ZOHO Email2Lead extension
The Email2Lead converts an incoming email to new CRM lead according to customer rules.
The extension works with the standard Zoho Crm module "Leads".
Zoho Email2Lead extensionsetup includes some setting of email selection and parsing. So you can easily adapt it to your business case.
To setup Email To Lead Extension use four easy steps:
1. Setup and connect to the IMAP mailbox of your company.
2. Get and Set Zoho Token API.
3. Set email filtering rules.
4. Set email parsing rules.
In several minutes new emails will be converted to CRM leads!
Feel free contact us by skype: crmoz or by the chat on our website: crmoz.com
We are always ready to help you to setup our Zoho CRM extensions.
Zoho Email2Lead FAQ
How can I obtain ZOHO Token API?
Open https://accounts. zoho .com and make sure you are logged in.Follow the instructions : https://www. zoho .com/accounts/protocol/oauth.html
Short video manual: https://youtu.be/ght28GCr_6o.
- How to map CRM fields?
Set parsing type:
String after keyword - gets the text from the content of an email that follows the user's keyword. Set keyword. Set Leads Module Field. String after the keyword - gets the text from the content of an email that follows the user's keyword.
Sender email address or 'Sent By' will be passed to the field of Leads Module you set.
Email Subject will be passed to the field of Leads Module you set.
Email text or 'email body' or 'email content' will be passed to the field of Leads Module you set.
Any text - use this option to insert any text you want into the field of Leads Module you set. E.g. name of the parsing rule 'Email from Zoho'.
- Where can I find IMAP settings for Gmail?