Actions- Email notifications

Actions- Email notifications

Setting up email notifications



Help guide
  1. Setting Email Notifications

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                                                                                    • Related Articles

                                                                                    • Setting Email Notifications

                                                                                      Email Notifications are among the instant and scheduled actions associated with different automations in CRM. They are alerts, notifications, information, or details sent to leads, contacts and users within the organization. When you associate an ...
                                                                                    • Configuring Automatic Actions

                                                                                      Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval ...
                                                                                    • Associating Actions for Approval or Rejection

                                                                                      With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
                                                                                    • Actions

                                                                                      Create actions to automate your sales and marketing activities. Help guide Creating Workflow Tasks Setting Email Notifications Setting Field Updates Associate Functions Creating Webhooks
                                                                                    • Can I trigger actions when a button is clicked?

                                                                                      Yes, the admin can configure actions like sending email alerts and webhooks that will be triggered by clicking a button. For example, students can be sent notification via webhook when their application form is submitted to the university portal.
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