Blueprint Emailing and Zoho Books' Estimate
Is it possible to send an email through CRM's Blueprint transition with an attached Zoho Books Estimate? I don't know much about Webhooks or other such connections between Zoho apps but guessing such possibility could be there.
Months (sometimes years) after accepting an Estimate, client may forget about its content so at the time of the job delivery, I'd like to trigger an automated email template as part of a transition to the final stage of my Deals Blueprint. In that email I'd like to refer to their Estimate, preferably as the attached original PDF, or at least a link to it.
I know I can ask them to re-visit their client portal or search their inbox for the emailed copy of the PDF but we know how more complicated it will seem to them compared to the immediate reference from the email.
Topic Participants
Ed Hafizov
Ashwinth Shekar
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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. ____________________________________________________________________________________________________________