I have multiple aliases for my email - how does that work with the Zoho CRM integration?
If you are integrating your email to Zoho CRM with IMAP, you can only integrate one mailbox per CRM account. However, a mailbox can have multiple alias emails -
In CRM, first create the email integration via the preferred method - when integrated you need to select the alias you wish to use to send emails from CRM (receipt is done via the same mailbox - so your inbox folder is available in CRM regardless to which alias was used by the sender).
Configure Email in CRM
How to configure email in CRM How it works In Zoho CRM, you can have all emails to and from contacts associated with the particular record. This means you do not have to go to an external email program to search for email conversations between ...
Emails sent from CRM are not private - no matter the setting regarding email being private or public
When you link your email in CRM via IMAP, all your email correspondence between you and an account/contact/lead in CRM is linked to the CRM record. In the Settings under Channels - Email, where you configure your email server, you'll find settings ...
Projects to Books and Expense Integration
When you are using Projects, Books, and Expense, the integration between the three is very useful, but not as straightforward to set up. First thing to realise, is that the integration is via Books - i.e first projects are integrated with books, and ...
Creating email templates in CRM
It is possible to create email templates for automated and mass emailing within CRM. This is not a replacement for Zoho Campaign (or Mail Chimp), but it is a very handy way to automate emails sent to leads, or contacts based on certain events. To ...
How to set custom Campaing status for participants
CRM Campaigns can be integrated with other Zoho products, such as Campaigns (email marketing), and Backstage (event management) - however, it is also possible to create your own custom campaign in CRM - for example a Open House event. You might want ...