Mass email processes

Mass email processes

Hello, 

I'm looking to send about 7k emails out.  I have them in CSV format with most being people I have previously communicated with.  My questions are:

* What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'm not using Zoho email.
** How to import process for CSV files?
*** How to avoid a large creation of duplicate contacts?
* Is there an ability to run a mass email campaign without having contacts?
** How are contacts added to the CRM when using the mass email campaign?
*** Can a campaign be a separate function of the CRM?

Thanks 
Mark Palmer


      • Sticky Posts

      • 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

      • Function #37: Create a Purchase Order from a Quote

        Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,

        • Recent Topics

        • File Field Validation

          Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

        • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

          Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

        • Subforms in Stateless Forms

          Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.

        • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

          I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

        • Send WhatsApp voice messages from Bigin

          Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

        • Microsoft Teams now available as an online meeting provider

          Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

        • I want to subscribe 1 professional user but the email only 250 per day?

          When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

        • Cliq does not sync messages after Sleep on Mac

          I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.

        • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

          Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

        • How do you map a user picklist field to another user picklist field.

          In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

        • Explore Competitive 3D Scanner Prices at Protomont Technologies

          The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

        • New and improved API resources for Zoho Sign Developers

          Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,

        • stock

          bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

        • Marketing Tip #5: Improve store speed with optimized images

          Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

        • Why can I not choose Unearned Revenue as an account on items?

          Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our

        • Form Submission Emails

          Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

        • Rules not working properly

          I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)

        • Notebook font size issue

          If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.

        • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

          792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.

        • Ampersand in URL parameter // EncodeURL does not work

          Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid

        • how can we create in zoho crm a new contact when the looup does not find a similar existing one

          In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does

        • Directory Websites

          Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template

        • Manage Task on Mobile

          How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in

        • Set Default Payment Method & Default account

          Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

        • Customer Portal on Zoho Desk

          Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal

        • Slow Performance on desk.zoho.com. 11/3/2025

          I’m not seeing any active service alerts for desk.zoho.com, but everyone on our account is currently experiencing very slow load times when opening or navigating tickets. We’ve already tried the standard troubleshooting steps — clearing cache and cookies,

        • "Authorize to Access Your Account"

          Hi, I'm trying to log into cliq on my phone but I can't. It says "Authorize to access your account - Verify your identity to access your account using oneAuth credentials", and asks for a password. I tried maybe 100 different passwords and nothing works.

        • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

          Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {

        • Computer Showing Offline in Unattended Access

          I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks

        • Closing Accounting Periods - Invoice/Posting dates

          Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

        • Zoho CRM Portal Error

          Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

        • Can we do Image swatches for color variants?

          We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

        • Meeting impossible to use when sharing screen

          he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are

        • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

          You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

        • Feature enhancement: Highlight rows based on a cell value

          Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

        • Script Editor not an option

          I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

        • monetizing the courses

          Can I add a price for course enrollment ?

        • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

          Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

        • Copy paste from word document deletes random spaces

          Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

        • Create custom rollup summary fields in Zoho CRM

          Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

        • Next Page