Extension pointers for integrating Zoho CRM with Zoho products #4: Handle and keep track of your Zoho Mail for deals within Zoho CRM
Regular email communication with Zoho CRM contacts, before or after signing or closing a deal, is a key component of effective customer relationship management. Having a separate section within the record page in Zoho CRM for emails associated with a specific deal makes it simple and easy to check the respective email data and set up further follow-ups.
In this post, we'll take a look at how to integrate Zoho Mail with Zoho CRM.
Consider the following scenario: A sales representative successfully closes and wins a deal. For the deal to close successfully, multiple emails will have been exchanged, along with several other emails in the future. Having all of the emails received from the deal's contact in your Zoho CRM as a related list in your deal's record can help you manage this data better.
Creating a connector for Zoho Mail and adding connector APIs
- Create a new connector in your extension for Zoho Mail using the Connectors feature under Utilities in the left panel of the Zoho Developer console.
Note: Zoho Mail follows OAuth2.0 protocols for authentication. You can refer to this post to better understand the steps to register Zoho Desk and retrieve your client credentials.
The connector details for our example are:
Request Token URL | |
Access Token URL | |
Refresh Token URL | |
Scopes | ZohoMail.accounts.READ,ZohoMail.messages.READ |
- Add the necessary connector APIs for your functionality. Please refer to the Zoho Mail API guide for details.
The Zoho Mail APIs added for our example are mentioned below.
Connector API Name | Method type | URL |
Get accounts details | GET | |
Search results | GET |
Note: You can refer to this post to learn about the detailed steps involved in creating a connector, adding the connector APIs, and associating it with the extension.
Creating a related list and associating a function to it
Create a related list called "Related mails" using the Related details option present in the Components feature available in the Build section of the Zoho Developer console, then associate a function to perform the desired action.
Related mails - Related list code snippet
//Retrieving the deal record and fetching the deal name, contact name and contact ID response = zoho.crm.getRecordById("Deals",deal.get("Deals.ID").toLong()); dealname = response.get("Deal_Name"); dealname = dealname.trim().toUpperCase(); dealname = replaceAll(dealname," ","_"); contact = response.get("Contact_Name"); id = contact.get("id"); // Retrieving the email ID of the contact associated with the deal by passing the id retrieved response1 = zoho.crm.getRecordById("Contacts",id); email = response1.get("Email"); dynamic_map = Map(); // Invoking the get account details API to fetch the account ID response2 = zoho.crm.invokeConnector("jssdkextension.zohomail.getaccountsdetails",dynamic_map); resp = response2.get("response"); data = resp.get("data"); for each item in data { zuid = item.get("zuid"); info zuid; accountid = item.get("accountId"); info accountid; } dynamic_map = Map(); dynamic_map.put("accountId",accountid); dynamic_map.put("emailid",email); dynamic_map.put("dealname",dealname); // Invoking the search results API to get the emails associated with the deal and contact of the deal response3 = zoho.crm.invokeConnector("jssdkextension.zohomail.searchresults",dynamic_map); info response3; responsedata1 = response3.get("response"); data1 = responsedata1.get("data"); info data1; // Constructing the related list resp = ""; count = 1; recordsXmlStr = "<record>"; for each value in data1 { recordsXmlStr = recordsXmlStr + "<row no='" + count + "'>"; recordsXmlStr = recordsXmlStr + "<FL val='Subject'>" + value.get("subject") + "</FL>"; recordsXmlStr = recordsXmlStr + "<FL val='Summary'>" + value.get("summary") + "</FL>"; recordsXmlStr = recordsXmlStr + "<FL val='Sender'>" + value.get("sender") + "</FL>"; recordsXmlStr = recordsXmlStr + "</row>"; count = count + 1; } recordsXmlStr = recordsXmlStr + "</record>"; resp = resp + recordsXmlStr; return resp; |
- The deal record details are fetched using the getRecord API and the deal name along with the contact name is retrieved from it. Similarly, the contact ID is passed to the getRecord API for the contacts module from which the contact's email ID is retrieved.
- The account ID is also retrieved by invoking the get account details API.
- This account ID is passed to the search results API along with the deal name and the email ID retrieved which are the search criteria for the mails to be filtered and displayed as a related list.
Now let's see a sample output of how this functionality works.
When a deal record is opened, the emails in the Zoho Mail account having the sender as the deal's contact's email address, and the deal name as a part of the mail are fetched and displayed as a related list.
This way you can integrate Zoho CRM with Zoho Mail, and the functionality can be enhanced based on your business requirements.
We hope you find this information useful. Keep following this space for more tips and recommendations!
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