Extension pointers for integrating Zoho CRM with Zoho products #4: Handle and keep track of your Zoho Mail for deals within Zoho CRM

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:
  • 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.

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!


SEE ALSO

<<Previous
Next>>

    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Kaizen #217 - Actions APIs : Tasks

                                                              Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

                                                            • Kaizen #216 - Actions APIs : Email Notifications

                                                              Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

                                                            • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                                              Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

                                                            • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

                                                              Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

                                                            • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                              Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  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 CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • [Webinar] Zoho Writer for content creators and publishing houses

                                                                                                                Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:

                                                                                                              • Adding Reports to Portals

                                                                                                                Is there a way to add Reports to portals so only the user can see report templates relevant to them?

                                                                                                              • How to assign one Manual to multiple Spaces?

                                                                                                                Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?

                                                                                                              • Introducing VeriFactu Support in Zoho Books

                                                                                                                Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración

                                                                                                              • How can I assign courses to Spaces?

                                                                                                                How can I make courses show up here in this space?:

                                                                                                              • When will Zoho Learn be able to support SCORM files on the mobile app?

                                                                                                                When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

                                                                                                              • Announcing new features in Trident for Windows (v.1.35.6.0)

                                                                                                                Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You can

                                                                                                              • Marketing Tip #9: Track your traffic sources

                                                                                                                Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top

                                                                                                              • Google Analytics import data inaccurate (as of October 11, 2025)

                                                                                                                We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

                                                                                                              • Zoho Recruit Slow and Freezing on all screens

                                                                                                                We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.

                                                                                                              • Prevent accidental duplicate entry of Customer Ordersome

                                                                                                                Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

                                                                                                              • Zoho Books | Product updates | November 2025

                                                                                                                Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

                                                                                                              • Insert Image into Notebook page

                                                                                                                Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an

                                                                                                              • 【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11/21(金)に名古屋 ユーザー交流会 を開催しました。 本投稿では、当日実施したセッションの様子及び投影資料をお届けします。 会場にて参加できなかった皆さまも、ぜひご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします） 今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる Zoho Analytics / Inventory

                                                                                                              • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                                Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

                                                                                                              • Improved RingCentral Integration

                                                                                                                We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

                                                                                                              • Edit Pinned Comments in Zoho Desk

                                                                                                                It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.

                                                                                                              • Updating Secondary Contact (CCs)

                                                                                                                We use Zoho Forms to capture the user request and integrated with Zoho Desk to raise tickets. Active Microsoft login is captured in our Zoho forms and registered as Primary contact in Zoho desk ticket. We also an have an option to raise ticket on behalf

                                                                                                              • blank page after login

                                                                                                                blank page after logging into my email account Thanks you

                                                                                                              • WriterTh

                                                                                                                After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.

                                                                                                              • Zoho 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 very

                                                                                                              • I have already created some Bots, Commands, and Widgets in Cliq, but I am still not seeing the “Create Extension” option in my account. Could you please help me enable or access this option?

                                                                                                              • Infinite loop of account verification

                                                                                                                Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

                                                                                                              • How we cut CRM updates from ~20 minutes down to 2, our real workflow

                                                                                                                Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting

                                                                                                              • Arattai App Features Update

                                                                                                                1. Offline Messaging & Sync Enable users to compose messages without internet and deliver them automatically via peer-to-peer methods (Bluetooth/WiFi Direct) when nearby users are available. This would be a game-changer for rural India with unreliable

                                                                                                              • Zoho Books Sandbox environment

                                                                                                                Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

                                                                                                              • How to add Product Add-Ons, Mandatory Forms, and Auto-Save Address in Zoho Commerce

                                                                                                                Hi all, I need help setting up several behaviors in Zoho Commerce. I can’t find the correct configuration options, so I want to confirm whether these are supported or if there is a workaround. 1. Product-Specific Add-Ons (Example: GWB Subscription) When

                                                                                                              • Zohomail

                                                                                                                Im trying to setup email address zoho

                                                                                                              • PROBLEMA

                                                                                                                Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?

                                                                                                              • Forever FREE Business Email with Zoho Mail

                                                                                                                Forever FREE Business Email with Zoho Mail: is it available?

                                                                                                              • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

                                                                                                                Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

                                                                                                              • Formula field number of days between 2 dates

                                                                                                                Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this for

                                                                                                              • 'email address already exists'

                                                                                                                I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and

                                                                                                              • ZOHO reporting DKIM entries are not configured, when they have been configured and verified by 3rd parties

                                                                                                                Why is ZOHO reporting to my organisation users the following: "The DKIM entries in your domain's DNS records are not configured. Please contact your administrator for configuring DKIM to ensure optimal RSVP invite delivery." When I have configured the

                                                                                                              • Manage Bookings directly from Zoho Mail

                                                                                                                Greetings from the Zoho Bookings team! We’re introducing the new Zoho Bookings extension for Zoho Mail, designed to help you view appointments, copy time slots and share booking links without leaving your inbox. This integration brings scheduling right

                                                                                                              • My notes from the past 2 months have disappeared

                                                                                                                Hola, necesito ayuda urgente. Hoy, al iniciar sesión en mi Zoho Notebook como todos los días, me llevé una gran sorpresa al descubrir que todas mis notas de los últimos dos meses habían desaparecido. Estas notas son muy importantes para mí, ya que uso

                                                                                                              • How can I load a network into the cliq desktop app?

                                                                                                                I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create

                                                                                                              • Ability to modify what displays in calendar invite?

                                                                                                                I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

                                                                                                              • Issue with Booking Confirmation Page Not Displaying, Leading to Customer Anxiety and Unnecessary Support Calls

                                                                                                                I am writing to express my growing concern regarding the confirmation process in Zoho Bookings, particularly the inconsistent display of the confirmation page after a successful payment. As a mobile service provider, I rely on Zoho Bookings platform for

                                                                                                              • Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment?

                                                                                                                Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment? I would like to set it up so only staff can schedule appointments. Is this possible?

                                                                                                              • Next Page