Step 1: Accessing Your Zoho CRM Account Creating Your Account First things first, if you haven’t got a Zoho CRM account yet, you’re gonna need to set one up. Just head over to the Zoho website and sign up. It’s super straightforward. You’ll fill out a few details, and just like that, you’re in! Once […]
1. Know Your Audience Understanding Your Recipients One of the first steps in crafting a successful automation email is to really get to know your audience. You might be asking, “Why should I spend time on this?” Well, I’ve learned that when you understand who you’re talking to, your message becomes more relevant and engaging.
Setting Up Your Nimble CRM for Email Integration Creating Your Nimble Account First things first, if you want to record emails in Nimble, you need to have an account set up. Head over to their website and sign up. It’s pretty simple, and they often have deals if you’re signing up for a business plan.