automations within our Zoho One package
Hello
I
wonder if you could help. Im looking at setting up automations
within our Zoho One package but I am confused which one to use as our
automation would be cross the different options
for example:-
If
someone is tagged as something in Zoho CRM then to be sent the campaign
automation in Zoho Campaigns – if they are untagged then that
automation stops. We would also need to flag
to the CRM owner if a recipient of an email in Zoho Campaigns responds
to something in the email i.e. clicks a link to book a demonstration.
Would you advise whether it is best to use Blueprint, Automations in Zoho Campaigns or Workflows?
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________