Introducing Zoho CRM's all new email configuration

Last modified on May 23, 2024:

Moderation Date—Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the benefits outlined below, along with upcoming email enhancements that are exclusively offered on the new configuration, please do not hesitate to reach out to us at support@zohocrm.com.
Moderation Date—May 23, 2024: Please note that if you have an account with the old configuration and disconnected email integration, you will not have the option to update or edit the configuration. Instead, you will need to integrate your mailbox again in Zoho CRM. This reconfiguration will be considered a new setup and will not be recognised as the previous configuration. Therefore, migration is not required to receive the benefits listed below.

Dear All,

We're thrilled to announce the release of Zoho CRM's new email configuration, which includes a range of exciting new features and improvements that will transform the way you manage your email. Without further ado, let's have a quick look at the most important enhancements and highlights.

New features and enhancements

Modern authentication support for Microsoft Office365 and Outlook

Microsoft no longer supports their basic authentication method. With our latest enhancement, we've introduced modern authentication support so that you can now securely and easily integrate your Office365 and Outlook accounts with Zoho CRM without requiring repeated sign-ins.

Email backup for IMAP users

We've introduced a backup option for IMAP users with this new configuration. However, please note that this feature is only available for users who use an IMAP integration with the new email configuration. For users without an IMAP integration or an old IMAP account, this feature will not be available.

SalesInbox support for POP3 users

Integrating your email account via POP3 will now create a SalesInbox account automatically. Previously, POP3 users had to integrate their CRM account with Zoho Mail, which created an Email module in the CRM account. With this new enhancement, emails will now sync with SalesInbox directly, and as a result, the Email tab will be removed from CRM for all users. Additionally, you can now import filters during the integration process itself.

Email workflows for POP3 users

We are now extending this facility to POP users. It enables you to create custom workflows for incoming, outgoing, and received emails to automate and streamline aspects of your email management and improve your productivity.

Email deal association

This feature now extends to POP3 users. It enables you to track and manage your deals easily by associating specific emails with individual deals. You can do this in two ways:

Automatically link the contact's emails to deals based on a predefined prediction pattern.
Manually link the contact's emails to a deal.

This way, you can easily follow up on or close a deal with distinct associated emails, rather than having all the contact's emails listed together.

Enhanced configuration page UI

We've updated our configuration page UI to make it more intuitive and user-friendly, so you can configure your email settings more easily.

'All' view in related list

You can now view all your emails in a related list, which makes it easier to manage your emails. However, please note that this feature will not be available if there is at least one old POP user in your organization, or at least one user with the Gmail API integration.

Zia for emails

Zia's AI capabilities offer some handy email solutions. It can help you capture important information from customer emails, as well as automatically suggest engaging subject lines to boost the open rates of emails; or, without even having to read an entire email conversation, you can determine the sender's intent and emotion, thanks to Zia's analysis.

In line with Zia intelligence features for email, we've added some enhancements which will be available only for the new email configuration. Here's a list of those features:

That's all for the latest enhancements. Let us know your thoughts and feedback in the comments below!

Thanks!

Nizamuddin Sohel SK

P.S. These enhancements will be accessible in all the new email configurations (i.e. configured after Nov 2022) across all DCs. For the enhancements in Zia Email intelligence, you can check for availability in your DC by referring to the respective feature links mentioned above.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some will take time, and others may never close. This varying momentum directly impacts the organization’s
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
Investigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing