Email Parser in Zoho CRM

Email Parser — Overview

Email Parser — An Overview

One of the most important and foremost steps in the sales process in any business is lead generation, as the quality of leads generated ultimately determines business growth and revenue. It is also one of the most tedious processes as it involves keeping up with large volumes of data. You need to collect as much information about the leads as possible in order to effectively follow up with them, convert them to qualified customers and strike business deals with them.  The less data you have on a leads, the less likely it is for you to convert them. Conversely, the more complete your data is on your leads, the better informed you are about their needs. This way, you are better placed to have more meaningful conversations with them.

Data such as the name of the lead, the company they are with, team/company size, region, branches, previous transactions, their requirements and so on are crucial for lead conversion. This is why lead generation could be a tedious process — because there is just a lot of information to process and you may drown in this complexity and miss out on recording appropriate details in your CRM for follow up. Remember, a missed lead is equal to a missed opportunity.

Adding to this complexity is the fact that there could be several sources of leads for you such as webforms, emails, calls, social media and third party references. You need to make sure that leads via all these channels are added as individual lead records in your CRM system. While all of these sources are important, at this juncture, we are going to talk only about emails. If you are struggling to keep up with the pace of email enquiries and are looking for a more efficient way to record email enquiries in CRM, then Zoho CRM's Email parser is for you.

When you should use email parser  —  Business context

Email parser is ideal to be used when you receive a large volume of emails that follow a similar template on the body of the email with certain variable values. For example, consider that you receive an enquiry email with the following lead line:
"Hello. My name is  John Smith . I am the  Head of Sales  at ABC  Corp ".

You receive a second email that says:
"Hello. My name is  Erin Rocks . I am the  Vice President  of  XYZ Inc ".

Similarly you may receive thousands of enquiries in this templated format, where the rest of the email content would be the same, and the dynamic values that change would be the name of the sender, their title, company and other such details. In such cases, instead of manually creating records from these emails, you can simply instruct CRM to extract these dynamic values as CRM fields and automatically create records.

Learn more about how to configure email parser in Zoho CRM. 

    Access your files securely from anywhere

      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
        Redefine the way you work
        with Zoho Workplace

          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 Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              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

                                                                                                              • Email Parser

                                                                                                                To know what's new and what has changed in the all-new email parser, visit this transition document. What is email parser? Email parser is a data extraction tool in Zoho CRM that helps an organization in various business functions such as lead ...
                                                                                                              • Troubleshooting Email Parser

                                                                                                                1. The parser email is in the invalid email section. Reason The content in the email doesn't match the content of the parser The content in the email has different spacing or merges the characters in the same line This is the valid format for parser ...
                                                                                                              • Your Guide to Zoho CRM Email Tools

                                                                                                                Introduction to Email Efficiently nurturing potential customers and building strong relationships is a core function of CRM. While email serves as a primary customer interaction channel, using separate email and CRM systems can lead to challenges in ...
                                                                                                              • Email Insights: An Overview

                                                                                                                Email remains a primary communication tool with customers within many organizations. However, tracking interactions for multiple emails sent through a CRM system can be challenging. Key questions might include: Has the customer opened the email? Did ...
                                                                                                              • Email Association With Deals

                                                                                                                Viewing contact roles' emails within a deal's record and linking them with deals is available for all users in all DCs, for organizations whose users have have all switched to the latest email configuration. Email conversations play a vital role in ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

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



                                                                                                                  eBooks

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



                                                                                                                  Webinars

                                                                                                                  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