Zoho CRM integration with Email by Nekton
How to Send outbound emails in Email by Nekton for new module entries in Zoho CRM
Stay on top of your Zoho CRM modules and keep your email communication efficient with this handy automation. Whenever a new module entry is added in Zoho CRM, this workflow will send a customized outbound email using Email by Nekton. Save time, ensure quick follow-ups, and streamline your sales process.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send outbound emails in Email by Nekton for new module entries in Zoho CRM" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Sage Accounting integrations
Use Sage Business Cloud Accounting to take the repetitive, manual tasks out of business admin. When events occur in other apps - like new orders created in WooCommerce - Nekton can automatically update Sage Accounting. When a new customer is added you can set up Nekton integrations to send out emails, update your CRM, or perform thousands of other actions within all of the available supported apps.
Stay on top of your Zoho CRM modules and keep your email communication efficient with this handy automation. Whenever a new module entry is added in Zoho CRM, this wor...
Sage Accounting actions
Nekton can use any feature that is available in Sage Accounting API.
Using our advanced AI, you can easily create custom automations for Sage Accounting.
Here are some typical actions you can do in your automated workflows.
Create Contact Payment
Creates a new contact payment.
Update Customer
Updates an existing customer.
Create Product
Creates a new product.
Create Stock Item
Creates a new stock item.
Update Product
Updates an existing product.
Update Sales Invoice
Updates an existing sales invoice.
About Sage Accounting
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.