CRM - Astuce #8 : Envoyer automatiquement un email dès qu'un lead est créé
Bonjour à tous,
Aujourd'hui voyons comment créer des règles de workflow qui vous aident à automatiser l'envoi d'un e-mail à un prospect dès qu'il est ajouté dans Zoho CRM.
Avant de configurer le workflow, vous devez créer le modèle d'e-mail.
Voici la démarche à suivre :
- Allez dans les Réglages > Personnalisation > Modèles > Email
- Cliquez sur "+ Nouveau Modèle"
- Choisissez le module sur lequel vous souhaitez effectuer cette automatisation
- Créez votre modèle d'e-mail
Une fois cette étape terminée, passons à la règle d'automatisation
- Allez dans les Réglages > Automatisation > Règles de workflow
- Cliquez sur "+ Créer une règle"
- Sélectionnez le Module, donnez un nom et une description à la règle
- Quand voulez-vous exécuter cette règle ? Sélectionnez "Lors d'une action pour l'enregistrement" et cliquez sur "Suivant"
- Appliquez cette règle à tous les Prospects et passez à l'étape suivante
- Sélectionnez "Notifications par e-mail"
- Choisissez votre modèle d'e-mail et entrez un Nom puis "Enregistrer et Associer"
Votre règle d'automatisation est désormais active.
Parlez-nous de votre utilisation de ce workflow en commentaire ci-dessous.
Bonne journée à tous,
L'équipe Zoho France
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