How to obtain data about outbound emails for Leads in Zoho Analytics

How to obtain data about outbound emails for Leads in Zoho Analytics

Hello!
I'd like to monitor Sales persons activities regarding to Leads  (to check if sales persons make any activities with Leads) in Zoho CRM. So I'd like to create report in Zoho Analytic and check how many emails were sent to clients by Sales persons via Zoho CRM.
Could you please tell whether it possible to obtain data in Zoho Analytics about outbound emails? In which table I can find data about emails. No need to obtain the content of email, just general info about sent emails.


      • Sticky Posts

      • Function #46: Auto-Calculate Sales Margin on a Quote

        Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's

      • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

        Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

      • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

        Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

      • Custom Function : Automatically send the Quote to the related contact

        Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow

      • Function #50: Schedule Calls to records

        Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM

        • Recent Topics

        • Functionality based URL to find records due today or in the next week

          I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39

        • Automated entries past the current month in a calendar report

          Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly

        • Problem: New Email Consistently Failing to Sync/Display in Inbox

          Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past few

        • Upcoming Webinar: Landing page optimization strategies you need in 2026

          If users are visiting your landing page but not converting, your page is trying to tell you something. The key is knowing what to optimize. Sometimes a landing page doesn’t need a complete redesign. A better CTA, fewer form fields, clearer messaging,

        • Nueva edición de Meetups de Español Zoho Community - Junio 2026

          ¡Vuelven los Meetups de Español Zoho Community a España! ¿Te gustaría convertir más visitas y clics a tu página web en clientes de tu empresa? Esto es muy sencillo gracias a las soluciones de software de Zoho, como bien sabéis. Y es por ello que estamos

        • How to make the birthday date field available without the year?

          Hello, I wonder if I can have the date of birthday field without the year. A lot of people dont like to say the year they were born. 

        • Marketing Tip #33: Build trust with behind-the-scenes content

          Customers are more likely to trust a brand when they can see the people, process, and care behind it. Behind-the-scenes content adds that human layer to your business. It shows that there’s a real team behind the store packing orders, checking quality,

        • Marketing Tip #9: Track your traffic sources

          Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top

        • Remove ####,####.## Placeholder from Number & Decimal Fields in Zoho Creator

          Just wanted to share a small UI workaround I used in Zoho Creator. By default, Number and Decimal fields show placeholders like: ####,####.## Sometimes this doesn’t look clean, especially for read-only calculated fields in custom UI designs. I was able

        • Default ticket template in helpcenter

          Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

        • Adding a custom formula field from sub-forms

          I have used my 5 Aggregated Sum fields in the subform. I have another column I want to add a summary of. This can be in a separate section/field. The formula field won't pull in information from the sub-form. How do I pull information from the sub-form

        • New feature: Usage dashboard in Zoho Sign

          Hello! Zoho Sign's new usage dashboard lets organization administrators monitor product adoption across teams, identify unused plan features, and view the environmental impact of every envelope. The dashboard includes six panels: Envelopes sent, Feature

        • Introducing the New Zoho Assist Quick Support Plugin

          We are thrilled to announce the new Zoho Assist Quick Support Plugin, the upgraded and enhanced version of the Zoho Assist Customer Plugin. This new plugin allows organizations and IT administrators to deploy it directly onto their customers’ devices,

        • Account Reconciliation via API

          I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an

        • Edit a previous reconciliation

          I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

        • When will Zoho Trident come to Linux?

          It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?

        • 普段使っているAI、Zohoと繋げてもっと便利にしませんか？【Zoho MCP】

          みなさんこんにちは、ゾーホージャパンの岸本です。 ChatGPTなどのAI、普段から使っていますか？ 最近は「AIを使う」だけでなく、 普段利用している業務ツールとAIを繋げて活用するケースが増えてきています。 そこで6月のコミュニティイベントでは、Zoho社員セッションでZoho MCPを取り上げようと思います。 【Zoho MCPって？】 Zoho MCPは、AIとSaaSアプリケーションを連携するための仕組みです。 ----------- MCPプロトコルをサポートしているLLM（一例）：

        • Zoho Commerce and Third-party shipping (MachShip) API integration

          We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

        • Need help to evaluate if Commerce is good for me

          Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). All

        • Zoho Commerce + MCP + Claude

          Hi everyone, I wanted to share a really impressive experience I had with Zoho Commerce + MCP + Claude. I created an MCP server using Zoho MCP Server and connected my Claude instance to my store built with Zoho Commerce. For safety, I enabled only product

        • UK payroll entries

          Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

        • auto add as member the contact owner

          is there a way that i can make a zoho flow that will add the owner of the contact as a member of the chat after the round robin assignment?

        • Get Files Associated to Data Template via API

          I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates

        • Zoho Book - Banking Module - Cash Credit account

          I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but

        • How to change column headings in pivot table?

          Hi, Is there a way to rename the column headers of a pivot table? Now some the columns are named with value labels: 'SUM of .....'. We would like to rename those headers. As of now we couldn't find any direct solution to adjust the headers, besides copying and reformat. We want to avoid these extra steps. Best, Tiemen

        • Leistungsdatum in Rechnungen (Zoho Books)

          Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

        • Please design a better spam filter

          Hi Team, While I love Zoho Mail for all the awesome features you have designed - this is the one you need to do a lot of work on - Spam Filter. Your spam categorization seems to be very inefficient - any email containing brand images or a tracking pixel

        • Host not reachable when sending

          For few partner that I send regular emails now got error and they don't receive emails Temporary failure fam-xxx.hr/185.xx.xx.xxx Host not reachable. Have more than 20 mails in https://mailadmin.zoho.eu/cpanel/home.do#mailSettings/retryEmail please

        • IP flagged as abusive

          I'm getting the error that 136.143.188.15 is listed as abusive. I've checked with mxtoolbox.com and it is indeed in the list

        • App passwords stop working

          Some of my app passwords appear to stop working after awhile. Seems to happen every 6 months or so. Just had to change one again for the second time in a year. Is this a bug or a feature? Or perhaps changes are being made on the back end on occasion that

        • Duplicate entries for contacts birthdays

          Good morning I have recently started to use my Zoho calendar and noticed that there are multiple birthday events showing for some of my contacts. I have checked my contacts and there were duplicates for some contacts which I have now rectified but the

        • Zoho IMAP Access to mail doesn't sync messages

          As stated in the topic - I have company account email address setup, and it has ( as in the picutre ) ActiveSync and Imap access enabled. However the messages does not show up while logged in in Zoho Mail however when I log in in thunderbird everything

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Temps working custom view in Zoho Recruit

          How do you create a custom view of temps working for this week.  I have tried multiple combinations of job status, start date, end date etc but I am unable to find the correct combinations to show the temps I have working this week?? Any suggestions on how I can do this. 

        • Client Scripts similar to CRM?

          Hi, Is there any plans for Client Scripts to become a feature of Recruit? Feel this will be a great benefit to a number of users. Would be great for example in cases where a Client has banned / blacklisted a Candidate - so that if that candidate is associated

        • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

          Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

        • What's New in Zoho POS - April 2026

          Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how April went. Access and manage other web applications in Zoho POS with Web Tabs You can now access

        • Many Zoho POS Issues

          Can not apply credits from a customers account as a form of payment. It shows that you can but there is a bug that does not execute the action. Reported many times. Can not view Sessions from Zoho POS WebView, throws a JQUERY error Workflows and actions

        • Next Page