Zoho CRM Email Notification for Lead Assignment
Created an email notification system in Zoho CRM to alert sales supervisors when new leads were added by marketing, ensuring timely assignment to sales reps.
During the transition from the legacy system to Zoho CRM, Taylor Movers needed a way to keep both systems running smoothly without losing track of leads.
I implemented an Email Notification Workflow in Zoho CRM that:
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Automatically sends an email alert to the sales supervisor whenever a new lead is created by the marketing team.
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Provides details about the lead so the supervisor can quickly assign it to a sales rep.
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Ensures that leads were captured in Zoho CRM while still being entered in the old system during the transition phase.
This solution guaranteed no leads were missed, improved communication between marketing and sales, and supported a smoother migration to Zoho CRM.
Skills Used:
Zoho CRM
Workflow Rules
Email Notifications
CRM Transition Support
Subskills: