Zoho Mail
Zoho CRM

Zoho Mail and Zoho Crm Integration

Seamlessly connect Zoho Mail with Zoho CRM to streamline your communication and boost productivity.

Explore Triggers and Actions

New Email
Trigger new event each time a new email is received
Convert Lead
Converts a Lead into a Contact or an Account.
Get Object
Gets record data given its id.
List Fields
Gets the field metadata for the specified module
List Modules
Retrieves a list of all the modules available in your CRM account.
Search Objects
Retrieves the records that match your search criteria.
List Objects
Gets the list of available records from a module.
Create Object
Create a new object/module entry.
Update Object
Updates existing entities in the module.
Download Attachment
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Zoho Mail and Zoho Crm?

The integration between Zoho Mail and Zoho CRM enables you to manage all your customer communications in one place. Automatically sync emails, track conversations, and associate messages with CRM contacts, leads, and deals. This unified experience helps sales and support teams stay organized, respond faster, and close deals more efficiently without switching between apps.

Connect
Zoho Mail
and
Zoho CRM
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Zoho Mail and Zoho CRM integration work?

The integration syncs your emails from Zoho Mail directly into Zoho CRM, allowing you to view and manage email conversations within CRM records. You can associate emails with contacts, leads, and deals, ensuring all communication history is centralized.

Can I send emails from Zoho CRM using my Zoho Mail account?

Yes, you can compose and send emails directly from Zoho CRM using your Zoho Mail account, making it easier to communicate with customers without leaving the CRM platform.

Does the integration support automatic email logging?

Absolutely. Incoming and outgoing emails related to your CRM contacts are automatically logged, helping you maintain a complete communication history for each customer.

Is it possible to track email opens and clicks within Zoho CRM?

Yes, the integration includes email tracking features that notify you when recipients open your emails or click on links, enabling you to gauge engagement and follow up effectively.

What are the setup requirements for integrating Zoho Mail with Zoho CRM?

To set up the integration, you need active Zoho Mail and Zoho CRM accounts under the same Zoho organization. The integration can be enabled from the Zoho CRM settings with just a few clicks, requiring no technical expertise.

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