Zoho CRM to send Zoho Survey via Actions by Zoho Flow
Hello all,
Hopefully you can help me learn a bit more so I can accomplish my goal.
I would like to send a Zoho Survey via email every time a Zoho CRM Sales Order's meets a certain criteria. I am using Zoho CRM's Workflow Rules/Actions to trigger an "Actions by Zoho Flow". That Action is supposed to send my Zoho Survey to the recipient. For now the recipient is a hard coded email for testing but ultimately it will be a variable field with an email address. I follow the prompts in Zoho CRM to set up an Action by Zoho Flow but the email does not appear to be sending. I do not know where in Zoho Survey I would would find and modify the settings for this automated email.
I have read through the community portal and I have not had any luck. I think this may be an easy way to do what I want but having a hard time finding documentation on if this is possible and if so what I am missing. Thanks!
Workflow Rule to trigger in Zoho CRM
When setting up an "Action by Zoho Flow" it give me an option to "Send Survey"
I then populate this page. To date no emails have come through.
I have read through the community portal and I have not had any luck. I think this may be an easy way to do what I want but having a hard time finding documentation on if this is possible and if so what I am missing. Thanks!
Workflow Rule to trigger in Zoho CRMWhen setting up an "Action by Zoho Flow" it give me an option to "Send Survey"I then populate this page. To date no emails have come through.Access your files securely from anywhere
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