ZOHO Email2Lead extension
Email2Lead extension converts an incoming email into a new CRM lead according to customer rules.
The extension works with the standard Zoho Crm Leads module. Customization of Zoho Email2Lead extension includes some email selection and analysis settings. Thus, you can easily customize it to your business case.
To set up the Email To Lead extension, follow four simple steps:
- Set up and connect to your company's IMAP mailbox.
- Get and install a Zoho token API.
- Set email filtering rules.
- Set the rules for parsing emails.
In a few minutes new emails will be converted into CRM leads!
Zoho Email2Lead FAQ
- How can I get a API ZOHO token?
Open https://accounts.zoho.com and make sure you are logged in. Follow the instructions: https://www.zoho.com/accounts/protocol/oauth.html
Quick video guide: https://youtu.be/ght28GCr_6o
- How to map CRM fields?
Set the parsing type:
String after keyword - retrieves text from the content of the email that follows the user's keyword. Set keyword. Set the field of the potential customers module. The text after the keyword will be written to the field.
The sender's email address or "Sent" will be transmitted to the field of the leads module you set up.
The subject of the email will be passed to the field of the leads module that you have set. The text of the email or "message body" or "message content" will be sent to the lead module field you set.
Any text - use this option to insert any text you want in the "Leads" module field. For example. the name of the parsing rule is "Email from Zoho".
- Where can I find the IMAP settings for Gmail?
https://support.google.com/mail/answer/7126229?hl=ru
