Zoho Email Integration
Improve Sales with a Contextual Email Integration
As a salesperson, emails are essential for engaging with your leads, and customers. Zoho CRM helps you write more powerful and personalized content by combining emails with contextual CRM information and analytics.
Customer emails within CRM
When most of your work is done within your CRM, it’s important to be aware if any of your prospects have responded to your emails. Get immediate alerts from deals and contacts right inside Zoho CRM—reply instantly to emails, add follow-ups, and make notes when needed. Zoho CRM automatically associates all emails with their respective customer records, so you’ll never have to comb through a mountain of messages to send your next round of follow-ups.
Email Status Updates
Schedule Messages and Send Emails
Emails can be scheduled to send in CRM at a preset time or at each contact’s best time to contact. To reach a large number of customers, like when sending out business updates, or personalized follow-up emails to your customers in bulk. All these activities can be added to workflows for a one-time setup. You can even create auto-responders so no customer will be left unanswered.
Make sure the right users can access the right emails
Depending on the roles of your CRMs users and the nature of your email communications, you may want emails to be available to every user in your CRM, or keep them confidential and only available to a small group of key decision makers. Zoho CRM makes it easy to define your email sharing policy at the organizational level for each role and update the policy for users in bulk, so you can quickly set email sharing permissions for new employees or update them when users move to different roles in your CRM system.