Zoho CRM Email Workflows - Automatically chase emails when not responded to | ZEPartner.net

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In this video, I briefly show you how to set up a "Workflow Rule" in Zoho CRM to automatically email your client again after X number of days if they have not responded to your email by then.
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[@steve.phoenixlifeplans]

This was very helpful. I have a workflow now that checks the subject and contents of an inbound email, updates the deals record with some data that is found in the subject line. I know there's a parse function for email but it creates a lead or creates a contact. I'm looking for a way to parse everything out of the email message so that it can be added to a note on the record. Do you have any insight into how to accomplish this?

[@ZohoExpert]

Checkout my latest video on Chat-GPT - you may want to combine the lessons from this video with the lessons from the GPT video to achieve your goals.

[@6starscleaning217]

Could you please show us the method you prefer?

[@ZohoExpert]

I use Deal stage and date fields to control when I chase clients. So when the client responds, a date is updated in the record (last response date) and this then stops further chasing based on the rules I have set up.

[@alexistoica]

@@ZohoExpert Hi guys, would be fantastic if you could make a video about this 👍