webform automation workflow
Please confirm how to do this automation/workflow with web-form to crm to generating a draft email template:
- Utilize an existing GoogleDoc form to create a web-form
- that automatically populates fields within lead,contact, account and/or Deal records in Zoho
- that then generates a draft email template utilizing pre-specified crm data. (that triggers a task to quality-check and/or automatically send)
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.