Spotlight #5 Enrich your data from emails efficiently with Zia

Spotlight #5 Enrich your data from emails efficiently with Zia



Zia is Zoho's AI powered assistant that with high precision, recommends insightful suggestions to automate redundant tasks. 

Do you still spend time replicating the details from your email to the CRM account? If so, read on, as this spotlight series discusses how Zia for emails can automate and delegate your repetitive tasks, so you can devotee your time and energy focusing on winning more deals. Learn how to make the most of, "Zia for emails" in Zoho CRM and, supporting features. 

Zia for Emails

Emails are the official go-to place for important information regarding meeting schedules, business agendas, addresses, invoices etc. Any and every business spends too much time locating and entering data manually into their CRM database. 
 
To understand this better, let's take the instance of an automobile manufacturer. Like every other business, there's an influx of leads. Naturally, this means a mix of leads - business leads and customer leads alike, spanning across the world. Here, it relies heavily on emails which inadvertently leads to manual work. Zia for emails automates repetitive tasks and captures data with high accuracy, freeing your time to focus more on closing deals efficiently.

Zia Data Enrichment

Once a record is created in your CRM account, it becomes increasingly difficult to modify its information due to the necessary periodic data update. Manually staying on top of all the record modifications and ensuring to update every one of them adds up to a lot of work. 
 
With Zia's data enrichment for email signatures, automatically populate the data in CRM, and keep updating it with no hassle. Capture your customers' personal information such as website, contact number, company name, social handles, designation, company location, and address, right within your email and store it in CRM. 

To enable data enrichment for email signatures:
  • Select a record from any module 
  • Open an received email from the record's related list
  • Click Enrich data 


  • Ensure that field mapping under data enrichment by Zia is configured to automate it


  • Hit, "update leads".

Note: In CRM, there are certain frequently used fields called enrichment fields that include fax, designation, phone number, last name, and email, etc. Possibilities of referring these fields with different names in the CRM account might lead to field mismatch. To avoid field mismapping or incorrect data entry, you can map these enriched fields with the right CRM field manually. 



Note that data enrichment in Zoho CRM and Zia data enrichment for emails are two different features. The data enrichment feature in Zoho CRM gathers data directly from a website or collates information from the web. Thus, the collected data is generic. Whereas parsing from an email signature makes it more personal and specific. So, the data is more reliable and accurate. The users need not manually update the required information. Zia will capture the data with high accuracy from their emails.



Though Zia has been there for a while, it still has a way to go, and there may be some initial hiccups in getting Zia tuned to your business. However, the more you use it, the better it gets. Do give it a shot, and post your questions in the comment section below. We'll be happy to help you out. Until then, stay tuned for the next Spotlight on Zia intent and sentiment analysis for emails.

Useful Resources


Zia for emails webinar:

  

    • Sticky Posts

    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

    • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

      Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

    • Recent Topics

    • Market cap

      Market cap formula?? Kaise nikale

    • Clients not receiving emails

      I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!

    • stock

      bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

    • Zoho sheet desktop version

      Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

    • ZOHO SHEETS

      Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Using Zoho Flow to create sales orders from won deal in Zoho CRM

      Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

    • Is Zoho Sheet available for Linux ?

      Is Zoho Sheet available for Linux ?

    • Bharat

      a

    • how to disable staff selection Zoho Booking integrated to SalesIQ?

      currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

    • Zoho Bookings No Sync with Outlook

      Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

    • End Date in Zoho Bookings

      When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

    • Issue showing too many consultations in my workspace link.

      Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

    • Zoho Learn & Zoho Connect

      Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

    • Addin Support in Zoho Sheet

      Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

    • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

      My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm

    • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

      Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

    • How to upload own video?

      How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

    • Support new line in CRM Multiline text field display in Zoho Deluge

      Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

    • Announcing new features in Trident for Windows (v.1.32.5.0)

      Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

    • How to render either thumbnail_url or preview_url or preview_data_url

      I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

    • Zoho CRM Calendar | Custom Buttons

      I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

    • Max numbr of IMAP Accounts in Zoho Mail?

      In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?

    • Create Lead Button in Zoho CRM Dashboard

      Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

    • Searching customer field

      Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

    • Zoho CRM Tracking Google Enhanced Conversions

      Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

    • zoho click, and nord VPN

      Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

    • Connecting Portals from different Zoho apps

      Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

    • Billing Management: #5 Usage Billing

      After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well

    • Function #10: Update item prices automatically based on the last transaction created

      In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

    • Inventory Adjustments

      Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

    • Zoho CRM Community Digest - Aug 2025 | Part 1

      Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected

    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

    • How to create a Zoho CRM report with 2 child modules

      Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

    • How can I add a new organization on Zoho Campaign

      I want to create a new organization with my Zoho Campaign

    • SalesIQとPageSenseの利用について

      初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

    • Next Page