Send OneMob Emails from Zoho CRM

The OneMob composer opens inside Zoho CRM, so you can pick a microsite, write one or more email steps and send them to the people on a Zoho record without switching apps. OneMob tracks every open, view and click, and logs the activity back to Zoho.

Before you start

• Your organization's OneMob plan includes CRM integration, and your OneMob admin has selected Zoho as the organization's CRM.
• A Zoho admin has installed the OneMob extension in Zoho CRM. For both setup steps, see Zoho Integration.
• You sign in to Zoho with the same email address you use for OneMob. The composer finds your OneMob account by that address.

Send an email from a Zoho record

1. In Zoho CRM, open the lead, contact or deal you want to email.
2. Open the OneMob composer from the record. The Select microsite screen opens.
3. Find the microsite you want to send. Use search, sorting and tags to narrow the list, or click New microsite to create one.
4. Select the microsite and click Next. The Send email screen opens with a first step already filled in from the microsite and its email template.

5. Click the Recipients field to review who receives the email. The list shows the people on the Zoho record. Select the ones you want and click Save Recipients.
6. Edit the subject and body of each step under Steps. To start from one of your email templates, apply a template to the step, choose it on the Pick email template screen and click Add template.
7. Optional: use the AI panel on the left to draft or refine your steps. The steps it generates replace the ones in the editor.
8. Click Test all steps to send yourself a test of every step.
9. Click Send now. To send later, click the clock button next to it, pick a date and time, and click Schedule.

What happens next

The composer shows Emails successfully sent or Emails successfully scheduled. OneMob creates a campaign for the send, named CRM followed by the time you sent it, and tracks opens, microsite views and clicks for each recipient. When a recipient belongs to a Zoho deal, the activity is linked to that deal.

If something does not work

• User does not exist or not connected to Zoho CRM: the email address you use in Zoho does not match a OneMob account, your OneMob plan does not include CRM integration, or Zoho is not selected as your organization's CRM. Ask your OneMob admin to check.
• Max recipients amount is followed by a number: you selected more recipients than your plan allows in one send. Remove some recipients and send the rest separately.
• Send now is unavailable: add at least one recipient.

For anything else, send a request to the OneMob support team.