The video explains how to send an email from Zoho Deluge based on the email templates in Zoho CRM. The first step is to build a connection between Zoho Deluge and Zoho CRM by adding a new connection in Zoho CRM's Developer Space. The connection requires a specific authorization scope, which the speaker has already copied. Next, the speaker shows how to create a workflow rule in Zoho Deluge to send the email template. The process involves creating a function to get the email template from Zoho CRM using a web hook and a get request, and then sending the email using the information from the response. The speaker shows how to extract the necessary information, such as the URL and the ID of the email template, from Zoho CRM.
Zoho CRM allows users to create and customize email templates to be used to email customers or leads automatically. This allows businesses to save time and resources by automating communication with their customers or leads. The email templates are easy to create and customize with HTML and CSS, and users can even add images, videos, and attachments. They also have text snippets that can be inserted into the emails to personalize them. This allows users to blast out personalized emails quickly and efficiently. Zoho CRM also provides users with analytics to track the success of their email campaigns. This helps users to optimize their email templates for higher engagement and conversion rates.
Using email templates in Zoho CRM allows businesses to easily scale their sales, marketing, and customer service efforts. Email templates can be used to send targeted messages to customers or leads with personalized content and offers. This helps businesses to reach more people and build relationships with them. The email templates can also be used to send automated follow-up messages, giving businesses the opportunity to nurture leads and convert them into customers. Email templates also help businesses to save time by automating communication with customers. This allows businesses to focus on other activities that can help them grow their business. Zoho CRM also provides users with analytics to track the success of their email campaigns, giving them the insight needed to optimize their email templates for higher engagement and conversion rates.