not being able to brand the email. These reports must be branded to my company and come from my email address.

 

So what option do I have? Will Zoho Creator/Reports do this for me? Can these reports be automated and integrated with Zoho CRM?