I currently have a sales process that I run inside Zoho which sends a series of emails to a lead, changing a few fields as it goes, and then terminates. I would call this a Campaign as I regularly add inputs, however, the built-in Zoho Campaigns cannot do this, nor, it appears, does the add-on Campaigns. I use Macros to make this work.
The process I've setup is not ideal. The biggest problems are:
1. Zoho does not allow me to "Close a task" programmatically
2. Zoho does not let me setup the events programmatically, so I have to wait for the next step to come up on the calendar, run a new macro, clear the task, and move on. I have to do this one by one. It's painful and something campaigns should do, but doesn't.
Any ideas on how I can do this more efficiently?
Thanks in advance!