FAQs on Email | Online Help - Zoho CRM

FAQs on Email

1. I have a limit of 500 emails per day but can send only 300 emails, as duplicate emails get sent to the same contact. How can I prevent duplicates from being sent while sending mass emails?

You can prevent duplication by enabling a duplicate check for the email address as a unique field. Follow these steps to enable the duplicate check:
  • Go to Setup > Customization > Modules and Fields.
  • Select the Leads module.
  • Go to the Email Address field, click More [...] and select Do not allow duplicate values.
  • Click Save. 
You can now avoid duplicate email addresses. 

2. Does Zoho CRM have an automated email generator option in the Leads section? Can leads be imported in the CSV format to auto-generate those emails?

Zoho CRM doesn't have an automated email generator option in the Leads section.
However, you can generate web forms to capture leads from your website. Read more about generating web forms here.
You can then import leads in the CSV format, and create a workflow rule to automatically send emails to these leads.

3. Emails that should be in my inbox end up going to spam. How do I prevent this?

If legitimate emails are marked as spam, right click on the particular email and mark it as Not Spam. 
When the emails are marked appropriately, Zoho Mail automatically adjusts the classification and whitelists these senders. If the emails go to spam even after the sender's address has been whitelisted, it could either be due to incorrect standards followed by the server through which the email has been sent, or due to SPF failure. 

4. My mass email limit has not been exceeded. Why am I still unable to send more emails in bulk?

You may be unable to send more emails in bulk if you're using a different Zoho CRM Edition. Your mass email count is calculated on a day-to-day basis, where 12 AM to 11.59 PM GMT is considered one day, based on your organization's time zone.
The mass emails per day include Auto-responders, active Email SchedulersMacros and Mass emails.
You can increase your mass email limit to 2250 per day, per organization at an additional cost. Please write to us at sales@zohocorp.com to increase your mass email limit. Also, check out the Zoho Campaigns Integration with Zoho CRM. You can easily plan, execute campaigns and track the responses from contacts in CRM to make better sales decisions.

5. How do I get the Calendar event that I accepted in Zoho Mail appear in my Zoho CRM calendar by default?
  1. Go to Settings and 'Select Calendar invites by email' section. 
  2. Under the option Add Invites by email to select Zoho CRM calendar. 

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW

                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now

                                                        • Related Articles

                                                        • FAQs on Accounts

                                                          1. How to associate a group of accounts under a single parent account? In Zoho CRM's Accounts module, you can create Child Accounts under a Parent Account using the Member Accounts option. Member Accounts are secondary accounts added to an existing ...
                                                        • FAQs on Leads

                                                          1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...
                                                        • FAQs on Workflow

                                                          1. How can I disable workflow rules for Standard users? Workflow rules can be defined by any user with the 'Manage Workflow' permission. By default, the Standard profile user also has this permission and you cannot change it. However, you can create ...
                                                        • FAQs on Approval process

                                                          1. What is an approval process? Approval processes allow organizations to automate the approval of various business activities. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, ...
                                                        • FAQs on Audit Logs

                                                          1. What is an audit log and how is it helpful? The audit log, also known as the audit trail, keeps a record of all the actions that are performed by every user in your CRM account, displayed in chronological order. An audit log can help identify ...



                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.

                                                          Zoho Show Resources