Display a webpage with simple message addressing a contact by name
What is the optimal way for a Zoho One user to display a message on the website addressing CRM user by name?
In practice, I'm thinking of designing a webpage with birthday message based on an annual custom template where customer's name is passed as a parameter and plugged into the message. A workflow rule would send a brief email/SMS to that contact on their birthday with a link to that customized page, along with any relevant info.
Would it be a Zoho Form? Zoho Pages? Thank you.
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Ed Hafizov
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