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Zoho CRM + Zoho Mail Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Zoho Mail

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About Zoho Mail

Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.

Zoho Mail Integrations
Zoho Mail Alternatives

Looking for the Zoho Mail Alternatives? Here is the list of top Zoho Mail Alternatives

  • Gmail Gmail
  • Microsoft Outlook Microsoft Outlook

Best ways to Integrate Zoho CRM + Zoho Mail

  • Zoho CRM Zoho Mail

    Zoho CRM + Zoho Mail

    Send Email in Zoho Mail when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoho Mail Send Email
  • Zoho CRM Zoho Mail

    Zoho CRM + Zoho Mail

    Send Email in Zoho Mail when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Zoho Mail Send Email
  • Zoho CRM Zoho Mail

    Zoho CRM + Zoho Mail

    Send Email in Zoho Mail when New or Updated Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    Zoho Mail Send Email
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    Close
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Create/Update Contact to Zoho CRM from New Email in Zoho Mail Read More...
    Close
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Zoho Mail in easier way

It's easy to connect Zoho CRM + Zoho Mail without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Send Email

    Draft and send a new email message.

How Zoho CRM & Zoho Mail Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Mail as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho CRM to Zoho Mail.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and Zoho Mail

Zoho CRM and Zoho mail are both cloud based products of Zoho Corporation, a well known web application development company(Zoho.

Zoho Corporation is based in India and developed Zoho CRM and Zoho Mail. Zoho has offices around the world including USA, UK, Japan, Germany, Latin America, Brazil, Australia and New Zealand.

Zoho Corporation is one of the largest service providers of internet based services such as e-mail, CRM(Customer Relationship Management), productivity applications and accounting software. Its products are used by organizations all around the world. It is also one of the best CRM service providers(zoho.

Integration of Zoho CRM and Zoho Mail

Zoho Corporation has included a number of features in its CRM and Mail products which make them flexible to use and require very less technical skill to operate (zoho. In order to understand the integration of Zoho CRM with Zoho Mail we have to first understand what is CRM?

CRM is a customer relationship management top which helps you to manage your customers effectively and efficiently. The basic purpose of a CRM top is to track all customer related data in one place. The data is stored in customer profiles and can be retrieved whenever required. It helps you to improve your customer service when you can monitor the performance of each individual employee from any location. It also helps you to analyze customer behavior so that you can take appropriate action such as sending out marketing material or creating a sales proposal (Wikipedia.

Now coming back to Zoho, Zoho CRM is an online multi-user customer relations management system with some unique features like sales force automation, lead generation, contact management, email marketing and customer service (zoho. It integrates the sales process from lead generation to closing & delivery of the sale. It gives you complete contrp over your customer interactions via emails and phone calls. This makes it easy for you to manage your customer relationships. You can customize it according to your requirements which make it more user friendly than other similar products in the market. So you can say that it is a complete spution for all your customer related needs.

Zoho Mail is an email marketing software which allows you to design and send professional newsletters to your contacts. It comes with features like email templates with graphics, HTML editor to create professional looking newsletters, automated updates, bounce handling, auto responder etc (zoho. You can also track your emails through its analytics section so that you can see how many times your email was read, who opened it etc.

So from above description we can easily conclude that these two products are integrated together because they both are cloud based products of the same company.

Benefits of Integration of Zoho CRM and Zoho Mail

The integration of Zoho CRM and Zoho Mail helps users to combine their customer interaction into one single platform. This way interaction with customers becomes easier and efficient. You don’t have to login into different platforms for different purposes such as CRM and Email marketing. You just need one single login id and password for all your activities in this cloud based platform(zoho. All data gets stored in one place and can be accessed anytime anywhere without any restriction.

Apart from this, integration of these two products helps you to avail all the benefits of these two products simultaneously. For example if you have created an email template in Zoho Mail its data also will get stored in your CRM profile so that you can access these templates anytime anywhere without sending emails manually(zoho. Another example is that if you need any information regarding a particular customer then you don’t have to log into two different platforms for this purpose. You just need to check his/her profile on your single dashboard(zoho.

In short integration of these two platforms gives you fplowing benefits:

  • It saves your time and effort as you don’t have to login into two different platforms for different tasks.
  • You can access all your data from one place at any time.
  • You can take complete contrp over your actions on customers from any location(zoho.

From above discussion we can say that integration of Zoho CRM with Zoho Mail helps users to manage their customers effectively and efficiently without any difficulty. This integration might seem simple but there are a number of technicalities invpved which makes it reliable, safe and easy-to-use system(zoho.

The process to integrate Zoho CRM and Zoho Mail may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.