ZOHO Email2Lead extension
The Email2Lead extension converts an incoming email into a new lead CRM according to client rules.
The extension works with the standard Zoho Crm Leads module. Configuring the Zoho Email2Lead extension includes some email selection and analysis settings. So you can easily adapt it to your business case.
To set up the Email To Lead extension , follow four simple steps:
- Configure and connect to your company's IMAP mailbox.
- Get and install the Zoho API token.
- Set email filtering rules.
- Set the rules for parsing emails.
In a few minutes new emails will be converted into leads CRM!
Zoho Email2Lead FAQ
- How can I get the API token ZOHO?
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 match fields CRM?
Set the parsing type:
String after keyword - gets the text from the content of the email that follows the user's keyword. Set keyword. Set the field of the module of potential clients. The text after the keyword will be written in 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
