【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

 

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

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※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！  




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