1. How to configure my corporate email account in Zoho CRM?
Ans: Currently, Zoho CRM supports the forwarding of emails from your corporate email service to Zoho Mail through POP option. Follow the steps given below to forward emails:
- Enable POP option in your existing email
- Log in to Zoho Mail
- Open Settings > Add Account page
- In Add Account page, specify your POP details. For more information, please refer: Configuring Mail Accounts
2. Can I configure my Gmail, Yahoo, Hotmail and other web mail services in CRM?
Ans: Yes. You can configure Gmail, Yahoo, Hotmail and other POP-enabled emails services in Zoho Mail.
3. Can I configure multiple email boxes in Zoho CRM?
Ans: No. At any point of time you can select ONLY one mail box from which you want to fetch mails in CRM.
4. Why can't I see the emails in CRM even after configuring the POP account?
Ans: One of the reasons for this is when you have more than one POP account configured, your CRM account will display all the POP configured mail boxes. However, you would have selected a different mail box in CRM. Please make sure that you have selected the exact mail box in CRM from which you want to fetch emails.
Another reason for this could be that you have added an email account as the default email address in Zoho Mail:
Zoho Mail > Settings > Common Settings > Account Details
Account Details > Add another email address > Set Default email ID
Besides the above, you would have configured the same email address as your Zoho Mail POP Account:
Zoho Mail > Settings > Common Settings > POP Accounts > Add Mail Account.
In this case, make sure that you do not have the default email address to be the same as configured POP account. The reason being that in CRM both the default email address and the configured POP mail box will be displayed (same address) and you wouuld not know which one is the mail box that needs to be selected to fetch mails inside CRM.
5. Is there any limit on sending emails?
Ans: Yes, there is a limit on sending emails. Everyday you can send up to 500 individual emails from your Zoho CRM account.
6. After changing my password of Zoho account, do I have to update passoword in CRM - Mail Add-on configuration page?
Ans: Yes. You must update the password immediately after changing in Zoho accounts. Otherwise email messages will not be fetched from Zoho Mail to Zoho CRM service.
7. What happens to the bounced mails?
Ans: All bounced emails will be listed under your Inbox and associated with the corresponding lead or contact.
8. Can I sync my existing email client with CRM email?
Ans: No, you cannot synchronize the existing email Client with Zoho Mail. However, you can configure POP3 service for your email client in Zoho Mail and then view old emails.
9. Can I receive CC and BCC emails from my leads and contacts?
Ans: Yes, in CRM you can receive CC and BCC emails from your leads/contacts.
10. Can I receive emails from my new leads and contacts?
Ans: No, you cannot receive emails from your new leads / contacts. You need to have the email address of the new lead / contact in CRM, only then you can receive their emails inside CRM.
11. When I send an email to a customer from my Gmail, will the communication get automatically updated in Zoho CRM ?
Ans: Yes, when you configure your Gmail POP account then all your customer communication is visible in three different places:Gmail, Zoho Mail and Zoho CRM. But this will get updated ONLY if the particular contact's information (email address) is available in Zoho CRM.
12. What happens if I change the email address of a Lead or Contact in CRM?
Ans: In such instances, the previously fetched emails (with the old email address) will not be available in CRM. Only the new emails (with the new email address) will be fetched in CRM and if you had enabled the email sharing option earlier, then that option would get disabled. You have to enable the email sharing option again for that particular lead or contact. The older emails will however be available in Zoho Mail.
Related Topics
Is it possible to create and add an email template in zoho mail add-on, the same way which is done for email templates in zoho crm?
The only thing I found was the "save template" button which moves it to the save template folder, but I might as well create that on my own.
Would be really great if you could create the same functionality you have for templates in zoho crm!
/Josie
Hi, Yes, we do have plans to provide the email template in Zoho mail as it is in the Zoho CRM in our future updates. Regards, Vidya
How do I make zoho email my default. When I click on email address in contacts I prefer to have zoho as default not thunderbird.
Hi, When you click on email address in contacts, to have Zoho as default please follow these steps if you are using the Mozilla Firefox browser: Click tools--->Options--->Applications--->Mail to--->Select Zoho and click on OK. Regards, Vidya
When I send an email from my gmail account, I don't see the email in CRM. They appear if I send them from Zoho mail. I prefer to operate from gmail if possible. I have my default email in Zoho set as my gmail account. The gmail account is also set in CRM.