Introducing Zoho CRM's all new email configuration

Introducing Zoho CRM's all new email configuration

Last modified on May 23, 2024: 
  • Moderation Date—Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the benefits outlined below, along with upcoming email enhancements that are exclusively offered on the new configuration, please do not hesitate to reach out to us at support@zohocrm.com.

  • Moderation Date—May 23, 2024: Please note that if you have an account with the old configuration and disconnected email integration, you will not have the option to update or edit the configuration. Instead, you will need to integrate your mailbox again in Zoho CRM. This reconfiguration will be considered a new setup and will not be recognised as the previous configuration. Therefore, migration is not required to receive the benefits listed below.

Dear All, 

We're thrilled to announce the release of Zoho CRM's new email configuration, which includes a range of exciting new features and improvements that will transform the way you manage your email. Without further ado, let's have a quick look at the most important enhancements and highlights. 

New features and enhancements   

Modern authentication support for Microsoft Office365 and Outlook

Microsoft no longer supports their basic authentication method. With our latest enhancement, we've introduced modern authentication support so that you can now securely and easily integrate your Office365 and Outlook accounts with Zoho CRM without requiring repeated sign-ins.

Email backup for IMAP users

We've introduced a backup option for IMAP users with this new configuration. However, please note that this feature is only available for users who use an IMAP integration with the new email configuration. For users without an IMAP integration or an old IMAP account, this feature will not be available.

SalesInbox support for POP3 users

Integrating your email account via POP3 will now create a SalesInbox account automatically. Previously, POP3 users had to integrate their CRM account with Zoho Mail, which created an Email module in the CRM account. With this new enhancement, emails will now sync with SalesInbox directly, and as a result, the Email tab will be removed from CRM for all users. Additionally, you can now import filters during the integration process itself. 

Email workflows for POP3 users

We are now extending this facility to POP users. It enables you to create custom workflows for incoming, outgoing, and received emails to automate and streamline aspects of your email management and improve your productivity.

Email deal association

This feature now extends to POP3 users. It enables you to track and manage your deals easily by associating specific emails with individual deals. You can do this in two ways:
  • Automatically link the contact's emails to deals based on a predefined prediction pattern.
  • Manually link the contact's emails to a deal.
This way, you can easily follow up on or close a deal with distinct associated emails, rather than having all the contact's emails listed together.

Enhanced configuration page UI

We've updated our configuration page UI to make it more intuitive and user-friendly, so you can configure your email settings more easily.

'All' view in related list

You can now view all your emails in a related list, which makes it easier to manage your emails. However, please note that this feature will not be available if there is at least one old POP user in your organization, or at least one user with the Gmail API integration.

Zia for emails

Zia's AI capabilities offer some handy email solutions. It can help you capture important information from customer emails, as well as automatically suggest engaging subject lines to boost the open rates of emails; or, without even having to read an entire email conversation, you can determine the sender's intent and emotion, thanks to Zia's analysis.

In line with Zia intelligence features for email, we've added some enhancements which will be available only for the new email configuration. Here's a list of those features:
That's all for the latest enhancements. Let us know your thoughts and feedback in the comments below!
 
Thanks!
Nizamuddin Sohel SK

P.S. These enhancements will be accessible in all the new email configurations (i.e. configured after Nov 2022) across all DCs. For the enhancements in Zia Email intelligence, you can check for availability in your DC by referring to the respective feature links mentioned above.


    Access your files securely from anywhere


            Zoho Developer Community





                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                      • Ask the Experts



                                          Zoho Marketing Automation
                                                  • Sticky Posts

                                                  • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

                                                    Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
                                                  • Effortlessly analyze a report with contextual quick-view filter

                                                    Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
                                                  • Enrich your CRM data and keep them updated

                                                    You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                                  • Gamescope is leveling upto Motivator for Zoho CRM

                                                    Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
                                                  • FAQs on Approval Process - Post your Questions

                                                    Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address


                                                  Manage your brands on social media



                                                        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 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

                                                                                                  • Detail Profit & Loss, how to do in Zoho Books?

                                                                                                    Is there any way to generate a detail profit & loss (Income Statement) from Zoho Books like the one in QuickBooks? I have 2 clients looking to jump from QB but this 1 report is the deal breaker if not available. They both audit their books from the detailed
                                                                                                  • Assign Templates to a Branch

                                                                                                    Hi, In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the same
                                                                                                  • Agent view history on tickets

                                                                                                    We are converting to Zoho Desk and am curious if there is a feature that we have in our existing ticketing platform. In our current system, we are able to see which agents have viewed a ticket. It includes their first read and last read of the ticket.
                                                                                                  • Introducing an option to set comments to public by default

                                                                                                    Hello all, Greetings! We are pleased to announce that Desk's user preferences now brings an option to set a comment type as Public or Private by default. In addition to setting reply buttons as defaults, Agents or Admins can now choose to make their ticket
                                                                                                  • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(2/27)

                                                                                                    ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 2月開催のZoho ワークアウトについてお知らせします。 今回は久しぶりに品川にて「オフライン開催」します!! ▷▷詳細はこちら:https://www.zohomeetups.com/workout_tky202502 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。
                                                                                                  • Does Thrive work with Zoho Billing (Subscriptions)?

                                                                                                    I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
                                                                                                  • Rollup summary for custom module

                                                                                                    Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
                                                                                                  • Simple Deluge Script

                                                                                                    Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name
                                                                                                  • Assign default Location + warehouse to Customer / Vendor

                                                                                                    Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
                                                                                                  • Knowledge Base article lists

                                                                                                    Is it possible to adjust the number of articles that are visible under a category of the Knowledge Base portal? Currently it looks like by default it populates about 5 articles before it puts the "more" option at the bottom. Looking to see if I can extend
                                                                                                  • can we add all the SC ticket folder for all of the tickets to sellers past and present?

                                                                                                    Hi. How can we add tickets to a folder for organizing tickets
                                                                                                  • Rejected forward emails

                                                                                                    I am currently trying to set up a Desk system, and the issue which I am stuck on is that when I have a set a rule from the previous email domain to forward all emails to the new ZohoDesk One - I get a bounce back. The bounce back reads that the recipient
                                                                                                  • Is it possible to trigger an action to automatically create a Deal when an email sent to a contact is opened?

                                                                                                    Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the email
                                                                                                  • Customer Display Name

                                                                                                    The Customer Display Name defaults to only the first name.  Is there a setting to make it default to display both the first and last name? Thanks, Bryan
                                                                                                  • Meeting invites not showing meeting info

                                                                                                    Since yesterday, meeting invites show up with the calendar icon, yet the meeting card (where you normally see the option to accept, the meeting date/time, etc.) is not showing. I've tried different browsers, and the desktop (lite) app. All present the
                                                                                                  • Sync Gmail for Admins

                                                                                                    Hello. We migrated from gmail to Zoho mail a few years ago, but some users want to be able to use gmail. I have set up dual delivery in the Zoho Mail Admin console. This is working fine. I can't figure out how to sync outgoing emails. Specifically, if
                                                                                                  • Setting Up Direct Mail Campaigns

                                                                                                    If I need to set up a 5 step direct mail campaign is that possible? Basically every week I upload names from a CSV to Zoho and then would need to mail them every 45 days for about 6 months. I would want to be able to take names off the list when they say their house is sold or that they don't want to be contacted. I don't necessarily need to have it integrated with click2mail or anything but would at least need to be able to export the file in a CSV/excel for each mailing.  Does anyone know if that's
                                                                                                  • Restrict Payment Methods

                                                                                                    Allow us to restrict certain payment methods specific for each customer.
                                                                                                  • Gravity Forms plugin not passing some fields

                                                                                                    I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
                                                                                                  • New ZOHO Mail Setup for my Website

                                                                                                    Respected Team, I need to know that Can I create a Zoho Mail for my that website Apkqad.com that already have ZOHO Mail setup, actually I have forgot my gmail account on which I created zoho setup for my website, But is it any possibilities that I can
                                                                                                  • Help with cookie code, utm variables are overwritten on every page load with new variables

                                                                                                    Hi all, My goal is to track the very first web page that a user visits, and store those utm values throughout all of the future visits until a lead form is submitted. That way, if a person is retargeted, I can still attribute the very first visit as the
                                                                                                  • SA data center for ZOHO

                                                                                                    I think there is an issue in zoho.sa , a lot of apps are not working well
                                                                                                  • Zoho Desk - Archiving Contacts

                                                                                                    Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.
                                                                                                  • Why does only the first itemized description appear in reports?

                                                                                                    I've noticed when I itemize an expense and there are several lines, only the first itemized line description appears in reporting. So for example, let's say I have a $525 expense that comes in on my bank account where I bought a $25 keyboard and a $500
                                                                                                  • TASKS - Dashboard to show ALL Tasks from ALL apps.

                                                                                                    The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us
                                                                                                  • SalesIQ Channel Icons for Ease of Reference

                                                                                                    Hi, team! It would be neat if on the mobile SalesIQ app, similar to its web counterpart, we could see the unobtrusive icons for social media channels for all chats. Now that I have multiple such channels (so cool!), it helps visually separate them, seeing
                                                                                                  • Annoying Social Messaging Auto-Prompts

                                                                                                    Hello! I love the idea of integrating SalesIQ with messaging channels like Facebook Messenger and Instagram. However, the way the SIQ throws the initial prompts feels annoying and too robotic. I'm attaching a few screenshot samples, just the resent ones.
                                                                                                  • Can i integrate bigin with google voice?

                                                                                                     I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad
                                                                                                  • Mass Change Start Date in Recurring Invoice

                                                                                                    Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can be
                                                                                                  • Can Clients have Access to their record Attachments in Client Portal

                                                                                                    Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!
                                                                                                  • Access of Activities Module in CRM to Client Portal?

                                                                                                    I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to the clients to their realtime status of the work going on and they can track the
                                                                                                  • Zoho CRM and Books integration (related list) column customization

                                                                                                    I was wondering if it's possible to add more cloumns (more informations) inside the related list that we get when we enable the integration. As you see we would like to be able to add more information on the invoice (or the same for PO in vendor).
                                                                                                  • VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

                                                                                                    Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
                                                                                                  • AGE field from DATE OF BIRTH Field.

                                                                                                    HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?
                                                                                                  • Create Dashboard with information pulled from multiple modules?

                                                                                                    I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). I am new to using Zoho but am trying to help streamline our processes
                                                                                                  • Zoho Books -> CRM Custom field sync for contacts

                                                                                                    I use a custom field for my three different brands. Since I wanted to start a newsletter I recogniced there is no option to import from Zoho books to Zoho campaign. Only through CRM. I can't sort my customers because the custom field is not synced to
                                                                                                  • Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices

                                                                                                    Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the
                                                                                                  • GETTING ERROR

                                                                                                  • Update document template using zoho.sign.updateDocument

                                                                                                    I can't find a complete example on the structure to update an existing document in Zoho Sign using zoho.sign.updateDocument. I am calling this function from a Zoho Creator Function. What I want to update is document data and they are text, boolean, and
                                                                                                  • Layout Rules / Quick create

                                                                                                    Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
                                                                                                  • Next Page