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Email by Zapier + Zoho CRM

Create or update Zoho CRM entries for every new inbound email in Email by Zapier

Streamline your CRM process with this workflow which connects Email by Zapier and Zoho CRM. Every time a new inbound email appears in your inbox, this automation will promptly create or update a module entry in Zoho CRM. Save time and effort as you effortlessly keep your client information up-to-date and organized.

Streamline your CRM process with this workflow which connects Email by Zapier and Zoho CRM. Every time a new inbound email appears in your inbox, this automation will promptly create or update a module entry in Zoho CRM. Save time and effort as you effortlessly keep your client information up-to-date and organized.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Email AddressRequired

    Trigger
    Instant
    Try It
    • ToRequired

    • SubjectRequired

    • Body (HTML or Plain)Required

    • Attachment

    • From Name

    • Reply To

    • Cc

    • Bcc

    • Force Linebreaks?

    • Enable read receipts?

    Action
    Write
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Help

Related categories

  • Email
  • Zapier
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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