Auto cc zoho outgoing mail

You're looking to automate the process of sending outgoing emails from Zoho CRM using a CC (carbon copy) feature. Here's a step-by-step guide to help you achieve this:

Prerequisites:

  1. You have a Zoho CRM account with the necessary permissions.
  2. You have a Zoho CRM module (e.g., Leads, Contacts, Accounts) where you want to send outgoing emails.
  3. You have a Zoho CRM workflow or a custom script to automate the email sending process.

Method 1: Using Zoho CRM's Built-in CC Feature

  1. Go to your Zoho CRM module (e.g., Leads, Contacts, Accounts) and create a new record or edit an existing one.
  2. Click on the "Email" tab and select the email template you want to use.
  3. In the "To" field, enter the email address of the recipient(s) you want to CC.
  4. In the "CC" field, enter the email address(es) you want to CC.
  5. Click "Send" to send the email.

Method 2: Using Zoho CRM's API and a Custom Script

  1. Create a custom script in Zoho CRM using the Zoho CRM API.
  2. Use the sendEmail method to send an email with the CC feature.
  3. In your script, use the cc parameter to specify the email address(es) you want to CC.
  4. Use the to parameter to specify the email address of the recipient(s).
  5. Use the subject and body parameters to specify the email subject and body.

Example script:

var email = zoho.crm.sendEmail({
  to: '[email protected]',
  cc: '[email protected]',
  subject: 'Test Email',
  body: 'This is a test email'
});

Method 3: Using a Third-Party Automation Tool

  1. Use a third-party automation tool like Zapier, Automator, or IFTTT to connect your Zoho CRM account to your email service provider (e.g., Gmail, Outlook).
  2. Create a new zap or automation workflow that sends an email with the CC feature.
  3. Configure the zap to send an email to the recipient(s) and CC the email address(es) you want to CC.

By following these methods, you should be able to automate the process of sending outgoing emails from Zoho CRM with the CC feature.