Create Zoho CRM workflow/blue prints

I use Zoho One and need some workflows/blueprints in ZohoCRM created to make the following happen.

1. We use template sales emails depending on the email inquiry. When I send a new lead a sales email using one of our templates, I want their status to change from "Not contacted" to "Sales email sent". This way it helps me see who has not been sent a sales email yet.

2. For some fields that are updated i.e. a lead is created and the inquiry type from the webform as a specific choice in this field then I want a sales email to be sent automatically. This will only be for certain inquiry types as others require manual review, but some inquiries can have automatic emails generated. The sales template for these emails is already created. There are 6 inquiry types that I would need the auto-generated sales email sent.


(Field) - Inquiry type: Work visa >>> Process sends work visa sales email template

(Field) Inquiry type: Student visa>>>> Process sends student visa sales email template

This should be a relatively quick workflow/macro setup for any experienced zoho expert.

Skills: CRM, HTML, PHP, Zoho

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About the Employer:
( 34 reviews ) newcastle, United Kingdom

Project ID: #18429902

9 freelancers are bidding on average £180 for this job


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£222 GBP in 7 days
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Hi, Greetings from Hari of Yaali Bizappln We are Zoho authorized development partner and Zoho certified professionals having successfully implemented 100+ projects in Zoho Creator, Zoho CRM integrated with other Zo More

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Hi our team is ready for this work we will provide you quality service More than 400 project completed 50 people working in our team all are highly professional our team is highly expert in More

£150 GBP in 3 days
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As a zoho certified developer and authorized partner, I am able to configure your email templates as per your business needs.

£111 GBP in 3 days
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Hi there, I am Giacomo Bettin from Italy. I am a Zoho expert, marketing strategist and sales consultant. Your requests can be done with no problems, it will take 1 or 2 days of work. I have a three years experien More

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Hi! I have gone through your requirement. I am a Boston-based PHP developer with several years’ commercial PHP experience in both eCommerce and CMS websites. I have a lot of experience in data integration (using API More

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Hello, I have reviewed your given project posting and i believe that i can provide you the desired quality work. I am Proficient having 6+ years of extensive experience in various aspects of CRM Customization and In More

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Hey, I am Fateh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Cust More

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Hi I’m an ex-employee of Zoho, now a consulting partner, specialising in implementation, customisation, data management and architecture. I was a product consultant and implementation engineer in Zoho and have a More

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