Zoho Email Automation Setup

Замовник: AI | Опубліковано: 27.01.2026

I have a fully-configured Zoho CRM account and a library of polished email templates ready to go. What’s missing is the automation layer that will make those messages send themselves at exactly the right moment. Here’s what I need built directly inside Zoho CRM: • Automated email responses that trigger the moment a new lead is captured or a deal stage changes. • Scheduled email marketing campaigns—simple drip sequences as well as one-off announcements—using my existing templates. • Time- or field-based notifications and reminders to keep both prospects and my team nudged toward the next step. Every template already exists in HTML and plain-text form, so your focus is on mapping them to the correct workflow rules, custom functions, or blueprints in Zoho CRM. If a small amount of template tweaking is required while wiring things up, that’s fine, but no ground-up design work is necessary. Acceptance criteria: a clear list of all rules created, the logic behind each trigger, and a test log showing that every automated email fires with the right template, to the right recipient, at the right time. I expect clean, documented configuration so I can maintain or extend it later without digging through hidden rules. If you can accomplish this quickly and reliably, I’m ready to start immediately.