Connect Espo CRM and Zoho Mail to Build Intelligent Automations

Choose a Trigger

Espo CRM

When this happens...

Choose an Action

Zoho Mail

Automatically do this!

Ready to use Espo CRM and Zoho Mail automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

New Email

New Email

Triggers when you recieve a new email.

New Email Matching Search

New Email Matching Search

Triggers when you recieve a new email that matches the given condition.

New Tagged Email

New Tagged Email

Triggers when a new email is received and you tag it within two days.

Request a new Trigger for Espo CRM

Do thisActions

Action is the task that follows automatically within your Espo CRM integrations.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Create Draft

Create Draft

Create a new draft mail.

Create Folder

Create Folder

Creates a new folder.

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Frequently Asked Questions

How do I start an integration between Espo CRM and Zoho Mail?

To start, connect both your Espo CRM and Zoho Mail accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Zoho Mail (or vice versa).

Can we customize how data from Espo CRM is recorded in Zoho Mail?

Absolutely. You can customize how Espo CRM data is recorded in Zoho Mail. This includes choosing which data fields go into which fields of Zoho Mail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Espo CRM and Zoho Mail?

The data sync between Espo CRM and Zoho Mail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Espo CRM to Zoho Mail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Espo CRM and Zoho Mail?

Yes, you can set conditional logic to control the flow of data between Espo CRM and Zoho Mail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Espo CRM

About Espo CRM

Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.

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Zoho Mail

About Zoho Mail

Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.

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