[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
Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’
Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,Replace an existing zoho show file with an uploaded one.
For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!
Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats orUsing Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).Skip order confirmation step in commerce?
We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer. Is there a way to skip the manualFree Shipping Coupon - Zoho Commerce
I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?Is there a way to link an item to a liability account?
I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit intoSelect a balance sheet account when creating an invoice
Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues. I have to create a transit revenue account and then tranfer to the rightHow to work out commission in zoho commerce based on coupons
HI There Is there any way to produce report based on coupon name in zoho commerce We need to pay commission to various channels who are helping us to increase the online sales so we have number dedicated coupons assigned to the above mentioned channelsRequest for Subform Styling Feature in Zoho CRM Canvas
Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limitedHow to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error
Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. TheseZoho Books - Sales Person Contact Details on Quotes
Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say somethingRelated products category instead recommended products.
Hi there, It is possible to show related products of the same category (as it works in the rest of the ecommerce) instead of showing recommended products.Uploading PDF files
How do I upload a PDF file to my ZOHO site?How to send invoices to 2 emails?
Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.It returns 1 record
Var1= Tools_Request[Liability_Receipt == input.Liability_No]; for each rec in Var1.Tool_Request_Description { Var2= (ET_Inventory[SKU == rec.Tools_SKU].SKU).getAll(); } info call for Var2 It only fetch 1 record On record fileNarrative 5: The essential role of SLAs
Behind the scenes of a successful ticketing system - BTS Series Narrative 5: The essential role of SLAs Every organization that interacts with customers establishes a timeframe within which agents should respond to queries as part of a service level agreementNextdoor Integration
Does Zoho social work with Nextdoor? www.nextdoor.com? Are there any plans for an integration?My email sending has beed blocked due to high bounce rate. NEED HELP
User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led toCan Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justIF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destinationScheduled Maintenances
Hi, Why is adding scheduled maintenance so arduous. It should be a simple process and take very little time for basically a recurring job. Creating 3 records with similar data seems crazy to me. Is there a easy way to do this? I have to create hundredsSubform Fields for Form Rules & Subform Fields as a Condition with Form Fields as the Action
Hi, The Subform in Field Rules is great, but it is missing completley from Form Rules and it lacks being able to have Subform Fields in the Condition while having Form Fields in the Action, it works the other way around. Thanks DanPower of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateZoho Forms - Subform Integration with Zoho CRM?
I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do thisFilter by user in Pivot Chart
I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?Is ZeptoMail Still Supported? No Response to API Query in Over a Week
Is ZeptoMail Still Supported? No Response to API Query in Over a Week I’m posting here to express my growing frustration and concern over the lack of professionalism I’ve experienced with Zoho's ZeptoMail support. On July 21st, I received a response askingAdd ID to the recycling bin page
Feature request to add the ID to the recycling bin page. This would be helpful for reference when trying to recover things. This is the long zoho ID for each item. - ticket ID - contact ID - account ID - etc.Remove System Defined Ticket Layout
Hi ZohoDesk, I have created a new Ticket Layout and made it the default and I want to remove the original default one so there is only one to choose from. It won't allow me to do this, or go into the options and take the tick out of the show in Help Center.ZOHOLICS Japan 2025 開催のお知らせ
ユーザーの皆さま こんにちは、Zoho コミュニティチームの中野です。 年に一度の自社最大イベント、「ZOHOLICS Japan 2025」（ゾーホリクス）の開催が決定しましたので、こちらでお知らせします。 今年の開催回は、特別ゲストやZoho のエキスパートが、 最新のDX事情や皆さまのビジネスプロセス改善、業績アップのヒントとなる情報をお届けします。 Zoho コミュニティからは、Zoho Championの西尾さん（@西尾 真言）、 コミュニティアンバサダープログラム（ZCAP）メンバーの箕輪さんにご登壇いただき、Unable to connect Zoho Learn to other Zoho Tools
Hello Zoho, Can you work on Zoho Learn. I am unable to connect it with other Zoho tools like Zoho people or even Zoho SalesiQ. This is needed, especially if I am connect Ai to my systems. Please work on connecting your applications better, especiallyChatbot for Urdu language
Hello, I have successfully set up Zoho Desk and integrated it with Moodle using ASAP. I am now looking for a chatbot that supports the Urdu language to enhance student support. My goal is to enable the chatbot within ASAP so that students can ask questions,Multi Level Hierarchical Query
Hi guys I have a situation where i am trying to extract the descendants of a particular entry. So long story short, i have the Account table with Agency (A) id = 1, and that has child Agency (B) id = 2. This child agency (B) has a child agency (C) idAI-Powered Grouping and Tagging of Related Issues and Tasks in Zoho Projects
Dear Zoho Projects Team, Greetings, We would like to suggest a feature that would greatly enhance how we manage feature requests and bug reports submitted through the Zoho Desk to Zoho Projects integration. Use Case: Our support agents handle customerHow to change side bar from dark mode to light mode?
The side bar on the left side in workdrive doesn't appear to have a way to fix it from dark mode - is there a way to? I can't read in dark mode without excessive headaches, and I would really like to be able to see while I have workdrive open, as workdriveHow to see history on Bulk send of Customer Statements
Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlookedGuided Conversations - Ticket Creation
Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of theHow to add buttons elements in the Header
I am trying to add CTA (Call to Action) buttons in the right side of the main navigation menu. This is a common practice for sites but I can't seem to figure this out for Zoho Sites. Is there a custom workflow that could be shared with me?Automatic back up - Zoho Recruit, books, people,crm, analytics
Hello, Has anyone found a good way of automatically backing up Zoho (CRM, expense, recruit, people, books, analytics).? I have found with tool that does, but it doesn't include recruit or analytics It's a bit annoying and time consuming having to go todelete departments on zoho desk
I created test departments on zoho desk. how can i delete them now?Next Page