1. Email Parser
   
2. Web form

Email Parser

Naming and Module selection

1. Navigate to Setup > Channels > Email and click the Email Parser tab.
   
2. Click Create New Parser.
   
3. In the Create New Parser pop-up, provide the following details:
   
1. A Parser Name.
   
2. Select Requests as the Module in which you want the records with the data parsed from the emails to be created.
   
4. Click Next.
   
   

Prepare Template for parsing

1. In the Give us the email content to be used as template for parsing by drop-down, select the Copy and pasting email content option.
   
   
   
   
2. Paste the sample email content in the pop-up and click Parse.
   
   
   
   The key in the key-value pair is mapped to the fields in the Request module. If the field mapping is not done automatically, then you can select the appropriate field.
   
   
   
   
3. Click Next. 
   

Select Fields to be updated

While adding a record, you can mention a value that a particular field in the module should be updated with. Use the / symbol to add or remove the entries.

Assign Record Owner

Add Approved Email Addresses  

1. Provide the email addresses that you will be sending the emails from to the parser email address.
   
2. Click Add.
   
3. Click Save.
   

Create Workflow

1. Navigate to Setup > Automation > Workflow Rules and click Create Rule.
   
2. In the Create New Rule dialog box, select Requests as the Module to apply the workflow rule to. Enter a Rule Name and a Description and click Next.
   
3. Select the Rule Trigger as shown below and click Next.
   
   
   
   
4. Select the Rule Criteria as shown below and click Next.
   
   
   
   
   
   
5. For Instant Actions, select Function. In the Functions pop-up, select the function you want to associate with the workflow and click Associate.
   
   
   
   
6. Click Save. 
   

Create Custom Function

1. Fetch the contact details from the newly created Request record.
   
2. Search the Contact module for a contact with an email address as the one in the newly created Request record.
   
3. If a match is found, then the newly created Request record will be updated with the details of the existing Contact.
   
4. If a match is not found, then a new record is created in the Contact module and the newly created Request record will be updated with the details of the Contact. 
   

1. Navigate to Setup > Automation > Actions and select the Custom Functions tab.
   
2. Click Configure Function.
   
3. Enter a Name and select Requests as the Module to be associated.
   
4. Add Function Arguments:
   
1. Click Edit Arguments.
   
2. Add an argument for Request ID and click Save.
   
   
   
   
5. In the Deluge Editor, enter the script and click Save.
   
   

Web form   

Create the form  

1. Navigate to Setup > Developer Space > Webforms and click Create Web Form.
   
2. Drag and drop the fields you need in the form and click Next Step.
   
   

Specify form details

1. A Form Name
   
2. The Form Location URL
   This is the URL of the web page where the Request form will be hosted. If the domain name in the Location URL does not match with the URL where the web form is hosted, then the information will not be captured. You can also enter [*] in the  Location  URL field to capture from other/multiple domains.
3. The Landing page URL
   This is the URL of the web page to which the visitor needs to be redirected once the web form is submitted.
4. Choose one of the below options for Assign Owner
   Choose a user: All the records generated through the form will be assigned to the selected user.
   Choose a Request assignment rule: Select an existing assignment rule or create a new one. Records will be assigned to the users based on the rules you set.
5. Enable Notify Request Owner using System Generated Mail or From Mail Template. When a notification email has to be sent to users within the organization, it is sent as a notification from the email address notifications@zohocrm.com.
   
6. Acknowledge Visitor using one of the below two options:
   
1. Choose a default response for all visitors: Choose an Email Template (see screenshot below) that will be used to send email to the leads generated via this web form and a From email address.
   
   
   
   
2. Using Auto-response Rule
   

Embed the form

1. Click Embed options for the Request form.
   
   
   
   
2. Copy the code and paste it in the website where you want the Request form.