Zoho Workflow: Automatically Send an Email After Logging an Outcome Zoho Workflow: Automatically Send an Email After Logging an Outcome

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.

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  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.

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  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.

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