How to Send Automated Emails in Your CRM with Softr Workflows (No-Code Tutorial) скачать в хорошем качестве

How to Send Automated Emails in Your CRM with Softr Workflows (No-Code Tutorial)

In this tutorial, Guillaume Duvernay (Growth Marketer at Softr) demonstrates how to build a native email system directly inside your Softr application using Custom Workflows. While we demonstrate this using a CRM "Follow-up" use case, this logic applies to any type of app—whether you are building a Help Desk ticket system, a Client Portal, or an Internal Tool. You will learn how to replace external automation tools (like Zapier or Make) with Softr's built-in "Send Email" action. We walk through the entire setup: preparing the database to recognize a "Send" trigger, building the front-end form for composing messages, and configuring the backend logic to dispatch the email and log the interaction history. In this workflow guide, we cover: Database Setup: How to add specific fields (Subject, Body, and a "Send" Checkbox) to trigger automations. Form Configuration: Using hidden fields to automatically map the sender (Logged-in User) and the recipient without manual input. Workflow Logic: Configuring a "Record meets condition" trigger to fire instant emails. Dynamic Mapping: How to pull data from your form directly into the email subject and body. Data Logging: A crucial final step to update your database records, ensuring your app keeps a permanent history of all sent communications (essential for AI context later). By the end of this video, you'll be able to let your users communicate with customers or team members without ever leaving your app. 🚀 Get the AI CRM Template: Copy the full Softr app template (Interface + Database) used in this example: https://www.softr.io/templates/ai-crm ⏰ TIMESTAMPS: 0:00 - Database & Form Setup 01:48 - Trigger & Email Action 03:32 - Logging Email History for AI Context Learn more: Website: https://bit.ly/49d0I41 Help Docs: https://docs.softr.io/ Softr Community: https://bit.ly/3HC7uUN Softr blog: https://bit.ly/3ugAONV About Softr: Softr is the easiest, fastest no-code platform for building business apps, like portals and internal tools— without coding. Used by over 500,000 teams, and Fortune 500 brands like Google and Universal.