Why Ditch Zoho CRM Templates Now?

Are you still using the old Zoho CRM templates for your email campaigns? It's time to upgrade your approach! In this video, we delve into why you should stop using the traditional Soho CRM templates and show you a more efficient way to create professional email templates using Claude, an advanced AI tool.

We guide you through the step-by-step process of transforming your existing templates into sleek, modern HTML5 templates. Discover how to effortlessly optimize your email templates to match your company's branding. This method not only saves you time but also enhances the overall look and feel of your emails, making them more engaging and professional.

Key Highlights: - Why you should stop using Soho CRM's manual template builder - Step-by-step guide on using Claude AI for email template creation - How to optimize your email templates with HTML5 - Tips for integrating your new templates back into Zoho CRM

Don't miss out on this opportunity to elevate your email marketing strategy. Watch the video now and see the difference for yourself! If you found this video helpful, please give it a thumbs up, share it with your network, and subscribe to our channel for more insightful tutorials. Your support helps us create more valuable content for you!


0:00 - Introduction
0:15 - Why Stop Using Zoho CRM Templates
0:45 - Accessing Template Section in Zoho CRM
1:15 - Manual Template Creation Process
1:50 - Introducing a Better Way
2:10 - Using Claude AI for Template Optimization
2:40 - Setting Up a Project in Claude
3:10 - Optimizing Email Template with Claude
3:50 - Adding Branding Elements
4:20 - Generating HTML Code
4:50 - Reviewing Generated HTML
5:20 - Testing the HTML Template
5:50 - Creating a New Template in Zoho CRM
6:20 - Inserting HTML in Zoho CRM
6:50 - Customizing with Zoho CRM Variables
7:20 - Finalizing the Email Template
7:50 - Conclusion and Call to Action
8:20 - Outro and Subscription Prompt

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