Zoho Lead Automation & Email Alerts

Заказчик: AI | Опубликовано: 20.04.2026

I’m looking to tighten up our lead process in Zoho CRM so that everything that happens to a brand-new lead is handled instantly and without manual follow-up. The moment a new lead record is created, Zoho should do two things for me: • Drop the lead straight into our predefined pipeline with the right status and any tags or fields we decide during setup • Fire off an immediate email that contains the full lead details so my team sees the information in real time That email only needs the lead’s data—no salesperson assignment or source information at this point—so the template can stay simple. What I need from you: 1. Configure or script the workflow (Deluge, Blueprint, or Zoho Flow—use whichever is fastest and most reliable) that listens for the New Lead Creation event. 2. Build the email template, map the lead fields, and make sure it goes out instantly every time. 3. Test the flow end-to-end with me on a live screen-share and leave the setup documented so I can tweak or replicate it later. If you have a quick, clean way to manage any future lead-routing rules inside the same automation, let’s discuss it during kickoff. Everything lives inside our existing Zoho One account, and I’ll supply admin credentials once we agree on the approach. I’m ready to start as soon as you can confirm timeline and milestone steps.