Create Workflow Automation → Workflows → + New Workflow. Set Trigger Form Submission ...
Use Zoho Mail as your sender for campaigns, workflows, and transactional emails. ✅ Prerequisites A Zoho Mail mailbox on your domain (domain verified i ...
Follow these steps to share a quote with your client. Steps Go to Invoices → Quotes. Select the quote you want to share. ...
Set a Trigger First Go to Workflow and create a new workflow. Set the trigger as Form Submission (or any other lead sourc ...
Complete Guide to Lead Management: CRM, Contacts, Importing Leads, and Follow-Ups
Copy You can set up internal notifications using workflows. For example, if you want your team to get notified whenever a new lead comes in via a form, follow these steps: ...