Introducing the all-new email parser!

Introducing the all-new email parser!

Greetings,
 
We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements.
 
On that note, the Old Email Parser will reach end-of-life on June 1, 2023. After EOL, old email parser will not be available in your CRM account. In the spirit of preparing for this deprecation, we encourage all of you to try the all-new email parser at the earliest. In this post, we will discuss key pointers on the following:
— the improvements made in the New Email Parser
— how to prepare for deprecation of the Old Email Parser

What is the email parser?

Email parser is a data extraction tool in Zoho CRM that helps an organization in various business functions such as lead generation and information updates. It is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails.
Now, let's have a detailed look at the functionalities that we have brought with this enhancement. 

Enhancements in the New Email Parser

The following are the enhancements you can now see when you switch to the latest version of the email parser:

1. Single parser email ID for all parser rules  

Previously, for each parser rule there was a different parser address. It was often tedious to assign and keep track of a new parser ID for each individual vendors. The logistics involved in tracking and maintaining these parser IDs was itself often time-consuming. However, in the new version of the email parser, there's only a single, common parser email ID for all rules, meaning that regardless of how many vendors you're working with or how many rules you create, you can use one parser ID for all. This makes working with the email parser much easier and cuts down your setup and maintenance time significantly.


Also, a maximum of five approved parser addresses can be set up in common for all rules early on during the configuration.

2. A more powerful and intuitive configuration interface  

In the latest version of email parser, the entire configuration interface allows free parsing and is highly intuitive, powerful, and, most importantly, user-friendly—unlike the previous version, which demanded rigid adherence to delimiters. 


The email parser interface automatically gives you a preview of the parsed data on the same screen where the field mapping occurs, so it's easier to get a snapshot of all the fields that are being parsed.

There's also an advanced configuration tab which involves options for filtering emails applicable to the parser based on criteria and associating automated actions, such as sending for approval, updating fields, and assigning records to certain users based on assignment rules.

You can also parse HTML emails directly, as opposed to converting them to plain text emails first—which was necessary for the old parser. You can also create email parser rules for each layout in a module.

3. Custom functions: Configure the email parser without associating a module

The new email parser now supports the execution of custom functions based on parsed data. In this case, the parser rule is not associated with a particular module. Using custom functions helps you with extensibility and interoperability in Zoho CRM. You can extend the email parser function to more than one module within Zoho CRM, and even to connect with other Zoho services. You can also perform ad hoc actions in third-party applications based on the parsed data.

  • For example, let's say that based on an incoming email inquiry, a property management company called Zylker wishes to update both Contact and Account records in CRM. The email sender's name, phone number, and address will go to the Contacts module, whereas their company information will go to the Accounts module.
  • Let's say also that the same company has another requirement: Based on an incoming email from a customer regarding the status of their property, they want to update corresponding information on a third-party listing website automatically. They can achieve this by using the email parser to execute custom functions.
Once you have the required custom functions written, you can associate them to the parser rule and have the action executed for subsequent incoming emails.

4. Update records and send them for approval

Update Record is a function by which you can update the latest information on a record from an incoming parsed email.

For example, say you receive an incoming email from a prospect named Jane Evans. Normally, a new lead record would be created for a new inquiry email, but if Jane is already in the CRM system, you want the CRM to update Jane's information on the same record as opposed to creating a duplicate record. If this is your expectation, you can check the Update Record option in the parser rule's Advanced Configuration settings.
 
Note: CRM will use the email field to detect duplicate records. For the Update Record option to show up, you must have first mapped the "Email" field from the email content, which serves as the primary identifier, or a "unique field" for a record.
 
You can also choose the Send for Approval option—in which case, records parsed via email parser need to be reviewed and approved from the Waiting for Approval tab in the selected module in order to become a part of the CRM system.

5. Informative parser reports 

In the new version of the email parser, you're presented with accurate, detailed insights on the number of emails being parsed per rule, the fields extracted, and a list of customized actions associated with the records the parser has created. This detail summary gives you a clear picture of how effective your rules have been and indicates the revisions you may need to make to those rules based on those insights.
 
Detailed weekly performance reports can be sent to the creator of these rules or a custom email ID. Email reports are also sent upon record creation failure so that the appropriate users can take immediate action.


6. Reorder and filter  

You now have an option to reorder the list of parser rules based on your preferred order. This is important because the email parser system is designed to execute only the very first rule whose criteria an incoming email meets. Therefore, the order of the parser rules becomes essential for effective email parser performance.

You can also filter rules by status (active/inactive) and also by module.

7. Contextual access to parsed emails  

You can view not only the Configuration Info for each parser rule, but also insights based on parsed emails.




This way, from the perspectives of both parser rules and parsed emails, you can derive useful insights.
 
The "Email" tab lists the most recent email in your parser inbox, where you can check properties like parsing status, the rule used to parse it, and more. If the email has not met any rule, you may also create a new parser rule contextually from this email page.


You can also re-run an email in the event of parser failure if there's no match found, as well as parse emails in bulk. (Note that this is applicable only for the emails that have a template match and for which the parsing was unsuccessful.)

Preparing for deprecation of the Old Email Parser

For existing users:

Existing users, who have not already switched to the new parser can do so by clicking on the Switch to New Parser button. Rules available in both the parsers will be working simultaneously until the Old parser is deprecated, but the rules available in the Old parser will not be displayed in the New parser view, and vice versa.



It's essential to manually create the existing rules in the New parser because once the Old parser is deprecated, only the rules present in the new parser will function. Since there won't be any rules from the previous parser available, the new parser will require that you create all rules from scratch.

Please note:  

  • Until the deprecation of the Old Email Parser on June 1, 2023, both the old and new versions will co-exist, after which, the New Email Parser will become the default version. .
  • The rules in the Old Email Parser parser won't be available once it has been deprecated. Therefore, if no rules are added to the New Email Parser , there won't be a parser to run. So be sure to write rules in the New Email Parser before the deprecation. Additionally, keep in mind that once your old rules have become obsolete, they cannot be recovered.

For new signups  

For new signups, only the new parser will be available as the default feature, and not the old parser. There is no action required from users in new signups.

Further reading   

Help Doc: Click here
What's New and What has Changed — A comparison guide: Click here

Thanks, have a great day. 
Regards, 
Sai Shree | Zoho CRM 

    Nederlandse Hulpbronnen


      • Recent Topics

      • Cancel and refund

        Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

      • Online Payment Fees

        We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

      • Error occured. please try again!!!

        I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

      • "Send email as" not work

        Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

      • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

        **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

      • Backorder For Composite Items

        Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

      • Paid Support

        We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

      • Automatically CC supervisor

        Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

      • Zoho One - White Label

        Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

      • Are this Features included in the Road Map

        1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

      • Reconciliation - Show Transactions After End Date

        I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions

      • Auto populate email field in zoho form

        Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?

      • Option to accept and pay for estimate from Public Estimate link?

        Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would

      • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

        Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

      • Easily track referrals with Zoho Forms

        Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

      • Add an email to an existing ticket is not working

        I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

      • New CRM to Campaigns Sync Doesn't Continue Making Updates

        Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

      • Zoho Integration with UPS

        I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

      • Cannot log in to IMAP account as of last night

        Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

      • Low Stock View

        We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

      • Improve History Feature in Zoho Inventory

        At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

      • Show backordered items on packing slip

        We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

      • Document | Files

        The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would

      • books+POS+ tap to pay+ stripe

        So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

      • Canvas Form View - Client Script Page on load - Url params not working

        We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer

      • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

        Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

      • This mobile number has been marked spam. Please contact support.

        Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

      • Zohomail does not support additional fields in mailto links

        Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

      • Is it possible to set a customer context variable in Zobot

        Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

      • Cannot change Blog Title

        There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

      • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

        Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

      • How to verify website ownership with google search console

        Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

      • Kaizen #89 - Color Coding using Client Script

        Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

      • "SPF record exceed the allowed limit of 10"

        Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?

      • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

        Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

      • Animated GIF Images in Chat

        I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

      • I can't seem to login in to Mail Apps of MacOS /IOS

        Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials

      • Profile Image Showing Incorrectly in Zoho Mail

        Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make

      • I need access to my old email

        I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that

      • Set Defaults for Email Groups

        Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned

      • Next Page