In order for this process to properly work we need 3 key components working at the same time.
1. Zoho Creator account synced to your Zoho CRM platform.
2. Enterprise edition on your Zoho CRM plan.
3. And ability to forward emails from your current email hosting provider. i.e. Outlook, Gmail, etc ( most do )
First, you need to determine what information to use as a search field for your Zoho creator script. The Name of the account or the email associated with the account would do the trick, but before you make up your mind these are a few questions to consider in your logic selection.
a. Do you have multiple accounts under the same umbrella name? i.e. Holiday Inn Metro & Holiday Inn Austin, etc or you only have Holiday Inn. If you only have one name for each account then a "Name" match would work just fine.
b. Are the incoming emails for an account coming from 1 email only or multiple user emails? i..e admin@holidayinn.com or james@holidayinn.com & scott@holidayinn.com
Use the Quadrant below to determine which logic to use and ensure perfect matching of your emails with the corresponding related account. The process also works for Contacts in CRM with a unique ID we can utilize for reference. If you need implementation of this process in your CRM please Contact Us.
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Comments
Bill Hamilton
06.01.17 02:22 PMI have been desperately trying to find a way to link an email sent in
Replygmail to a "Potential" in Zoho CRM. Do you have a way to do
that? I sometimes work with Contacts from 3 or 4 different Zoho
Accounts on one Potential. Often, I also have to send intermal emails
to management within my company regarding that same Potential. I may
send 200 emails to my President over a 6 month period, so even if I
could add him to the Potential as another Contact (unless something has
changed I can't add him because I can only have contacts from one
Account associated with a Potential), I wouldn't want to do it that
way because then all 200 emails I sent him would be visible under this
potential, not just the 4 or 5 that I sent regarding this particular
Potential. If there is a way this can be done, please, please, please
let me know. I simply want to be able to assign an email to a Potential.