Emails
How do I resolve the errors that I get during Office 365/MS Outlook integration with Zoho CRM?
During MS Outlook or Office 365 integration via IMAP-OAUTH or POP3-OAUTH protocols, if you encounter the following errors, please follow the respective steps to resolve them. Error: Unable to get SMTP email Log in to Microsoft 365 admin center and ...Can I see all the email added through BCC dropbox in reports?
Yes, emails added via BCC dropbox can be seen in custom reports created for emails. To create the report: Go to the Reports module and select Create Report. Select the Primary module. Select Emails in Select related module. Click Continue. Select ...How can I send mail merge documents through email using Workflow rules?
Yes, you can send documents created through mail merge via email using workflow rules with the help of functions. Read more about creating mail merge templates. To set workflow rule for sending mail merge documents Go to Setup > Automation > ...Why does the number of Opened emails vary when seen through smart filter versus report?
If you filter records based on the email status through a smart filter (list view filter) or reports, you will get different results. This is because, when you use a smart filter to view emails that are "Opened", then all that records that have ...Why was an email received via BCC Dropbox not associated to the deal?
A BCC Dropbox email is always associated with most recently modified deal that does not have probability value as "0" in its current stage. If the probability is zero then two possibilities are there: the email will be associated with the next ...Can Zia identify the intent of an email that came in via the BCC dropbox?
No, email sentiment and intent will not be analyzed in emails that are received through the BCC dropbox. Email intent is only identified for emails that are received in CRM.How do I track the status of emails that are sent from CRM?
You can track the status of emails sent from CRM and SalesInbox using the Email Analytics Report. The report gives you a summary of email statuses based on date, email template, module, and user. In order to view email analytics, Email Insights must ...Can I access my emails through my email client after I integrate my email account with Zoho CRM?
Integrating your email account with Zoho CRM can allow you to view your emails from your email account and a copy of all the outgoing and incoming emails will be associated with the corresponding CRM records, so that you can view them in CRM. You can ...How do I add additional "from" addresses?
Email integration in CRM is generally account specific. This means that each user in a Zoho CRM account must configure their own email account in CRM. There are two ways to add more "from" addresses: You can add additional "from" addresses while ...How can I track the leads that have opened my emails?
The advanced filter is a powerful search tool that enables you to quickly extract valuable sales information which could otherwise take you much longer to find. You can use advanced filters to pull up the leads that have opened your emails. Go to the ...How do I save the attachment from an email to a CRM Record?
Emails received from the customers or colleagues may contain attachments that you would want to save in the CRM record for quick reference. Instead of downloading or attaching the files manually you can use the "Add to attachments related list" ...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 ...I would like to have a unified email address that is the same for both business and customers. For instance, when I change the email address of the business, I have to go to the customers associated with that business and change those addresses too. Can this be done?
You can do this by using custom functions. Read more about how to create and use custom functions here.I have integrated Zoho mail with CRM, and created a filter for emails from leads and contacts to be sent to a separate folder. I have created other filters too, but emails don't go to those specific folders. How can I solve this?
When you're using multiple filters, you may have problems with the ordering of those filters, and the conditions in some filters may also be conflicting with others. An easy way of avoiding this is by defining a 'ToMe' filter, which will ensure that ...Is it possible to send drip campaign emails to a specific group of people in CRM?
Yes, you can send a series of mass emails at regular time intervals using the autoresponder feature in Zoho CRM. Read more in detail about autoresponders here.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 ...Can I archive the emails of sales reps who have left the company, through IMAP integration?
Email backup is only available for POP accounts. IMAP syncs your emails without adding a backup, so you won't be able to archive old emails.While sending mass emails, I keep getting notices saying that some of my emails have been blocked. However, nothing shows up when I run the email bounce report. Is there a different report I should run to know what is happening?
Blocked emails don't get listed in the bounced emails category. So you won't be able to see the blocked emails in reports. Through advanced filters, you can filter records of the blocked emails in the list view. We will be supporting this in future.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 ...Can I login to multiple email accounts using a single browser?
As of now, you cannot login to multiple email accounts in a single browser. You can, however, add more email addresses as aliases, send and receive emails using any of these email addresses. Learn more about how to add an email alias here.Can I send automatic replies to custom emails? For instance, when some of my teammates send emails to a group email ID I have created, I would like to send them an automated 'Thank you' email. Is this possible?
As of now, you can only send an automatic response when you are on vacation or taking a break from checking your inbox. However, this automatic response will be sent to all users emailing you. However, customizing and selectively sending automatic ...I have a group email address which goes to two users. I want to automatically forward any email that comes into the group email address to an external email account as well. Can this be done?
If you have setup Filter based forwarding or are forwarding emails to a different email account, you need to first verify the account, for the forwarding to be enabled. When you create groups, you can directly add the external email address as an ...How can I filter emails from the same senders? How can I mark an email that needs to be answered and get daily alerts until it is answered?
You can create filters based on the From addresses of the senders. Read more about it here. To get alerts for regular followups with your leads and contacts, you can either create a recurring task to get daily reminders to reply to an email, or setup ...I have a free account for my business, but am unable to add more than one email address to my account. How do I add more emails to my account?
You can create and use email aliases to add more than one email address to your account. Read about how to setup email aliases here. If you want to create a new email address and use it as a separate account for another user in your organization, ...When an email sent through Zoho Mail is opened by a customer, it doesn't always show a notification in the SalesSignals feed. Why?
You can only track email notifications in SalesSignals for your own records. Ensure that you have sent emails to your own records after you've enabled email insights. You will be notified immediately. Read more about enabling email insights here.Is it possible to filter messages based on the specific word or phrase in the body of the email?
You can filter messages based on the content in the body of the email. Read more about condition-based filters here.Is there any way to ensure that emails that are deleted from Zoho Mail don't get deleted from Zoho CRM?
The emails that you view as a part of the mail add-on inside Zoho CRM are shown based on the data in your Zoho Mail account. So deleting these emails from Zoho Mail will also delete them from Zoho CRM, as there are no duplicates generated.How do I prevent duplicate leads and contacts from getting created, when those leads and contacts use multiple email addresses to communicate?
You can use unique fields to prevent duplication of leads and contacts. For instance, if a lead or contact has a different email ID but other fields, such as name, contact number, or mobile phone number are the same, you can mark name as a unique ...Will Zoho Mail synchronize with Outlook through POP configuration?
No, Zoho Mail will synchronize with Outlook only if you have IMAP configured.Can I allow leads to opt out of emails from Zoho CRM?
The best way to allow leads to opt out of emails from Zoho CRM is by using Unsubscribe Forms. Follow these steps to create Unsubscribe Forms: Go to Setup > Developer Space > Webforms > Unsubscribe Form. In the Unsubscribe Form page, do the following: ...How can I automate the sending of emails? For instance, when a new lead is added to the database, I would like a welcome email to be sent to that lead, or schedule emails to be sent to leads.
You can automate the generation of emails using workflow automation. Create a workflow rule for the leads module and choose to trigger an email on lead creation. You can either choose to send the email immediately or schedule to send it at a later ...While accepting a calendar event notification within Zoho Mail, how do I get the Calendar event I just accepted to be in my Zoho CRM calendar by default?
Go to Settings and 'Select Calendar invites by email' section. Under the option Add Invites by email to select Zoho CRM calendar.I run a SaaS business that sells subscriptions to schools, and also sell advertising space on my app. How can I set up main and sub accounts inside the CRM to get a complete picture of what businesses advertise on the main school account?
You can use multi-page layouts to have different databases of a CRM account in different layouts. You can also generate reports for this.I lost the filters that I had set up in Zoho Mail, while switching to SalesInbox. How can I sync the filters between Zoho Mail and SalesInbox?
SalesInbox in CRM functions differently from Zoho Mail, as it gives you the CRM view of your leads, contacts and deals. You can, however, get the filters from Zoho Mail reconfigured to SalesInbox through these steps: Export the filters from Zoho ...Emails that are forwarded from one of my other email addresses end up in the Quarantine. How can I prevent this domain from going to the Quarantine?
You can specify the domain that you want to be excluded from the Quarantine in the Spam Control section. Follow these steps to add a domain to the exclude list: Login to your Zoho Mail account as the administrator. Click on Control Panel > Mail ...I am getting spam emails repeatedly from the domain of a particular organization. How can I blacklist this domain?
Follow these steps to blacklist the sender domain of an organization: Login to your Zoho Mail account as the administrator. Go to Control Panel > Mail Administration > Spam Control > Blacklist. Select the email delivery option as Reject email and add ...Can I copy an email that I've received in Outlook to Zoho CRM without setting up an integration? I would like to select an email from my Outlook inbox, click on a button, and have it go to Zoho CRM.
You can use the Zoho CRM plug-in for Microsoft Outlook to add emails manually from your Outlook account to Zoho CRM.Can I edit the content of an email template as soon as I select it? In other words, will a template open as a draft so I can edit it?
You can't edit the content in an email template as soon as you open it. You can, however edit content using the Send Email composer for individual emails. When you select your template in the composer, it automatically loads in the editable mode. ...How can I automate the sending of emails? Say, for instance, sending a welcome email or scheduling emails to be sent to leads.
You can both automate and schedule the sending of emails using workflow automation. You can create a workflow rule for the leads module and choose to trigger an email when the lead has been created. Learn more about creating workflow rules here.Is there a way for both Gmail and Zoho CRM emails to work together? Deleting an email from one account should delete it from both accounts. Is this possible?
You can configure Gmail using IMAP and sync your emails seamlessly. After the configuration, your emails, once deleted from your Gmail account will be deleted from your Zoho CRM account as well.Next page
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