Email with attachments saving attachments into Zoho CRM from Zoho Mail
Hi,
I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to. I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following:
1.) Open email
2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential
3.) I download the attachment and save it to a different location on our server
4.) If I get a follow up from an automation rule I go back and pull that document to review
5.) To get the document into Zoho CRM I need to then open the Potential etc and create an attachment from my server stored document
I normally don't do "Step 5" because it's just another step to slow me down. Sometimes I am on the road and I need that document. As of now I need to log into Gotomypc and retrieve the document from my server.
When I decide to download the Potential associated documents I would like to be able to, have the choice to upload them into my Zoho CRM. Almost like I am uploading them into Dropbox. But rather than Dropbox it would be my Zoho CRM.
Thanks,
Dan Forster
Design Moe Kitchen & Bath
Writer
Get Started. Write Away!
I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to. I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following:
1.) Open email
2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential
3.) I download the attachment and save it to a different location on our server
4.) If I get a follow up from an automation rule I go back and pull that document to review
5.) To get the document into Zoho CRM I need to then open the Potential etc and create an attachment from my server stored document
I normally don't do "Step 5" because it's just another step to slow me down. Sometimes I am on the road and I need that document. As of now I need to log into Gotomypc and retrieve the document from my server.
When I decide to download the Potential associated documents I would like to be able to, have the choice to upload them into my Zoho CRM. Almost like I am uploading them into Dropbox. But rather than Dropbox it would be my Zoho CRM.
Thanks,
Dan Forster
Design Moe Kitchen & Bath
Access your files securely from anywhere
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
Dan Forster
paul
Sunderjan Siddharth
ey
Sticky Posts
Zoho Mail POP & IMAP Server Details
Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. EnsureImportant update on Group Management | Zoho Mail
Dear Zoho Mail Community, This post is to inform you all of the following updates on the Group Management in Zoho Mail. Group Member Addition: If a group member is added to an organization group in a Zoho Application, the member will be automaticallyMastering email etiquette and best practices to follow in Zoho Mail
Hello Zoho Mail Community, We’re thrilled to invite you all to our upcoming webinar: Mastering email etiquette and best practices to follow in Zoho Mail. Join our live webinar for expert etiquette tips to enhance your professionalism and elevate your📣 📣 ZUG Meetups India - Explore Hybrid Workspaces using Zoho Workplace - Meet and Learn! 🧑🏽💻🧑🏽💻
We are excited to announce the User Community initiative to meet you all in person and help you explore the need of the hour - Hybrid Workspaces using Zoho Workplace. We aim to help you to setup your Digital Workplace effectively so that your employeesAnnouncing Zoho Mail - Inactive user Policy
Dear Zoho Mail users, Thanks to all of you for your continuous support. We have recently started implementing the Inactive User Policy, for Zoho Mail. A user is considered as inactive, if the user has not logged in to the Zoho mail account for a period of more than 120 days. The login through POP, IMAP and Active Sync are all taken into account for tracking the period of inactivity. Whoever received the communication need not panic, as we have just communicated our policy to all the users. To
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns 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