Effortlessly send targeted emails to their records or related records using buttons, blueprints, and workflows; customize recipient lists; and automatically attach the right files from Zoho CRM.
It uses approved organization, admin, or record owner email addresses to send and link emails with respective records.
Using the mail merge feature, you can use module templates to generate and attach documents as PDFs automatically while sending emails in Zoho CRM.
Key Features:
Send emails to their respective or related records using buttons and workflows.
Attach mail merge documents, file/image upload fields, and more from Zoho CRM.
Allow select recipient options using record fields or custom emails to automate the sending process, using any button positions or workflow custom actions within Zoho CRM.
Maintain a log of all emails sent in a separate module for audit purposes.
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
Based in Melbourne, Australia, Insta Web Works distinguishes itself in the global CRM solutions domain. With a track record of introducing cutting-edge systems, the company has forged a reputation synonymous with excellence. The core mission centers on establishing streamlined workflows that directly contribute to enhanced sales. Specializing in Zoho CRM services, the expertise encompasses everything from crafting widgets to developing portals, seamlessly integrating third-party applications into the company's ecosystem. The dedication also extends to providing specialized training to ensure optimal utilization of CRM capabilities. The world of Insta Web Works welcomes you, where CRM innovation and excellence command the spotlight.
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Hello,
I would recommend you to try Easy Email for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
You will be able to share this app only after it is published.
You will be able to report issues regarding this app only after it gets published.
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Payments have not been opened up for users in the EU yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
Only admins can install or purchase this app. Please contact your organization admin for more information.
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