Method CRM + Zoho Mail
Create new activities in Method CRM for matching emails in Zoho Mail
Stay organized and efficient with this seamless workflow between Zoho Mail and Method CRM. When you receive new emails in Zoho Mail that match your predefined search, the information will be utilized to create a new activity in Method CRM. This way, important communication from your mailbox actively contributes to your CRM activities, ensuring nothing important gets missed. It's an easy solution to streamline your customer relationship management and email tracking processes.
Stay organized and efficient with this seamless workflow between Zoho Mail and Method CRM. When you receive new emails in Zoho Mail that match your predefined search, the information will be utilized to create a new activity in Method CRM. This way, important communication from your mailbox actively contributes to your CRM activities, ensuring nothing important gets missed. It's an easy solution to streamline your customer relationship management and email tracking processes.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches given conditions.
- automatically do this!Add Activity
Adds a new activity.
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Folder Name
Group Result
Account Details
Try ItTag NameRequired
Group Result
Account Details
Try ItAccount Details
Folder NameRequired
Parent Folder
Task TitleRequired
Task Description
Due Date
Group Result
Account Details
Search ValueRequired
Try ItAccount Details
ToRequired
Cc
BCC
FromRequired
SubjectRequired
Body Type
BodyRequired
Account Details
Tag NameRequired
Tag Color
ToRequired
Cc
BCC
FromRequired
SubjectRequired
Body Type
BodyRequired
Attachments
