One recurring question among Zoho CRM users and prospects is: Can Zoho CRM handle transactional emails directly? While Zoho CRM is an excellent tool for managing customer relationships and interactions, sending transactional emails through it involves certain limitations and workarounds. Here’s a detailed guide to clarify the possibilities and current developments.
Transactional emails are system-generated messages triggered by specific events, such as order confirmations, password resets, or status updates. Unlike marketing emails, these messages require precise timing, high deliverability, and integration with dynamic data.
Currently, Zoho CRM supports sending emails through predefined email templates. These templates are triggered via the "Send Email" option in various modules like Contacts, Deals, or Accounts. However, the scope of these templates is limited to data within the CRM, meaning the fields and relationships between modules dictate the available dynamic data placeholders.
As of now, neither Zoho Campaigns nor Zoho Marketing Hub are designed for transactional email functionality. These tools primarily focus on email marketing, offering automation and audience segmentation for promotional campaigns rather than real-time, event-based messaging.
To bridge this gap, Zoho has introduced Zoho TransMail, a transactional email service comparable to tools like SendGrid and MailChimp. Although still in beta, TransMail aims to handle transactional email needs seamlessly, offering features like high deliverability, API support, and event-triggered messaging. Once officially launched, this product will likely become the go-to solution for Zoho users requiring advanced transactional email capabilities.
If you need to send transactional emails via Zoho CRM, here’s a step-by-step workaround:
While Zoho CRM has inherent limitations for handling transactional emails, effective workarounds like custom fields, Deluge scripting, and Zoho Flow can enable this functionality. Looking forward, Zoho TransMail promises to be a game-changer, providing native support for transactional email needs once its beta testing concludes.
By understanding these solutions, you can confidently plan your email strategy within the Zoho ecosystem. For those requiring seamless integration and real-time event-based emails, exploring Zoho TransMail as it becomes available is highly recommended.