How Can You Create and Use Email Templates in Zoho CRM for Faster Communication?
Email templates save time and ensure consistency in your outreach by letting you send pre-written, personalized messages to leads, contacts, or deals.
Create a Template:
Setup → Templates → Email Templates → + New Template.
Choose a module (e.g., Leads) and write your message using merge tags like ${First Name}, ${Company}.
Design & Branding:
Use the drag-and-drop editor or HTML for custom branding, logos, and buttons.
Use in Automation:
Attach templates to Workflow Rules, Blueprint transitions, or mass emails.
Track Engagement:
Enable “Track Email” to monitor opens and link clicks.
Why This Workflow Matters:
Templates reduce repetitive writing, ensure brand consistency, and improve follow-up efficiency—especially when combined with automation and scoring.
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