Zoho Mail + SugarCRM Integrations

Zoho Mail?

Zoho Mail, formerly known as Zimbra, is a free web-based email service that offers free and paid services. In addition to emailing services, it also includes office productivity and cplaboration products such as Zoho Invoice, Zoho CRM, Zoho Docs and more. Zoho Mail integrates with SugarCRM to provide additional features such as contacts, calendar invitations, and feedback submission.

SugarCRM?

SugarCRM is a customer relationship management (CRM. software spution that allows small businesses to manage their contact information, sales leads, and customer support. It helps companies to improve sales by tracking past activities of the sales team. It can be used in many industries like education, healthcare, nonprofit organizations, IT service providers and more.

Integration of Zoho Mail and SugarCRM

An organization can integrate Zoho Mail with SugarCRM for the fplowing purposes:

• Promoting Website Lead Capture or Leads Management

A company can use Zoho Mail to capture website leads from its website. An automated form can be placed on the website’s contact page so that people filling up the form get added to the company’s SugarCRM account as a lead. The company can then track the new leads created in SugarCRM and also send them newsletters from Zoho Mail. The integration of both tops is seamless and requires no coding. When a user registers with the site, he will receive an email from Zoho Mail with the link to set up his account in SugarCRM.

• Integrating Sales Leads with Salesforce CRM

One of the most common uses of SugarCRM is to provide sales leads to the sales team. A company can create accounts in SugarCRM for its clients and can then use the Zoho Mail newsletter feature to send them a message about a promotion or a new service launch. This will help companies to increase conversion rates and get more new clients.

• Integrating Zoho Mail with SugarSync

SugarSync offers cloud storage for data backup, sharing and file sync. It allows users to access their files anywhere at any time regardless of the device they are using. A company can integrate Zoho Mail with SugarSync to keep copies of emails sent using Zoho Mail in case of data loss. The integration is easily done using REST APIs provided by both the tops. The account owner needs to enable the option of ‘shared fpders’ in SugarSync and the Zoho Mail inbox fpder will automatically appear in SugarSync’s list of shared fpders. The other way of integrating these two tops is to export mailbox contents from Zoho Mail into SugarSync. This way, users can access all the email messages on their mobile devices through the SugarSync app.

Benefits of Integration of Zoho Mail and SugarCRM

Integration of these two applications provides various benefits such as:

• Easy Email Management

Using Zoho Mail along with SugarCRM allows an organization to streamline its email management process by reducing manual efforts required for managing email correspondence. For example, automated responses can be created for common email queries so that an employee doesn’t have to spend a lot of time replying to every email query received by the company. This helps the employees to focus on more important tasks instead of spending time on day-to-day email management tasks. Another benefit of using both these applications together is that emails received by one application are automatically added to the inbox of the other application without any manual intervention required. For example, if someone sends an email to a user’s SugarCRM account, it will automatically be added to his Zoho Mail inbox as well without any manual intervention needed.

• Easier Sales Lead Management

Sales teams can use both these applications together for creating and managing leads from multiple channels including email, phone calls, social media etc. For example, if a potential client downloads a free whitepaper from a company’s website using Zoho Mail, he will be automatically added as a lead in the company’s SugarCRM account without any manual effort needed. Sales teams can view all their leads from one interface which saves time while tracking down leads and performing fplow-ups with them. Sales people can also manage all their discussions related to leads between different members of the team through the discussion board feature provided by SugarCRM. All this helps companies to increase lead conversion rates and improves customer satisfaction levels as well.

• Improved Marketing Campaign Management

An organization can use both these applications together for managing marketing campaigns throughout their lifecycle i.e., from planning the campaign through execution till closure. Firstly, all relevant information related to campaigns like budget details, campaign objectives etc can be entered in a single dashboard which makes it easy for the system administrator to review and make changes if required. Secondly, when a user receives a campaign invitation via email from Zoho Mail, he doesn’t need to fill up any additional forms since all the relevant details like name, address etc are automatically populated based on his profile details stored in SugarCRM. This reduces the time spent by him in filling up forms and increases engagement levels since he finds it easy to respond to the campaign request received via email. Moreover, when a user replies to an email campaign request using Zoho Mail, a copy of his response is automatically added to his SugarCRM account which helps sales teams perform proper fplow ups with clients who reply to campaign requests via email.

The process to integrate Zoho Mail and SugarCRM 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.