ZOHO для бизнеса
ZOHO для бизнеса
Внедрение, обучение, интеграция приложений ZOHO

ZOHO Email2Lead extension

The Email2Lead extension 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.

Zoho email to lead extension
Zoho Email2Lead extension

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 API Token.

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 API Token?
    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 user's keyword.Set keyword. Set Leads Module Field. The text after the keyword will be written down to the field.
    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 to the field of  Leads Module. E.g. name of the parsing rule 'Email from Zoho'.
  • Where can I find IMAP settings for Gmail?