[Early Access] — Presenting a new and improved email parser in Zoho CRM!
====EDIT==============================
Latest update: As on 20th Feb, 2023
Old Email Parser will reach end-of-life on June 1, 2023. After EOL, old email parser will not be available in your CRM account. In the spirit of preparing for this deprecation, we encourage all of you to try the all-new email parser at the earliest.
======================================
Dear Customers,
We are thrilled to present to you, a refreshingly new set of enhancements and flows for email parser. Email parsing is now much easier, more contextual and powerful than ever before.
As part of this "early-access" release, we'd be delighted to enable the new version of email parser if you are interested to try it out. In that case, please submit your request using this Early Access Request Form.
Please note:
- Once you submit a request, the new version of email parser will be enabled in the requested email account.
- You will also get an invitation to join our exclusive CRM Early Access (EA) Community.
- Since this is a Beta version, we would like to keep our discussions on this restricted, until the feature is made available to all.
- Therefore we request you to join the EA Community to post your questions and suggestions regarding this Beta version. For the same reason, comments on this particular post will be disabled.
What's email parser — a quick overview:
Email parser is a data extraction tool in Zoho CRM that helps an organization in various business functions such as lead generation and information updates. It is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails.
For instance, a real estate company may want to add all email enquiries they receive via a property portal as CRM leads. Doing this manually for hundreds of enquiries may become tiring, so here is where they can use email parser. By simply getting the emails sent to a "parser ID" generated in CRM and, they can automatically extract information from the enquiry emails and add them as records in CRM with desired field values. All it requires is a few minutes of initial setup and then you are good to go.
What's new and what's changed
While email parser has been largely functional, a few areas of this feature needed to be ironed out, which is what this post is all about. We are thrilled to present the following enhancements, which you can now see when you switch to the new version of email parser.
1) Single parser email ID for all parser rules
Earlier, for each parser rule, there was a different parser address. It could have been tedious to assign a new parser ID for different vendors and also keep a track of it. The logistics involved in the tracking and maintenance of these parser IDs could be time-consuming in itself. However, in the new version of email parser, there's only a single, common parser email ID for all rules. Regardless of how many vendors you are working with or how many rules you create, you can use this single parser ID for all. This makes working with email parser much easier and cuts down your setup and maintenance time significantly.
Also, a maximum of 5 approved parser addresses can be set up in common for all rules, early on during the configuration.
2) Configuration Interface Made More Powerful and Intuitive
In the latest version of email parser, the entire configuration interface allows free parsing and is highly intuitive, powerful and most importantly, user-friendly, unlike the previous version which involved rigid adherence to delimiters.
The email parser interface —automatically gives you a preview of the parsed data on the same screen where the field mapping occurs, so it is easier for you to get a snapshot of all the fields that are being parsed.
There's also an advanced configuration tab which involves options for filtering emails applicable for the parser based on criteria and associating automated actions such as sending for approval, field update and record assignment to chosen users based on assignment rules.
You can also parse HTML emails directly, as opposed to converting them to plain text emails which was the case previously with the old parser. You can also create email parser rules for each layout in a module.
3) Custom Functions — Configure email parser without associating a module
Email parser now supports execution of custom functions based on parsed data. In this case, the parser rule is not attributed to a particular module. Using custom functions helps you with extensibility and interoperability in Zoho CRM. You can extend the email parser function to more than one module within Zoho CRM, and even to connect with other Zoho services. You can also perform ad-hoc actions in third party applications based on the parsed data.
- For example, based on an incoming email enquiry, a property management company called Zylker wishes to update both Contact and Account records in CRM. The name of the email sender, their phone number and address will go to the Contacts module, whereas their company information should go to the Accounts module.
- The same company has another requirement — based on an incoming email from customer regarding the status of their property, they want to update corresponding information on a third party listing website automatically. They can achieve this via email parser using custom functions.
Once you have the required custom functions written, you can associate them to the parser rule and have the action executed for subsequent incoming emails.
4) Update Record and Send for Approval
Update Record is a function using which you can update the latest information on a record from an incoming parsed email.
For example, say you receive an incoming email from a prospect called Jane Evans. Normally, a new lead record would be created for a new enquiry email but, if Jane is already in the CRM system, you want the CRM to update Jane's information on the same record as opposed to creating a duplicate record. If this is your expectation, you may check the Update Record option in the Advanced Configuration settings of the parser rule.
Note:
CRM will use the email field to detect duplicate records. For the Update Record option to show up, you must have first mapped the "Email" field from the email content, which serves as the primary identifier or a "unique field" for a record.
You can also choose the Send for Approval option, in which case, records parsed via email parser need to be reviewed and approved from the Waiting for Approval tab in the selected module in order to become a part of the CRM system.
5) Informative parser reports
In the new version of email parser, you are presented with accurate, detailed insights on the number of emails being parsed per rule, the fields extracted and a list of customized actions associated to the records created via the parser. This summary of details gives you a clear picture of how effective your rules have been and indicates the revisions you may need to make to those rules based on the insights.
Detailed weekly performance reports can be sent to the creator of these rules or a custom email ID. Email reports are also sent on record creation failure, so that immediate action can be taken by the users.
6) Reorder and filter
You now have an option to reorder the list of parser rules based on order of preference. This is important because, the email parser system is designed to execute only the very first rule whose criteria is met by an incoming email. Therefore the order of the parser rules becomes essential for effective performance email parser.
You can also filter rules by status (active/inactive) and also by module.
7) Contextual access to parsed emails
While on the one hand, you can view Configuration Info for each parser rule, on the other hand, you can also view insights based on emails that are parsed.
This way, both from the angle of parser rules and parsed emails, you are presented with useful insights.
An "Email" tab, lists the most recent email in your parser inbox, where you can check properties like parsing status, rule parsed with, and more. If the email has not met any rule, you may also create a new parser rule contextually from this email page.
You can also re-run an email in the event of parser failure if there's no match found.You can also parse emails in bulk. (Note that this is applicable only for the emails that have a template match and the parsing was unsuccessful.)
These are some of the key highlights of the new and improved email parser. We encourage you to try this and offer your feedback. We'd also like to reassure you that upon switching to the new parser, your old parser rules will be intact, there will be no hassles. There will be no data loss— your old parser rules will continue to bring in emails and corresponding data to CRM.
Please note:
- While this new version of email parser will become the default version over a period of time, as of now, the old and new versions will co-exist.
- This is an early-access release. In a few more weeks, as we get closer to public launch of the new version, we will keep you posted regarding details about EOL of the old version. Watch this space for updates.
Further Reading
Help Doc: Click here
What's New and What has Changed — A comparison guide: Click here
Request access to the new version: Register Now
If you have any questions or concerns, please feel free to let us know by commenting below. We look forward to receiving your requests and feedback!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vaagdevi Ravishankar
Sticky Posts
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close. We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancementsAdding calls as a channel in Voice of the Customer
Dear All, We hope you're well! It's been almost a year since we opened Zoho CRM's Voice of the Customer solution up for early access. We are grateful for the reception and support you have been showing us with regards to its adoption and feedback. Since
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Apply Advance option not shown in report
We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: AwaitingAuto Capitalize First Letter of Words
Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank YouFollow-up emails via Workflow Automation not staying in the same thread
Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent withinClient Script refuses to set an initial value in Subform field
I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.Emails Are Not Being Delivered to My Inbox
Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incomingHelp Center IFrame Issue
I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correcltyStaff rules
Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.Comment Templates
Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to editAdding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionalityAn Exclusive Session for Zoho Desk Users: AI in Zoho Desk
A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AIShared values: From classroom lessons to teaching moments in customer service
While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filterZoho Desk blank page
1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOSI hate the new user UI with the bar on the left
How can I reverse this?Question regarding import of previous deals...
Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account'sClient Script also planned for Zoho Desk?
Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (fieldOne person/cell phone to manage multiple accounts
Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain andTracking KPIs, Goals etc in People
How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to theirZoho Desk: Ticket Owner Agents vs Teams
Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents andCan not Use Attachment Button on Android Widget
this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.Announcing new features in Trident for Mac (1.24.0)
Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In additionVendor Master Enhancements for Faster Purchase Entry
I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automaticallyMass Mail Statistics - Number of unsent emails
How do I find out which emails were not sent?Est-il possible d'annuler l'envoi d'un mail automatique ?
Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.embed a form in an email
Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that createsZoho Bookings - Reserve with Google
Does Zoho Bookings plan to to integrate with Reserve with Google?How to add Zoho demo site page designs to my Zoho Sites website
Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menuDigest Août - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree thatKaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries
Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." WeAdd Analytics function for Title case (capitalising each word in a string)
At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.How to conditionally embed an own internal widget with parameters in an html snippet?
Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the followingWhere can I find rejected inbound mails and their reason for rejection
Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there isSync more than one Workdrive
Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. RegardsZoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer
I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks veryBase Currency Adjustment Reversal
Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'Please implement UAE Central Bank FX rates
Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the waysSearch Records returning different values than actually present
Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"Next Page