How to view email conversations associated with Zoho CRM account names?

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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What do you use Zoho CRM for?

Zoho CRM is used to manage customer relationships, track sales, and streamline business processes. It helps businesses automate and streamline their sales, marketing, customer support, and inventory management processes.

Is Zoho owned by Google?

No, Zoho is not owned by Google. Zoho is a privately held company based in Chennai, India.

Who is Zoho CRM best for?

Zoho CRM is best for small to medium-sized businesses looking for a cost-effective and customizable CRM solution. It's also suitable for businesses in a variety of industries, including sales, marketing, customer support, and inventory management.

What are the disadvantages of Zoho CRM?

Some of the disadvantages of Zoho CRM include limited scalability for larger enterprises, limited integration options with other business tools, and a learning curve for some users.

What are the 3 types of CRM?

The 3 types of CRM are operational CRM, analytical CRM, and collaborative CRM. Operational CRM focuses on automating and streamlining business processes, analytical CRM provides insights into customer behavior and preferences, and collaborative CRM facilitates communication and collaboration between teams and customers.

Is Zoho using SAP?

No, Zoho is not using SAP. Zoho is an independent company that develops its own suite of business and productivity tools, including Zoho CRM.

Is Zoho completely free?

No, Zoho CRM is not completely free. While Zoho offers a free basic plan, more advanced features and higher user limits are available with paid plans.

Does Zoho use SQL?

Yes, Zoho uses SQL (Structured Query Language) to store and manage its data in the database. SQL is a standard language for managing and manipulating relational databases.