Contact Segments with multiple CRM modules

Contact Segments with multiple CRM modules

Hello,

We have a somewhat unique setup in our system involving various components: Contacts, Accounts, Deals, and a couple of custom modules named Properties and Audit Logs. We're looking to implement a notification system via SMS and Email specifically for our contacts, based on activities within these modules.

Here's what we need help with:

  1. Segmenting Contacts for Notifications: We want to send notifications to contacts when certain criteria are met in our Properties and Audit Logs modules. How can we segment these contacts appropriately to trigger these notifications?

  2. Example Scenario: Say we have a 'status' field in our Properties module. If the status of a property changes to "Paused", we want to automatically send an email notification to the contact linked to that property.

  3. Understanding Relationships and Triggers: I'm uncertain about how our custom modules interact with the contacts module in our CRM when it comes to triggering these notifications. Specifically, does the system require a CRM lookup field to identify the contact to send notifications to, or does it operate on the contact's email address directly? This means, do I need to set up a lookup field within CRM to associate these modules with contacts, or should I create a function to fetch the contact's email address for these notifications?

Essentially, I'm seeking guidance on how to establish these connections and triggers within our CRM to facilitate our desired notification system based on the specific actions within our custom modules.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Marketer's space - Understanding portal roles in the new user management system

        Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual
      • Promote Campaigns on your LinkedIn Company page

        Hello!   We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page.   LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers
      • The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.

        Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away.  What has changed?  We have two types of syncs now: Immediate and periodic.  The UI: We have cut down on the number of steps for the sync from three to two.  When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.
      • Marketer's Space: Template Editor - Dynamic Content

        Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously.    To put it in simpler terms, it is the right content for the right people at the right time.    How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create
      • Sending Autoresponders to Existing Contacts

        Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders.  But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方