CONTACT US

Table of Contents

Easy Email for ZOHO CRM

The Easy Email for Zoho CRM extension revolutionizes email communication within Zoho CRM by enabling users to send emails directly to Record Email fields, Lookup Fields, and Related Records without leaving the CRM environment. Whether crafting custom messages or using pre-designed templates, this extension streamlines email workflows and enhances productivity. With robust attachment capabilities and seamless integration into CRM workflows, Easy Email makes customer engagement and record-specific communication more efficient and intuitive.

Objective of the Integration

The integration aims to simplify and centralize email communication within Zoho CRM, ensuring users can manage all email interactions directly from CRM records. By automating email actions through workflows and enabling versatile attachment options, the extension eliminates the need for external email tools, reduces manual effort, and enhances the overall user experience. It ensures that email communication is not only efficient but also highly customizable to fit organizational workflows and requirements.

Features of Easy Email Extension

  1. Email Sending Options
    • Send emails to Record Email fields or Lookup Fields with a simple button click.
    • Automate email delivery using Custom Actions in workflows for Records or Related Records.
  2. Flexible Email Composition
    • Populate To/CC/BCC fields with Record Emails, Lookup Fields Emails, or specific field values without manual input.
    • Optionally, include additional custom email addresses.
  3. Attachment Support
    • Attach files from multiple sources:
      • Desktop
      • Mail Merge
      • Attachments module in Records
      • File/Image Upload fields in Records
  4. Email Log Management
    • All emails are logged in the Email Logs Module, ensuring tracking and avoiding spam.
    • For bulk emails (via List View or Related Records), logs are generated first, and up to 5 emails are sent per minute to comply with anti-spam regulations.
  5. Re-Sending Emails
    • Resend previously sent emails directly from the Log Module.
  6. Record Association
    • Emails are automatically associated with respective Records and appear in the Emails Related List for easy tracking.
  7. Inventory Templates Support
    • Leverage Inventory Templates for Financial Modules to send customized emails.

Use Cases

  • Effortless Communication with Record Attachments
    Send emails to Record recipients by selecting To/CC/BCC fields dynamically and attaching relevant files from Record fields, desktop, or Mail Merge documents.
  • Event Notifications
    Notify all attendees of an event about a change in the event date. Automate this process with Workflow Custom Actions to ensure timely updates.
  • Course Completion Certificates
    Upon course completion, automatically email the certificate of completion as an attachment to participants.

How to Install

Follow these simple steps to install the Google Address Toolkit in your Zoho CRM:

  • Log in to your Zoho CRM account with administrator credentials.
  • Navigate to Zoho Marketplace, Search for  Easy Email for ZOHO CRM, or  Go to the Link.
  • Choose your subscription package and follow the procedure.
  • Once installed. it will redirect to the Setting Page of Extension.
  • Click on ‘Authenticate Zoho’ button and authenticate for Zoho.

 

Experience the power of automation and customization with our Zoho CRM extensions, designed to maximize your team’s productivity.

Youtube Facebook-f Instagram Linkedin-in
Quick Links
Our Plugin
Contact Us

Powered By @ Insta Web Works