Zoho Mail Integration Blocks: Automate Email Communication in GC

Zoho Mail Integration Blocks


Integration blocks (formerly known as System Blocks) simplify the technical complexities of configuring webhook blocks in Guided Conversations (GC) by offering the same services in the form of reusable blocks. This makes it significantly easier to build a conversational flow without needing to create webhooks from scratch every time you need to access external services.

With these integration blocks, you can automate tasks that require external services, such as sending emails, fetching information, and updating records, seamlessly within your conversational flows.
                                                                                                                        

Why Use Integration Blocks  

  1. Avoid the hassle of building webhooks repeatedly for similar tasks.
  2. Utilize these blocks whenever and as often as needed.
  3. The blocks are easy to use as compared to creating webhooks since it does not require technical knowledge.
  4. The involvement of developers in the building of the flow will not be required as these blocks are readily available in the flow builder.                                                                                                                       

Zoho Mail Integration Block in GC

The Zoho Mail integration blocks allows you to send emails directly from GC based on user interactions and gathered data. This block is particularly useful for automating communication tasks such as confirmations, follow-ups, and notifications.
 
Block Name
Function
Mandatory Fields
Send Mail
Allows you to send mail based on data collected during the conversation
Email Address Subject, Description

Send Email Block - Use Case Examples  

The Send Email block in GC offers powerful capabilities to automate email communication.
Here are a few scenarios where you can use this block:
  1. If a customer expresses dissatisfaction, you can automatically send a follow-up email to address their concerns.
  2. After a customer places an order via GC, use this block to send a confirmation email containing order details, estimated delivery time, and contact information.
  3. When a new employee is onboarded through a GC bot, send a personalized welcome email along with their onboarding confirmation details.
  4. When a customer creates a support ticket via GC, send an automated email with the ticket ID and follow-up instructions.
  

How to Configure the Send Email Block

To start using the integration block:
  1. Add the Send Email block to your GC flow.
  2. Click Authenticate Now to navigate to Zoho Connections.
  3. Grant Permissions for GC to access Zoho Mail.
  4. Assign a meaningful name to the Block Name (e.g., Order Confirmation Email).
  5. Choose an account from the Account dropdown to send your email.
Notes
Ensure the authenticated account has permission to send emails. 

Input Variable Mapping  

Input Variable Mapping enables the transfer of user-provided or manually entered data to Zoho Mail, ensuring a relevant response. This is accomplished by mapping flow variables to corresponding Zoho Mail variables.

To configure Input Variable Mapping:

  1. Mandatory fields:
    1. To: Recipient’s email address (e.g., {{customer_email}}).
    2. Subject: Dynamic subject line (e.g., Order Confirmation - {{order_id}}).
    3. Description: Email body with variables (e.g., customer name, order details).                                                                                                                      
 

Output Variable Mapping  

Output variables store the response received from Zoho Mail after performing the action. These variables can be used within the GC flow to confirm the status or display relevant details to the user.

To configure output variable mapping:
  1. Map output variables like email_subject or message_id.
  2. Use these variables to display a confirmation to the user that the email has been sent.                                                                                                        
 

Save and Deploy   

  1. Click Save after configuring the mappings.
  2. Test the block by triggering it in your GC flow and verify if it performs the expected actions.

Best Practices   

  1. Ensure the authenticated account has sending privileges in Zoho Mail.
  2. Prefix variables with the block name (e.g., confirmation_email_status).
  3. Use output variables to detect failures and notify users.
  4. Validate edge cases (e.g., empty subject lines, invalid email formats).
  5. Use intuitive block names for easy management in complex flows.
 
 
 

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