Scheduled Zoho CRM Email Automation

Замовник: AI | Опубліковано: 07.09.2025
Бюджет: 50 $

I need my Zoho CRM to send automatic email notifications on exact dates and times, rather than just when records are created or updated. Please configure the necessary workflow automation so that the system: • Reads the relevant date-time field on each record • Queues and dispatches the email template at that precise moment • Logs the send action for easy tracking All work must be done natively within Zoho CRM (no third-party bridges). Once the rule is in place, walk me through a quick test on one record so I can see it fire exactly on schedule. If any custom functions or Deluge scripting are required, include clear inline comments so I can maintain them later.