Microsoft Outlook + Zoho CRM
Create draft emails in Microsoft Outlook for new or updated module entries in Zoho CRM
When new or updated entries are made in your Zoho CRM, this workflow assists by immediately preparing a draft email in your Microsoft Outlook. It's a time-saving solution for CRM users who need to promptly communicate changes. This way, you stay on top of updates without the constant need to flip between apps and manually manage your email drafts.
When new or updated entries are made in your Zoho CRM, this workflow assists by immediately preparing a draft email in your Microsoft Outlook. It's a time-saving solution for CRM users who need to promptly communicate changes. This way, you stay on top of updates without the constant need to flip between apps and manually manage your email drafts.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
