Free Webinar Alert! Zoho Mail + Zoho CRM: Turn inbox replies into CRM deals
Hello Zoho Community!
Are your sales conversations happening in Zoho Mail while your customer data lives in Zoho CRM? Join our upcoming webinar to learn how integrating the two can help you automate follow-ups, capture leads faster, and keep every customer interaction connected.
In this live session, we'll show you how to bridge the gap between your inbox and CRM so your team can spend less time on manual updates and more time building customer relationships.
What you'll learn:
- Capture leads from your inbox into Zoho CRM without manual data entry.
- Automate follow-ups based on email replies, opens, and link clicks.
- Keep email conversations and CRM records connected for complete customer context.
- Identify your warmest prospects with real-time email engagement insights.
- Watch live demos and learn practical workflows you can implement immediately—no coding required.
Whether you're in sales, customer success, or business development, this webinar will help you streamline your sales process and ensure that no opportunity slips through the cracks.
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Supritha Suresh
Sticky Posts
Single Folder Archival in Zoho Mail
Dear Zoho Mail Community, Have you noticed and wondered what the banner is about in your Zoho Mail's Archive Policy Settings? In Zoho Mail, users have traditionally archived emails to keep their inbox and active folders clean. While this helped reduceMicrosoft is retiring Exchange Web Services (EWS): Here's what it means for Zoho Mail users
Microsoft has officially announced the retirement of Exchange Web Services (EWS) for Exchange Online. If your organization is planning to migrate from Microsoft 365 to Zoho Mail, you may be wondering what this change means for you. The good news is thatAnnouncing 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. ToSSL Security Certificate Updated - POP/ IMAP and SMTP Servers
We have updated new SSL Certificates for our POP/ IMAP and SMTP servers. pop.zoho.com imap.zoho.com smtp.zoho.com The users accessing their accounts via POP or IMAP may get security alerts mentioning the certificate change. We suggest you to add the certificates to the trusted identities. If you are using the POP Server name as mailpop.zoho.com, please change the server name to pop.zoho.com in the mail client you are using. Please post here, in case you have any further questions. Regards, RamyaPocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖
The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing 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
Mois de la sensibilisation à la cybersécurité 2026 : faites de la sécurité un réflexe avec Zoho
Imaginez : vos systèmes informatiques répondent aux normes de sécurité en vigueur et votre entreprise est assurée contre les cyberattaques. Pourtant, un matin, tout bascule. Vos données sont chiffrées et un message glaçant s’affiche à l’écran : « Si vousSpecifying time increments on a Date/Time field
Hi all, Im using a Date/Time field in my CRM module. At the moment the increments are 30 minutes. How can I change these to be 15 minutes? ThanksWhat's new in Zoho Workplace | August 2026
Hello Zoho Workplace community! Here's a roundup of all the new features and announcements that went live across Zoho Workplace applications in August. Zoho Mail Zoho Mail is now available in AWS Marketplace! AWS Marketplace users can access and subscribeWhat's new in Zoho Social - Q3 recap
Hello everyone, We've rolled out a bunch of exciting updates in Q3, and we're thrilled to walk you through them. Here's a quick look at everything we released in July, August, and September to help you experiment with content, automate engagement workflows,Zoho Books | Product updates | October 2026
Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilitiesThe Social Wall: September 2026
Hello everyone! This month, we’re bringing Snapchat to Zoho Social. You can now connect your Snapchat account and manage your content alongside your other social channels. Whether you want to reach a wider audience through Spotlights or share quick updatesTurning off the recorded welcome in Zoho Webinar
Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team
Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,Zoho Recruit mailserver get blocked by Microsoft!
Hi, We have experienced this issue twice now, where Zoho Recruit outbound IP addresses are being blocked by Microsoft. We are confident that Microsoft is the blocking party, as all outbound emails to candidates with @hotmail.com, @live.com, and @outlook.comOwner's Draw
Example: I have a charge account at ABC Company. During the month I charge one $50 item for my business. I also pick up a $20 item for personal use. At the end of the month, I receive a statement with a balance due of $70 and I want to PAY THE ENTIREMonths of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this?
Months of WooCommerce–Zoho Inventory sync failures and repeated support requests – has anyone experienced this? I run a small retail business using WooCommerce and Zoho One. For months, I have been trying to resolve recurring synchronisation failuresView Cannot Use UPC as Criteria
When creating a new custom view, the UPC field is not available as a criterion for the view. This seems strange, because both ISBN and EAN are available in the dropdown. Because of this, I feel like the situation is possibly an oversight rather than byWhat are the best practices for managing tax records and financial information for a small business?
I’m interested in learning how other small business owners and accounting professionals organize their financial records and prepare for tax filing. With bookkeeping, expense tracking, income records, and tax documents all needing to stay accurate, havingAutomating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,not able to convert pdf to jpg and other forms and vice versa.
i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.How Can I Collect Payments for Credit Sales Directly from Zoho POS Billing App?
We are currently testing Zoho POS for a retail business and have encountered an issue with collecting payments on outstanding invoices from customers who purchase on credit. When we process a Credit Sale, Zoho POS correctly creates an Unpaid Invoice.Indeed has retired Organic (Free) job posting support for Staffing Agency edition users
Dear Zoho Recruit Users, Due to a policy change by Indeed, Organic Job Posting support for staffing agencies is no longer be available in all regions, except Japan. Keep in mind that Corporate HR edition accounts will not be impacted by this change inChanging an existing item to different accounts & inventory-tracked
Hi everyone, I have an item in Zoho Books that was originally set up as a non-inventory item. Over time, I associated it with different sales and purchase accounts, and I now have many invoices, bills, and reports that use this item. My business processLookups and Custom Modules
I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationshipWhy is it so hard to get a fiscal YTD P&L report in Zoho Books?
Yes I know that it could be done in Zoho Analytics, but I would have expected this default report view to be easily accessible in the list of Books accounting reports. Just like any other basic accounting system, I'm looking for monthly columns of theButton or Links order
Is there a way to re-order the buttons or links that are created? Moderation Update: With our recent enhancement to custom button creation from the layout editor, administrators can now reorder custom buttons directly from the layout editor, and thisGrok Bot integrations ASAP
Grok Bot integration is critical. Please hurry. Zoho Books, CRM, all of it needed right away.Bulk updating tags
My organisation handles a number of restricted funds. We previously did this by having a chart of accounts where each restricted fund has its own income and expense accounts. However, our accountant changed this, moving all transactions into accountsZoho Writer Label Template Merge/Print Via API/Webhook/Flow
Short version of goal: To be able to kick off a Zoho Writer Label Template Document via API or Webhook or even using Zoho Flow. As of right now I have been unable to figure out a way to do that. Long version of goal: We would like to press a button (runGenerate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Kaizen #263: Using Zoho CRM Skill to Build Widgets
Hello everyone! Welcome back to another exciting Kaizen post. In the previous Kaizen posts, we introduced the zoho-crm skill.md and explored how it can help with Zoho CRM APIs, Client Scripts, complex COQL queries, and Skill to build Queries. In thisExtracting/automating sign link
Is there a way to copy the sign link to a specific recipient? And also, is it possible to automate the sending of the link to myself or external automation tools? In more details: It can sometimes happen that the recipient email is spelled wrong/unavailableZoho notebook No login
Hello Team, I recently downloaded and installed the latest version of zoho notebook for windows. But I am not able to login without providing any sso or email address. Did you removed the no login feature for this app? This is just a windows app. canSearch is completely broken for PC
I go to note, try to search for "mtga" and it shows 702 results (it's a big note), highlights all letters "m" and I can't find anything. Same for "gathering" - it thinkgs I think only for "g". Looking for "zoho" shows as if I searched only for "z". UsingGenerate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need toBehind a great customer experience is a team
Hi everyone, October is here, and the first week marks the Customer service week. Each year, we thank our customer service professionals. Service professionals are all around us, even in our own workplaces: They handle essential administrative work likeWhat's New - August and September 2026 | Zoho Backstage
Hello everyone, August and September bring a fresh wave of intelligence to Zoho Backstage. AI takes the spotlight with tools that help you create content, support attendees, and manage how AI fits into your events. Alongside AI, we’ve refined email communication,Images Not Displaying Properly in Zoho Desk
Hi, We are experiencing an issue with image rendering in Zoho Desk, affecting both incoming and outgoing emails. Images embedded in email conversations are not displaying properly. Instead, we see broken image icons or empty placeholders where the imagesAnnouncing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCodeZoho Projects - Has something changed regarding to linking Projects and Deals via the API?
I am trying to link Zoho Projects to Deals in CRM using the API, but each time, the Deal Contact is added as a Client user and receives an email invite asking them to join the organisation. These are internal projects and the customer should not haveHow long does it take to review campaigns?
Hello Zoho, i scheduled my campaigns yesterday afternoon and it has been under review for over how many hours and those campaigns were supposed to be out yesterday so new ones can go out today. Is there something i'm doing wrong?Using Mail Merge Template to Print Documents with One Subform Record's Fields per Document
Hello, We have a Mail Merge template created in Zoho Writer which is not able to perform the functionality which is currently required to automate the documentation task portion of our process. The CRM module we are primarily using is based on a "Loans"Zoho Community Digest - September 2026 | Part 4
Hi everyone, and welcome back! The final week of September brought a revamped Books integration in Zoho CRM and Zoho Key Service for LLM access without API keys, Zoho Creator's audit trail becoming a full enterprise-grade auditing system, and Zoho OneAutomate weekly reports from Channels | Zoho Cliq AI use case #01
Scrolling endlessly through numerous threads in a Cliq channel and manually counting how many have been closed, how long people took to reply, and who actually participated can be tedious. After 20 minutes, you might have a number that no one can verify.Zoho Tables is now part of Zoho One!
Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separateNext Page