Integration with Zapier

Integration with Zapier



Zapier is an automation software that allows you to connect different web applications with each other, and move information between them automatically. You can now use Zapier to connect Zoho TeamInbox with other applications around the web. Connect your Zoho TeamInbox account with Zapier, set up your own Zap to build a new workflow, and automate the connection between two apps.


For example, you can set up a Zap such that whenever there is a new incoming email that contains the words "demo request", the sender's email address gets automatically added to your Zoho CRM.


A Zap is an automated workflow that you set up between tasks. A Zap is a combination of a trigger from one web app and an action in another web app.
A trigger is the event that starts the Zap. An action is the event that a Zap performs after it is triggered. You can perform lots of actions with just one trigger.


Supported trigger and action for Zoho TeamInbox 

Trigger - New Message

Triggers when there is a new inbound message or new inbound reply, or a new outbound message or new outbound reply.

Action - Send email

This action will send an email via Zoho TeamInbox when triggered.


Getting started with Zoho TeamInbox in Zapier   

Log in to your Zapier account. If you don't have one yet, you can sign up to Zapier for free.


Creating Zap for Zoho TeamInbox 

Once you connect your Zoho TeamInbox account with Zapier, you can create your own Zaps to link Zoho TeamInbox with other apps. You can use Zoho TeamInbox as the trigger app or as the action app.


Configuring Zoho TeamInbox as Trigger 

  1. Login to your Zapier account.

  2. Click Create Zap on top of the page.

  3. Select the Trigger app. To use Zoho TeamInbox as trigger, in the search field, type Zoho TeamInbox and select the app.

  4. Select the Event you'd like to set for the Zap, from the listing. For Zoho TeamInbox, choose New Message. Click Continue.




  1. In case you had not connected your Zoho TeamInbox account with Zapier earlier, click Connect a new account from the drop down box.


  1. Choose the region where your Zoho TeamInbox account is hosted. You can find this from the URL on the browser once you're logged into Zoho TeamInbox.



  1. Authorize Zapier to access your Zoho TeamInbox data. This will connect your Zapier account with your Zoho TeamInbox account with the required permissions. Click Accept.




  1. Now that you've authorized, click Continue.

  2. Set up the trigger for your Zap by selecting your organization, team and inbox associated with your Zoho TeamInbox account.

  3. Choose the event that should trigger the app. There are four events that you can choose from.

  • Inbound message - A new message that is received.

  • Outbound message -  A new message that is sent out.

  • Inbound reply - A message that is received in an existing thread.

  • Outbound reply - A message that is sent out from an existing thread.

  1. Define the conditions that are to be met to trigger the action. You can add any number of conditions and choose if you want all the conditions to be met or just one condition to be met.

    Following are the conditions you can choose from:

  • Assignee - the thread should be assigned to the user you select.

  • From - the thread will be filtered based on the sender of the message.  

  • To - the thread will be filtered based on the receiver of the message.

  • CC - the thread will be filtered based on the people CC'ed in the message.

  • Subject contains - the thread will be filtered based on the subject line of the message.

  • Message body contains - the thread will be filtered based on the content of the message.


  1. The trigger that you set up is only for the inbox that you have selected. Click Continue.





  1. Click Test trigger to test the trigger that you have set.



  1. You can then proceed to set up an action with a different application.


Configuring Zoho TeamInbox as Action 

  1. Click Create Zap on top of the page.

  2. Configure the app of your choice as the trigger and set the trigger.

  3. To use Zoho TeamInbox as action, in the apps box, type Zoho TeamInbox and select the app.

  4. Select the Event. For Zoho TeamInbox, choose Send Email. Click Continue.



  1. Choose from the already connected Zoho TeamInbox accounts or connect a new account.

  2. Set up the action by entering the details. Click Continue.

  3. Click Test & Continue to test the action that you have set.

  4. Once done, click on Publish Zap.




    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

                                                                                                      • Integration with Zoho CRM

                                                                                                        Zoho CRM is your one solution for all your sales activities. Zoho TeamInbox's integration with Zoho CRM lets you access emails related to a specific contact or lead right from Zoho CRM. With our two-way integration with Zoho CRM you can keep all your ...
                                                                                                      • Asana Extension

                                                                                                        Asana eWidget  Asana is a task management application that lets you manage and organize your teams' projects and goals. With this extension, convert your emails into Asana tasks, manage them better, and create workflows, right from your inbox in Zoho ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



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


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


                                                                                                          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