Question for the group: I have been tasked with being the moderator for a series of tech summits. I wish to send the speakers and panellists an email asking for a time to call them and discuss their topics.
The names and emails of speakers will come over time, so this is not a complete list I have in advance. I need to be able to add people to the list and have emails and activities automatically done for each.
If the speaker does not open my email, I wish to send a follow up in a few days. If the speaker does not (after a time) click on the link in the email to book a time for a call (using Zoho Bookings) a task will be created for me to call them directly.
What is the best Zoho tool for this? I want to stay inside the CRM as much as possible.
Or do I need to create an automated campaign in Zoho Campaigns and then add the users one at a time to trigger the email flow? But then I still need to automate the creation of the task. Is MarketingHub better?
Any suggestions are welcome.
Best regards.