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!
SEE ALSO
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
Nanditha Somasundaram Somasundaram
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 areKaizen #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 achievedKaizen #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
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
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 veryI 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 experimentingArattai 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 unreliableHow 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) WhenZohomail
Im trying to setup email address zohoPROBLEMA
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 howFormula 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 andZOHO 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 theManage 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 rightMy 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 usoHow 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 createAbility 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 forIs 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?Is there a way to generate a virtual meeting for a group service in Zoho Bookings?
Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. ThanksWhere we can change the icon in social preview
Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=falseZoho Bookings changes Lead Source
Hi. i would like to know if there's a way for Zoho Bookings to not change the lead source when booking a lead for an appointment as the lead source will be used in a report. Scenario: Lead source: Website after booking an appointment Lead source: Zoho Bookings Thanks. DanNeed to set workflow or journey wait time (time delay) in minutes, not hours
Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integerSuggestion: Associating Assets with Company in Zoho FSM
Hello Team, I would like to share an idea based on practical experience. Currently, all assets in the Zoho FSM Asset module are linked to a specific contact person. I would like to know if it is possible to associate assets with a company instead. ThisZoho Inventory / Finance Suite - Extend Visibility of File Names on Attachment Fields
Hi Inventory / Finance Suite team, I noticed recently that when you add an attachment field to a module in Inventory, only the first 8 characters of the file name are visible on the details view. 8 characters is not a useful amount and there is plentyMany Notes Becoming Unusable
Hello. The Notebook app is becoming unusable. I'm getting odd-looking results from my searches. Some of the notes, after clicking on them, show an update button that does absolutely nothing. Not sure what has happened, but it would be nice to get thisKaizen #218: Actions APIs - Field Updates
Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, and Tasks Update APIs. This week, we will continue with another Actions API - the Field Update API in ZohoHow Contract Types and Templates Form the Backbone of Zoho Contracts
Every contract in Zoho Contracts starts with two essential elements: Contract Type and Template. These are not just administrative steps. They define how every contract in your organization is created, governed, and managed over time. Let us look at theZoho Books Finance Modules Not Accessible in Zoho CRM Mobile App
We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directlyCRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.Zoho learn Custom portal - networkurl & CustomPortalId
I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual How can I retrieve the networkurl and customportalId using the API? IConnecting zoho creator to zoho writer to send prefilled documents
i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho WriterZoho Creator to Zoho Writer for prefilled documents...
In response to the question about connecting Zoho Creator to Zoho Writer for prefilled documents, I wanted to share a working implementation that demonstrates how to use the record_id parameter with the Zoho Writer Merge API. This allows Writer to automaticallyManaging functions
Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have createdIntroducing our latest privacy enhancement - Hiding email IDs in Zoho Cliq Networks
Hello everyone, Zoho Cliq Networks offers a powerful collaboration platform that allows businesses to create dedicated digital workspaces for external vendors, partners, or individuals you want to communicate with professionally without adding them tozoho performance
OVERALL CONFIGURATION OF ZOHO PERFORMANCE Quarterly performance review Self rating and scoring Manager rating and scoringWhen will it be possible to edit Subform records via either views or tabular reports?
Hey there, data maintenance often requires mass update of quite a lot of records. While this is a piece of cake via either List view or Zoho sheet view, the same cannot be carried out for subform records yet. When one of the two options will be made available?Onboarding
Hello Team, Im yuktha working as HR at Ossisto Technologies. We are currently utilizing zoho for onboarding candidate. right now facing issue with onboarding Attaching the screenshots for your referenceArchiving Contacts
How do I archive a list of contacts, or individual contacts?How do I change a form's name? Why isn't this more intuitive?
Can someone please let me know how to change a form's name?Next Page