POP/POP3 Emails Tab

POP/POP3 Emails Tab

Users have the capability to seamlessly send emails to their customers directly from their CRM platform. In this guide, we'll walk you through the steps to accomplish this using the POP/POP3 protocols.
This feature is available for POP users in old email configuration. Email Tabs will no longer be available rather we have SalesInbox support for POP users in new email configuration. For more details, please refer to this community post.

Through the Emails Tab

Once you've set up your email services using the POP3 protocol in your Zoho CRM account, you'll notice the addition of an Emails tab. From this tab, you can effortlessly send emails to the contacts stored within your CRM. These sent emails will then be listed under the Emails related section of the respective record.


To send emails from the emails tab  

  1. Go to the Emails tab and click New Mail.
  2. Enter the email in the To textbox.
    You can also type @ followed by the record name, to send an email to that record.
  3. Compose the email and click Send.
    The email will be displayed under the Emails related list section of the record.

Through third-party email providers

By adjusting a few straightforward settings, you can seamlessly send emails from your account with Gmail, Yahoo, Outlook, and so on, and have them appear as sent items both in Zoho CRM as well as Zoho Mail.

To enable this feature, follow these steps to configure the Zoho Mail filter for your email service provide's POP account:
  1. Log in to Zoho Mail, click Settings > Mail Organization > Filters > Add Filter.
  2. In the Filters page, do the following:
    1. Add a Filter Name.
    2. For the message criteria, select Sender Is with your Gmail account (...@gmail.com), Outlook account(...@outlook.com), and so on.
    3. In the Move to Folder option, browse and select Sent.
    4. Click Save.

Note:

The above option works only if you have integrated your email service providers, such as Gmail, Yahoo, or Outlook, with Zoho CRM.



    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

                                                                                                          • Managing Emails

                                                                                                            Manage filters in Zoho SalesInbox When your Inbox is flooded with emails from various people - customers, advertisers, colleagues - finding a specific email is like looking for a needle in a haystack.You may be looking for an email from an important ...
                                                                                                          • Compose, Organize and Configure Emails

                                                                                                            Zoho SalesInbox lets you compose and send an email to your leads, contacts and others easily. Following are some useful features in SalesInbox with respect to composing an email. When you compose your email, SalesInbox suggests contacts and leads ...
                                                                                                          • FAQs: Mass Emails

                                                                                                            1. How do I send mass emails from CRM using my SMTP server? Mass emails can be sent via your SMTP servers using email relay. To set up email relays, you will have to connect your SMTP server with the Zoho CRM server. To configure email relay settings ...
                                                                                                          • FAQs: Emails

                                                                                                            How can I view the status of emails sent or received in my CRM account? A CRM user can view the status of emails sent or received to the customers on the record detail page under the Emails related list. What are the different Email delivery status ...
                                                                                                          • FAQs: Workflow for Emails

                                                                                                            What's workflow rules for emails and why do I need it? In Zoho CRM, workflow rules for emails allow you to automate and streamline your communication processes. Workflow rules are a set of instructions that you can define to trigger automatic actions ...
                                                                                                            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