[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
Auto-fill New Row with Previous Row Values
rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;When I click on PDF/PRINT it makes the invoice half size
When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho BooksPython - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics alreadyAPI question - adding a thread to an existing ticket
Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thankssearch and Smart Bar both missing in Mail
One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going onItems Below Reorder Point Report?
Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something sQwen as the default open source Generative AI model for Zia
Hello everyone, Zia Generative AI is transitioning from Llama (8B parameters) to Qwen (30B parameters) as the default model. This means that users who were using Llama as a GenAI service will now use Qwen. This upgrade was made with a vision to enhanceCalendar week view: Today + 6
Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).How to restrict user/portal user change canvas view
Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?E-Invoicing in Belgium with Zoho Inventory
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing WorksIntroducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childHow to add to Subforms via Zapier with Zoho Writer?
I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposedContrôles administratifs granulaires : un atout pour la sécurité des e-mails
La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informationsZeptoMail API Request
We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following isMarketer's Space: Why mobile optimization deserves a place in your email strategy
Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,Collections Management: #6 Realign Customers who gets back In-Term
Arun stared at the subscription list on his dashboard. Another account had just been moved to Cancelled status after completing the whole dunning process. Nothing unusual, just that payment failures happen, retries fail, and cancellation is the expectedZoho Mail IP Blacklist
I need problems with send mails: Error: junk mail rejected - sender4-op-o10.zoho.com 136.143.188.10, is in RBL. Spamcop. Please remove FQDN for blacklist. Regards.I can receive but not send emails
Hello, I've been not able to send emails for almost a year now. I been using alternate email to do this. I want to know how to fix this so I can use my zoho account normally again.Setting checkbox value on template in Sign from Creator
Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":The challenge of 24/7 connectivity: Being present and meeting customer expectations
Before television entered our homes, radio was our window to the world. We had to tune carefully to catch voices from distant places. When television arrived, the world began to grow smaller. We can watch rocket launches, see the goal that wins our favoriteHow to download all attachments from inbox, send, other folders in one go
Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.Cannot connect mail accounts to Thunderbird
Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generateAlias Email Id already exists
Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,Unable to connect to smtp server, connection timed out
Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.comjavax.mail.authenticationfailedexception 535 authentication failed
Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, RekhaClient Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that wouldZoho Creator customer portal users
Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal. At most we need 25 customer portal users. In our Zoho One plan we only get 3DKIM Verification Failed (Namecheap)
Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!Emails stuck in Queue
Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help ThanksSoft Bounce from transational emails from BREVO (Sendinblue)
I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent toAbility to Edit YouTube Video Title, Description & Thumbnail After Publishing
Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing theIntroducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,Getting an error Address not found Your message wasn't delivered
Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address notSupport Uploading YouTube Videos Longer Than 60 Minutes
Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “APINeed Faster Help? Try Live Chat Support
Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why weCan't deactivate Spell Check
Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focusZoho Toolkit Email Signature Generator
I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?Company Policy Upload - Request All EE to review and sign
How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified thatZoho Sign Global Settings vs. Template and Document
Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their returnNext Page