Kaizen #97 - Email APIs
Howdy, tech wizards! Welcome back to another exciting post in our Kaizen series.
This week, we will explore how to leverage the power of APIs to manage and interact with emails within the Zoho CRM platform.
Consider you are the Manager of a technological company called Zylker Technologies, which uses Zoho CRM. You want to email a client using your organization's email ID and manage the reply emails within your CRM account. The first step in bringing your organization's email to your CRM account is IMAP/POP3 configuration.
Email Configuration
Zoho CRM supports email integration via Internet Messaging Access Protocol (IMAP) and Post Office Protocol 3 (POP3). These are email protocols that standardise the exchange of mails between the servers and clients.
|
IMAP
|
POP3
|
|
IMAP keeps emails on the server and allows you to access them from multiple devices.
|
POP3 downloads emails to a local device. You can either keep a copy of them on the server or remove them to manage the storage of your web server.
|
|
It synchronises email actions (read, delete, move) across all devices, providing a consistent email experience.
|
It does not synchronise actions across devices, making it challenging to manage emails on multiple devices.
|
|
IMAP is ideal for users who need to access their emails from different devices or prefer centralised email management.
|
POP3 is suitable for users who prefer offline email access and want to save storage space on the server.
|
Following steps will help you to integrate your email with Zoho CRM.
- Navigate to Setup > Channels > Email > Email Configuration to choose your email service.
- Under choose the protocol to configure select IMAP or POP integration based on your email service provider and business needs.
Once you configure the IMAP/POP3 mail, the
SalesInbox
tab will sync and display all your mails.
Now that we have everything ready, we will take a look at how to email your clients using APIs.
Emailing a Client using API
Request URL
: {api-domain}/crm/{version}/{module_api_name}/{record_id}/actions/send_mail
Request Method
: POST
Scope
: ZohoCRM.send_mail.{module_name}.CREATE (or) ZohoCRM.send_mail.all.CREATE
Supported Modules
: Leads, Contacts, Deals, Accounts, Sales Orders, Purchase Orders, Invoices, Quotes, Cases, and Custom.
Request Body
:
{ "data": [ { "from": { "user_name": "Patricia Boyle", }, "to": [ { "user_name": "Christopher Maclead", } ], "cc": [ { "user_name": "Jack Williams", } ], "org_email": true, "consent_email": true, "mail_format": "html", "subject": "Test Email", "content": "<h3><span style=\"background-color: rgb(254, 255, 102)\">New Product Launch is on Aug 15,2023!</span></h3><h3><span style=\"background-color: rgb(254, 255, 102)\">REGARDS,</span></h3><div><span style=\"background-color: rgb(254, 255, 102)\">AZ</span></div><div><span style=\"background-color: rgb(254, 255, 102)\">ADMIN</span></div>" } ] } |
You can also use other request JSON keys mentioned in
this
document to send an email. When you email a client, the email automatically gets added to the related lists of the record specified in the request url.
There are a few other conditions that you need to check while emailing a client using the Send Mail API.
(i) from Addresses
As you are sending the email from your CRM account, you should use only the IMAP/POP3 configured email IDs. To know the configured email IDs of your CRM account, make a GET API call for the
list of allowed "from" addresses
.
Request URL
: {api-domain}/crm/{version}/settings/emails/actions/from_addresses
Request Method
: GET
Scope
: ZohoCRM.settings.emails.READ
Response
:
{ "from_addresses": [ { "default": true, "user_name": "Patricia Boyle", "type": "primary", }, { "user_name": "Jack Williams", "id": "5545974000000434026", "type": "pop", }, { "user_name": "Patricia Boyle", "id": "5545974000001222005", "type": "org_email", } ] } |
- The API lists the email addresses configured in the IMAP/POP3 accounts (
imap
and
pop
), the email ID used to sign in the CRM account (
primary
) and the configured organization email addresses (
org_email
). You can use any of these email addresses to email the clients.
-
The
default:true
denotes the default
from
email address configured for UI usage. This will auto populate the
from
email address while emailing a client via UI. Anyhow, you have to specify the
from address
in the send mail API.
- If the email with type:org_email in this API response is used as a from address of the send mail API, the org_email key in the same send mail request body has to be marked as true .
(ii) Modules that are Applicable for using Templates/Inventory Templates
Consider you want to send welcome emails to all of your new leads. You cannot manually draft a welcome email every time Zylker gets a new lead. Instead you can create a welcome email template and insert it to the draft.
To insert template/inventory templates while emailing a record, make a
Metadata API
call of the particular module and check for the key
inventory_template_supported
.
- inventory_template_supported: true states you can add inventory templates in the body of the mail.
-
inventory_template_supported: false
states you can add only the email templates and not the inventory templates in the body of the mail.
In our case, you want to send welcome emails to leads. So, let us check this key for the module,
Leads
.
Since
inventory_template_supported: false
for Leads, we can
add only email templates
to its records. Below is the request body of the send mail API with welcome template,
{ "data": [ { "from": { "user_name": "Patricia Boyle", }, "to": [ { "user_name": "Carissa Kidman", }, { "user_name": "Felix Hirpara", }, { "user_name": "Kayleigh Lace", } ], "cc": [ { "user_name": "Jack Williams", } ], "mail_format": "html", "subject": "Welcome to Zylker", "template": { "id": "5545974000000640001" } } ] } |
Associate an Email with a Record
Though Zoho CRM supports email Integration, sometimes you may want to import emails from a different email service provider and add them to certain records. You can use this API for adding only particular emails to a record without completely synchronising or integrating the email service provider with Zoho CRM.
Request URL
: {api-domain}/crm/{version}/{module}/{record_id}/actions/associate_email
Request Method
: POST
Scope
: ZohoCRM.modules.emails.ALL (or) ZohoCRM.modules.{module}.ALL
Supported Modules
: Leads, Contacts, Quotes, Invoices, Sales_Orders, Purchase_Orders, Deals, Accounts and Custom.
Request Body
:
{ "Emails": [ { "from": { "user_name": "Patricia Boyle", }, "to": [ { "user_name": "Christopher Maclead", } ], "cc": [ { "user_name": "Jack Williams", "email": "jack.williams@zylker.com" } ], "subject": "Test Email", "content": "<h3><span style=\"background-color: rgb(254, 255, 102)\">New Product Launch is on Aug 15,2023!</span></h3><h3><span style=\"background-color: rgb(254, 255, 102)\">REGARDS,</span></h3><div><span style=\"background-color: rgb(254, 255, 102)\">AZ</span></div><div><span style=\"background-color: rgb(254, 255, 102)\">ADMIN</span></div>", "mail_format": "html", "date_time": "2023-07-27T22:24:12+05:30", "sent": true, "linked_record": { "id": "5545974000002858070", "name": "Mega Deal", "module": { "api_name": "Potentials", "id": "5545974000000002181" } }, "original_message_id": "000146" } ] } |
This sample input JSON is for linking an email to a record in Deals.
The
original_message_id
key is the unique ID provided by any email service provider after sending an email. To avoid adding an already existing email to a record, this unique ID has to be specified while adding an email to a record.
Now as a manager, you may want to associate the sales reps' emails with the corresponding records they have handled. To achieve this, add the record owner's ID to the owner key in the request body. Only users with admin profile can perform this action.
The API extends its horizon to associating emails with the inline images to a record. For this, you have to upload the image to Zoho File System using the
Upload files to ZFS API
. Ensure you specify the parameter
"type":"inline"
while uploading the inline images to the ZFS.
The ID provided in the response of this API has to be specified in the content key of associate email to a record API as follows:
"content": "<h3><span style=\"background-color: rgb(254, 255, 102)\">New Product Launch is on Aug 15,2023!</span></h3><h3><span style=\"background-color: rgb(254, 255, 102)\"><img class=\"ZCrmImage\" src=\"crm\/img_id:c5afdcdbe17cd7bcee305c1a23067169caf522cbf76ed9d1c9c06408b22888ee\"></span></h3><h3><span style=\"background-color: rgb(254, 255, 102)\">REGARDS,</span></h3><div><span style=\"background-color: rgb(254, 255, 102)\">AZ</span></div><div><span style=\"background-color: rgb(254, 255, 102)\">ADMIN</span></div>" |
Zoho CRM also offers API support to fetch all the
emails of a record
, list the users with whom a
record's emails are shared
, and download
email attachments
and
inline images
. They help us to streamline email-related processes, enhance communication, and maximize the efficiency of email management.
We hope you found this post useful and engaging!
If you have any queries, feel free to drop them in the comments section below or reach out to us directly at
support@zohocrm.com
. We eagerly await your thoughts and feedback on this!
Keep an eye out for more valuable insights on our developer space!
Cheers!
Additional Reading
- Email Configuration for IMAP/POP3
- GET Modules API
- Emails of a Record
- Shared Details of an Email
- Download Email Attachments
- Download Inline Images of an Email
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