【Zoho CRM】BCCメール取り込みのアップデート

【Zoho CRM】BCCメール取り込みのアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。
今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。

 

・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。

BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。

BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。

 

アップデート内容

「追加済みのメールアドレスの一覧」に、同期したいメールアドレスを追加した後、当該メールアドレスの認証が必要となりました。
これにより、セキュリティ強化を図ります。



認証方法

  1. メールアドレスを追加します。当該メールアドレス宛に認証コードが送信されます。

  2. 当該メールアドレスに送信された認証コードを、上キャプチャの画面にて入力します。




認証ステータスは以下3パターンありますので、ご留意ください。

  1. チェックマーク✅：追加されたメールアドレスが認証済みであることを表します。

  2. 認証するにはクリックしてください：メールアドレスの認証を促すものです。「追加済みのメールアドレスの一覧」への新規追加時に表示されます。

  3. 認証を開始する：既存のBCCメール取り込み用メールアドレスに対して表示されます。

 

Alert

注意点：
・BCCメール取り込みの利用を継続するには、認証が完了するまでレコードとメールは関連付けされませんので、ご注意ください。 
メールアドレスがZoho CRM内ですでに認証されている場合、認証コードによる認証は不要です。
・新たにメールアドレスを追加するには、認証を行う必要があります。   
・認証コードは、15日間有効です。   


 

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