Zoho Workflow: Automatically Send an Email After Logging an Outcome

Aldo Barbagiovanni Aldo Barbagiovanni

You can trigger an automatic email to be sent out through Zoho in just a couple of clicks by logging a call outcomefrom the Kixie PowerCall dialer. One common use-case for this functionality occurs when sales prospectors are unable to connect with their leads over the phone and want to drop them a pre-recorded voicemail, send them a Kixie SMS templateand also a Zoho email templateas efficiently as possible.

The Mechanics:

Here's how to set up the Zoho Worfklow:

  1. Go to Setup > Automation > Workflow Rules.

  2. In the Workflow Rulespage, click Create Rule.

  3. In the Create New Rulepop-up, do the following:

    a. Select the Module Taskfrom the drop-down list.

    b. Enter the Rule Name and Description. Click Next.

  4. When asked When do you want to execute this rule, select Create. Next.

  5. Now it’s time to specify the conditions!

    • Select Subjectin the first dropdown menu.

    • Select Containsin the second dropdown.

    • Copy/paste the Kixie disposition which will trigger the email follow-up. Make sure

      the disposition subject that is logged into Zoho as a task matches what is being

      copied/pasted into this section of the workflow.

  6. In the Actions section, do the following:

    • Send Follow-up Email Instantly:Choose recipients > select Customer> Select the Email Template you wish to send.

    • Schedule a Follow-up Email for Later:Choose recipients >Select the Email Template you wish to send > Schedule when the email is to be sent.


7. Once the Action step is set, just click "Save" in the bottom left corner and you're done.
Congratulations, you've just created a Zoho workflow!
Now learn how to automatically initiate a phone call when the email is opened.


Enabling Kixie’s Zoho Auto-Call and SMS:

Please Contact Kixie Professional Support at support@kixie.com or call 1-424-800-3330 to enable your API key for automation to work.