Zoho CRM Tips & Tricks #04 | Automatisch een e-mail versturen wanneer je een lead hebt aangemaakt
Hallo allemaal,
Vandaag gaan we bekijken hoe je workflowregeles kunt maken. Hiermee kan je bijvoorbeeld het verzenden van een e-mail naar leads automatiseren zodra deze in Zoho CRM zijn toegevoegd. Zo kan je nieuwe leads welkom heten middels een geautomatiseerde e-mail.
Voordat je de workflow configureert, moet je het e-mailsjabloon maken.
Dat doe je als volgt:
- Ga naar Instellingen > Aanpassing > Sjablonen > E-mail
- Klik op + Nieuwe sjabloon
- Kies de module waarop je de automatisering wilt uitvoeren
- Creëer het e-mailsjalboon
Zodra deze stap is voltooid gaan we verder met de regels om het te automatiseren.
- Ga naar instellingen > Automatisering > Workflowregels
- Klik op + Regel maken
- Selecteer de module, geef een regelnaam op en voer een beschrijving in
- Wanneer wil je dat deze regel uitgevoerd wordt? Selecteer "Bij een recordactie" en klik op volgende
- Pas deze regel toe op alle leads en ga verder met de volgende stap
- Selecteer "E-mailmelding
- Kies je e-mailsjabloon, voer een naam in en klik vervolgens op "Opslaan en koppelen"
Je workflowregel is nu actief. Laat een reactie hieronder achter of het is gelukt en of je eventuele vragen of opmerkingen hebt.
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