Sync between Potentials in ZOHO CRM and ZOHO Campaigns (to send a survey)
I want to send an e-mail inviting customers to take a survey.
The e-mail should be sent to everyone from a specific survey who has purchased from us recently.
The sync is set to retrieve all contacts for potentials in a specific territory, where the potential status is Won. Initially I had entered an 'modified after...date' criteria too, but removed this to get to basics.
No data is transferred.
I've checked that all the potentials have a contact.
I've checked that the territory is listed correctly.
I've even collected them all in a view using these criteria to double check.
Still no data is transferred.
I can't figure out what I'm missing.
Can anyone help?
Thanks,
Karen