Zoho CRM
I lost the filters that I had set up in Zoho Mail, while switching to SalesInbox. How can I sync the filters between Zoho Mail and SalesInbox?
SalesInbox in CRM functions differently from Zoho Mail, as it gives you the CRM view of your leads, contacts and deals. You can, however, get the filters from Zoho Mail reconfigured to SalesInbox through these steps: Export the filters from Zoho ...
How can I automate the sending of emails? Say, for instance, sending a welcome email or scheduling emails to be sent to leads.
You can both automate and schedule the sending of emails using workflow automation. You can create a workflow rule for the leads module and choose to trigger an email when the lead has been created. Learn more about creating workflow rules here.
I am getting spam emails repeatedly from the domain of a particular organization. How can I blacklist this domain?
Follow these steps to blacklist the sender domain of an organization: Login to your Zoho Mail account as the administrator. Go to Control Panel > Mail Administration > Spam Control > Blacklist. Select the email delivery option as Reject email and add ...
I run a SaaS business that sells subscriptions to schools, and also sell advertising space on my app. How can I set up main and sub accounts inside the CRM to get a complete picture of what businesses advertise on the main school account?
You can use multi-page layouts to have different databases of a CRM account in different layouts. You can also generate reports for this.
How can I automate the sending of emails? For instance, when a new lead is added to the database, I would like a welcome email to be sent to that lead, or schedule emails to be sent to leads.
You can automate the generation of emails using workflow automation. Create a workflow rule for the leads module and choose to trigger an email on lead creation. You can either choose to send the email immediately or schedule to send it at a later ...
Can I allow leads to opt out of emails from Zoho CRM?
The best way to allow leads to opt out of emails from Zoho CRM is by using Unsubscribe Forms. Follow these steps to create Unsubscribe Forms: Go to Setup > Developer Space > Webforms > Unsubscribe Form. In the Unsubscribe Form page, do the following: ...
Will Zoho Mail synchronize with Outlook through POP configuration?
No, Zoho Mail will synchronize with Outlook only if you have IMAP configured.
Is there any way to ensure that emails that are deleted from Zoho Mail don't get deleted from Zoho CRM?
The emails that you view as a part of the mail add-on inside Zoho CRM are shown based on the data in your Zoho Mail account. So deleting these emails from Zoho Mail will also delete them from Zoho CRM, as there are no duplicates generated.
Is it possible to filter messages based on the specific word or phrase in the body of the email?
You can filter messages based on the content in the body of the email. Read more about condition-based filters here.
I have a free account for my business, but am unable to add more than one email address to my account. How do I add more emails to my account?
You can create and use email aliases to add more than one email address to your account. Read about how to setup email aliases here. If you want to create a new email address and use it as a separate account for another user in your organization, ...
How can I filter emails from the same senders? How can I mark an email that needs to be answered and get daily alerts until it is answered?
You can create filters based on the From addresses of the senders. Read more about it here. To get alerts for regular followups with your leads and contacts, you can either create a recurring task to get daily reminders to reply to an email, or setup ...
I have a group email address which goes to two users. I want to automatically forward any email that comes into the group email address to an external email account as well. Can this be done?
If you have setup Filter based forwarding or are forwarding emails to a different email account, you need to first verify the account, for the forwarding to be enabled. When you create groups, you can directly add the external email address as an ...
Can I send automatic replies to custom emails? For instance, when some of my teammates send emails to a group email ID I have created, I would like to send them an automated 'Thank you' email. Is this possible?
As of now, you can only send an automatic response when you are on vacation or taking a break from checking your inbox. However, this automatic response will be sent to all users emailing you. However, customizing and selectively sending automatic ...
While sending mass emails, I keep getting notices saying that some of my emails have been blocked. However, nothing shows up when I run the email bounce report. Is there a different report I should run to know what is happening?
Blocked emails don't get listed in the bounced emails category. So you won't be able to see the blocked emails in reports. Through advanced filters, you can filter records of the blocked emails in the list view. We will be supporting this in future.
Can I archive the emails of sales reps who have left the company, through IMAP integration?
Email backup is only available for POP accounts. IMAP syncs your emails without adding a backup, so you won't be able to archive old emails.
How do I prevent duplicate leads and contacts from getting created, when those leads and contacts use multiple email addresses to communicate?
You can use unique fields to prevent duplication of leads and contacts. For instance, if a lead or contact has a different email ID but other fields, such as name, contact number, or mobile phone number are the same, you can mark name as a unique ...
Can I clone an email template?
Yes, you can clone an email template but the new template will be created for the same module. For example, if you clone an email template for Contacts, the cloned template cannot be moved to the Leads or Deals module. To clone a template, select ...
Is it possible to send drip campaign emails to a specific group of people in CRM?
Yes, you can send a series of mass emails at regular time intervals using the autoresponder feature in Zoho CRM. Read more in detail about autoresponders here.
Can I login to multiple email accounts using a single browser?
As of now, you cannot login to multiple email accounts in a single browser. You can, however, add more email addresses as aliases, send and receive emails using any of these email addresses. Learn more about how to add an email alias here.
I have integrated Zoho mail with CRM, and created a filter for emails from leads and contacts to be sent to a separate folder. I have created other filters too, but emails don't go to those specific folders. How can I solve this?
When you're using multiple filters, you may have problems with the ordering of those filters, and the conditions in some filters may also be conflicting with others. An easy way of avoiding this is by defining a 'ToMe' filter, which will ensure that ...
How can I create a backup of the email conversations of a deactivated user in Zoho CRM?
You can create a backup of all email conversations of a deactivated user through these steps: Click Setup > Users and Control > Security Control > Zoho Mail Add-On Users. In the Zoho Mail Add-on Users page, select the check box corresponding to the ...
Emails that should be in my inbox end up going to spam. How do I prevent this?
If legitimate emails are marked as spam, right click on the particular email and mark it as Not Spam. When the emails are marked appropriately, Zoho Mail automatically adjusts the classification and whitelists these senders. If the emails go to spam ...
My mass email limit has not been exceeded. Why am I still unable to send more emails in bulk?
You may be unable to send more emails in bulk if you're using a different Zoho CRM Edition. Your mass email count is calculated on a day-to-day basis, where 12 AM to 11.59 PM GMT is considered one day, based on your organization's time zone. The mass ...
While accepting a calendar event notification within Zoho Mail, how do I get the Calendar event I just accepted to be in my Zoho CRM calendar by default?
Go to Settings and 'Select Calendar invites by email' section. Under the option Add Invites by email to select Zoho CRM calendar.
Does Zoho CRM have an automated email generator option in the Leads section? Can leads be imported in the CSV format to auto-generate those emails?
Zoho CRM doesn't have an automated email generator option in the Leads section. However, you can generate web forms to capture leads from your website. Read more about generating web forms here. You can then import leads in the CSV format, and create ...
I would like to have a unified email address that is the same for both business and customers. For instance, when I change the email address of the business, I have to go to the customers associated with that business and change those addresses too. Can this be done?
You can do this by using custom functions. Read more about how to create and use custom functions here.
I have a limit of 500 emails per day but can send only 300 emails, as duplicate emails get sent to the same contact. How can I prevent duplicates from being sent while sending mass emails?
You can prevent duplication by enabling a duplicate check for the email address as a unique field. Follow these steps to enable the duplicate check: Go to Setup > Customization > Modules and Fields. Select the Leads module. Go to the Email Address ...
Can I change the email address of my Zoho CRM account?
No, it's not possible to change the email address of your Zoho CRM account. However, you can change the email address of your Zoho Account, which will be applied across all the Zoho products that you are subscribed to. Follow these steps to change ...
What is the limit for email attachments?
In Zoho CRM, you can upload attachments in various places. You can upload attachments to: Individual records in CRM. Individual emails. Email templates. Individual records In individual records, you can attach documents upto the size of 20 MB. This ...
How do I save the attachment from an email to a CRM Record?
Emails received from the customers or colleagues may contain attachments that you would want to save in the CRM record for quick reference. Instead of downloading or attaching the files manually you can use the "Add to attachments related list" ...
Can I export certain selected records from Zoho CRM?
No. Currently you can't export certain selected records from Zoho CRM. However, you can create a report based on criteria (your requirement) and export the report. For more information, see Working with Reports.
Why does my import fail?
Here are some of the reasons why you cannot import your file. There is no column header in the import file. Each column should have a column header. Column headers should be the first row of the import file. For example, the column that contains the ...
What are the things I need to check before I import data?
Before you import your data, it is important that you test your import using a sample file. Please go through the Import checklist to make sure you import your data properly. Related Link: Import Data to Zoho CRM
On what basis are the duplicate records identified during import?
While importing records, there are options to overwrite, skip, and clone the duplicate records. The duplicate records are identified based on unique fields such as email address, phone number etc. in each module. Following are the unique fields for ...
How do I export CRM data and garbled foreign characters?
For Excel 2003 1. Open Microsoft Excel. 2. Data - Import External Data - Import Data. 3. Choose the file. 4. In Text Import Wizard Choose 'Delimited' as 'Original data type'. 5. Choose UTF-8 from the File-origin List box. 6. Click Next. 7. Choose ...
How do I import Notes, Tasks, Events or Calls and associate them to other records?
You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. To do this, you need to have the Related ...
How do I share records in the Free Edition?
In Zoho CRM, you can share data with other users in the Free Edition by assigning individual records to different users. You can also change the Record Owner using these steps: Click the [Module] Tab. Let's say Contacts. In the [Module] Home page, ...
Whom are the imported records assigned to?
The imported records are assigned to users based on the import option that you select. Import my Records – If you import records using this feature, all the records will be assigned to you. Import my Organization's records – If you import records ...
How can I get access to the "Deduplicate" tool?
The Deduplicate feature is available in the Enterprise, Professional Editions and Ultimate Editions and is accessible only to the users with the CEO Role. You need to contact the administrator of your account to access this feature. To deduplicate ...
How can I share data only with certain selected users?
You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. Read more about Setting Up Data Sharing Rules here.
Next page