Create from scratch
Using predesigned templates
To create Templates:
Go to Setup > Customization > Templates > Email.
Click +Template, select the desired module.
From the Template Gallery choose the suitable template, or create from the scratch.
Create multiple templates based on your requirements.
To create a workflow rule,
Go to Setup > Automation > Workflow Rules > + Create Rule.
Provide the necessary details and click Next.
Choose the desired option under WHEN, to execute the rule trigger.
In Conditions choose 'Leads matching certain criteria', and select the fields accordingly.
Choose 'Email Notification' from Instant Action for immediate action or choose scheduled action to execute the rule after some time.
Select the template that matches the field chosen above.
Click Associate and Save.
Yes, you can set the workflow rule to only apply to selected users.
The following actions can be automated based on emails:
Creating a task
Updating a field
Notifying a user
Triggering a custom function
Triggering a webhook
Configuring workflows based on the email status and responses received from the recipients allows you automate actions, such as:
Sending notifications to users when an email is not replied
Updating fields based on email status in a module
Creating automatic tasks for reps based on the subject of an email
Sending notifications when an email is bounced
Creating tickets based on the emails sent
To set up the workflow rule:
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Make the most of Zoho CRM with these useful tips.