【Zoho CRM】 「自動メール送信」機能廃止のお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。
今回は「Zoho CRM アップデート情報」の中から、自動メール送信機能廃止についてお知らせします。
Zoho CRMの「自動メール送信」機能は2025年9月30日をもって利用できなくなります。
自動メール送信機能でフォローアップを自動化している場合は2025年6月30日までに
「ケイデンス」に移行することを強くお勧めします。
自動メール送信機能でフォローアップを自動化している場合は2025年6月30日までに
「ケイデンス」に移行することを強くお勧めします。
ワークフロールールで設定している通知メール送信処理やカスタム関数で設定しているメール送信機能とは異なります。
ケイデンス機能とは？
見込み客や既存顧客に対して、メール・通話・タスクなどのアクションをあらかじめ定義された順序と
タイミングで自動実行できる機能です。営業活動の一貫性を保ちながら、マルチチャネルでの
パーソナライズされたアプローチが可能になります。
＜目次＞
自動メール送信からケイデンスへの切り替えをおすすめする理由
自動メール送信機能で無効化されるオプション
1. 自動メール送信からケイデンスへの切り替えをおすすめする理由
ケイデンスを活用することで、次のような利点・特長があります。
機能 | 自動メール送信 | ケイデンス |
自動化オプション | メール | メール、通話、タスク |
複数チャネルでのフォローアップ | × | ✔ |
分岐ロジック | × | ✔ |
分析と実績 | 限定的な分析 | より高度な分析 |
（顧客の）行動に基づいた自動化 | × | ✔ |
今後の機能廃止スケジュールについて
2025年6月30日 - 自動メールの作成・編集ができなくなります。
2025年9月30日 - 既存のすべての自動メール機能が機能を停止します。
スムーズな移行をサポートするため、自動メール機能内の一部の機能が段階的に無効になります。
スムーズな移行とケイデンスとの兼ね合いにより、新規または編集された自動メールに限り、
以下の制限が段階的に適用されます。
2.自動メール送信機能で無効化されるオプション
デフォルトビュー（未確認／共有済みリード・連絡先など）の使用制限
キャンペーンフィルターや複数選択リストの条件使用制限
「繰り返し」送信の一部パターン制限
-「週ごと」パターンの場合： 終了日が選択されていない場合、複数の日を選択したり、
カスタムビューを変更したりすることはできません。
-「月ごと」パターンの場合： 週単位の曜日選択はできません。
- 終了日を機能提供最終日（2025年9月30日）を超える日に設定することはできず、
「終了日なし」オプションを選択することはできません。
フォルダー作成・編集の制限
参考情報：
……………………………………………………………………………………………………………………
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Topic Participants
Junya Nakano
サポート
岡安裕一（Yuichi）
西尾 真言
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