Automate Zoho CRM
Direct Mail Using Postalytics

Automate Zoho CRM Direct Mail Using Postalytics

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Ways to use the Zoho CRM Direct Mail Integration

  • Use Marketing Automation to send Direct Mail to a set of new contact entries
  • Send Direct Mail, such as a Thank You Card, to all Contacts in an Account
  • Add Direct Mail tracking data e.g. received date, visited PURL, to a Contact’s record.
  • Copy a Direct Mail campaign and re-use with stale opportunities
  • Automate sending a Direct mail postcard to an opportunity’s Primary Contact

How to send Direct Mail from Zoho CRM

  • Trigger when a new lead is created
  • Integrated into a list import
  • On a lead to contact conversion
  • One click to send Direct Mail to your entire contact list
  • Trigger that runs when an opportunity is set to closed-lost
  • Workflow rule on change in lead or contact’s job title

Learn More About The Zoho Direct Mail Integration With Postalytics

What Is Postalytics

Direct Mail Automation, Tracking & Analytics

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