This project involves developing automation and integration capabilities within a Zoho CRM system for a training company. Automated email sequences are needed to alert clients of course renewal deadlines occurring after 1, 3, 10, 11, and 12 months from initial registration. Scanned registrations from Jotform must feed student data like names and emails into Zoho to bulk generate certificates. The portal also requires options to either send certificates individually or in batches to a designated contact. Additionally, registering through Jotform should trigger automatic feedback surveys to assess trainer performance. All course bookings and renewals must update within the structured reminder sequences.
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