Email-Data Synchronization with Zoho Analytics

Hello, Enterprise Support Community!

We're excited to announce the availability of Email Data Synchronization with Zoho Analytics! This highly requested enhancement allows you to sync email data from Zoho CRM into Zoho Analytics, making it easier to analyze email engagement, activity, and template performance from your reports and dashboards.

What's Included?

To support this functionality, two email-related modules are available for synchronization:

• Emails – A child module available under supported CRM modules (such as Leads and Contacts) that contains email activity and engagement information.
  

• Email Templates – A standalone module containing details about your email templates.
  

How It Works

When configuring your Zoho CRM integration with Zoho Analytics:

• Select the CRM modules you would like to synchronize, along with their corresponding Emails child modules (for example, Leads and Lead Emails).
• If you would also like to analyze your email templates, select the Email Templates module.
• Once email synchronization is enabled, all supported email fields are selected automatically. Since email data does not support custom fields, no additional field mapping is required.
• After saving the configuration, Zoho Analytics will begin synchronizing the selected email data automatically.
  

Data That Can Be Synchronized

• Emails (Contains email activity and engagement data) Owner, Subject, Entity ID, Created Time, Sent To, Module, Last Opened, Last Clicked, Bounced Time, First Opened, First Clicked, Number of Opens, Number of Clicks, Template Name, Sent On, Email Source, Status, CC, BCC, Source, and Bounce Reason 
  

• Email Templates (Contains email template details) ID, Name, Subject, Module, Folder ID, Folder Name, Created Time, Modified Time, Created By, and Modified By 
  

A Few Things to Keep in Mind

• It is supported across all Zoho Analytics editions.
  

• If your synchronization frequency is set to Instant, email data is currently synchronized every 3 hours. All other synchronization frequencies continue to work as expected. Support for true instant synchronization will be available in a future update.
  

• Currently synchronizes email data only from the native email integration. Emails brought in via IMAP are not yet supported.
  

If you are interested in using this feature, please feel free to reach out to us using your assigned Enterprise Support email address. 

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