【Zoho CRM】 「自動メール送信」機能廃止のお知らせ

【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。   

本記事で言及している「自動メール送信」機能は、こちらの機能を指しております。
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＞

  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  

  2. 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

  1. 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。

  2. 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。

  3. 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：

Zoho CRM - ケイデンス

 

……………………………………………………………………………………………………………………

＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！  




        • Recent Topics

        • Custom Function to increment a value by one

          Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like

        • Customer address in Zoho Bookings

          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

        • Access token generate from the refresh token not working for API

          Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

        • why does my campaign move back to draft?

          Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks

        • Service and Parts Line Item Limitations

          Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works

        • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。

        • Recent post analytics not very useful

          Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows

        • Zoho Commerce and Third-party shipping (MachShip) API integration

          We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

        • What happens to the files created by user, whose account is deleted.

          Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens

        • Internal Error When Accessing Team Inbox.

          All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

        • Sharing URLs and direct access

          Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

        • Zoho Mail Android app update: Calendar enhancements

          Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar

        • Enhance Delay Configuration in Zoho Flow

          Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

        • Contratação ProdutivosX

          Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é

        • Enhance Sign CRM integration

          Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

        • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

          Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

        • Problem using Zoho Desk API

          Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

        • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

          I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

        • Customer ticket creation via Microsoft Teams

          Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

        • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

          Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

        • Best way to schedule bill payments to vendors

          I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

        • Seamless Round-Trip Navigation for Related Blocks (Detail View)

          As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,

        • Social Profile Logo Format

          Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.

        • How to create Sepa Direct Debit XML file: solution and code

          Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

        • Traditional Spreadsheet vs Zoho Tables

          Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,

        • RFQ MODEL

          A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

        • Delegate Access - Mobile iOS/iPad

          We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

        • Request For Quotation (RFQ) module

          Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

        • Support for Developing Zoho Recruit Extensions via Zoho Sigma

          Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

        • FOLDER DISAPPEARED

          Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,

        • How to create estimates/Invoices with sub-totals

          Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?

        • Deluge scripts

          Why is there not a search function to make it easier to find the script of interest when modifications are required.

        • Social media simplified with Zoho Social: Why should brands have a Threads profile?

          Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million active

        • Auto tracking URL generation based on Carrier

          Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

        • New Beginnings with Zoho Desk mobile app best practices: Part 3

          In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the field

        • Highlights of 2025: Milestones and moments

          Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.

        • Introducing the sandbox environment in Zoho Sign

          Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited

        • Can I share the drive with another Windows user?

          We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need to

        • Syncing Bills in Zoho Books to Zoho CRM

          Is there any way to sync the Bills in Zoho Books in Zoho CRM

        • Auto CheckOut Based On Shift.

          This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

        • Next Page