How to create email cadences in Zoho CRM with workflows
Hi There,
I am trying to create a workflow in Zoho CRM that allows us to do the following:
1) Go to contact and click "enroll in cadence"
2) 15 days later email 1 sends to Contact & updates enroll in cadence filed to email 1 sent
3) 15 days later, if property is still email 1 sent, send email 2 to Contact and update enroll in cadence field to email 2 sent
4) 15 days later, if property is still email 2 sent, send email 3 to Contact and update enroll in cadence field to email cadence complete
We are unable to get this to work as step 3 in the workflow just won't trigger, it just never occurs. Any advice on whether this is possible?
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