How to integrate Gmail with Zoho CRM to register leads in Zoho CRM from signature information of emails received in Gmail

Step 1: Connect Gmail and Zoho CRM with My Apps

To connect Gmail and Zoho CRM to Yoom, register with My Apps.
By completing the My Apps registration first, you can smoothly set up automation.

First, let's register Gmail with My Apps.
Start by accessing the My Apps menu on the left side of the Yoom screen and click the "New Connection" button on the right side of the screen.

Enter "Gmail" in the search box, and when its icon appears, click on it.

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Click the red-framed part of the screen below and log in to Gmail to add Gmail to My Apps.
Registration is now complete.

Similarly, let's register Zoho CRM.

Click the "New Connection" button on the Yoom screen as before.
Enter "Zoho CRM" in the search box, and when its icon appears, click on it.

Log in on the screen below to complete the Zoho CRM app registration.

Step 2: Copy the Template

Once My Apps is registered, next copy the template.
Click "Try It" on the right side of the bar labeled "Register leads in Zoho CRM from signature information of emails received in Gmail" below.

Clicking will complete the template copy.
If this cannot be done, you may not be able to log in to Yoom.

If you have never used Yoom before, please register for free here.
If you are already using Yoom, please log in.

Step 3: Set the Trigger

Next, set the trigger in Gmail.
First, click on the red frame part of the screen below.

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No particular operation is required on the screen displayed here.
Check the contents and click the "Next" button.

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Next, enter the two items on the screen below.

"Trigger Interval" can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

"Label" will display a selection menu when you click on the field as shown in the screen below, so click on the appropriate one to enter it.

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Finally, click the blue "Test" button, and when it says "Test Complete", this step is complete. Click
"Save" to proceed to the next step.

Step 4: Set Text Data Extraction

Next, set the text data extraction by AI.
First, click on the red frame part of the screen below.

*AI operations are only available in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flowbot you have set will result in an error, so please be careful.

*Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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No particular operation is required on the screen displayed here.
Check the contents and click the "Next" button.

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Next, enter the text to be extracted.
As shown in the screen below, click on the field to display a selection menu, and click on the information obtained in the previous step.

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Next, enter the "Item to Extract" as desired, as shown in the screen below.
In the following settings, the information of "Last Name" will be required, so please make sure to include it.

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Finally, click the blue "Test" button, and when it says "Test Complete", this step is complete. Click
"Save" to proceed to the next step.

Step 5: Set Zoho CRM

Next, set up Zoho CRM.
First, click on the red frame part of the screen below.

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No particular operation is required on the screen displayed here.
Check the contents and click the "Next" button.

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On the next screen, enter the information to be registered in Zoho CRM.

At that time, the "Last Name" in the screen below is a required field, so it must be entered.
As shown in the screen below, click on the field and click on the relevant information from the selection menu that appears.

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After entering the subsequent items in the same way, enter the "Zoho Domain" in the screen below, which is also a required field.
Set the Zoho domain you are using from ".com", ".com.au", ".eu", ".in", ".com.cn", or ".jp".
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Next, click the blue "Test" button, and when it says "Test Complete", this step is complete. Click
"Save" to proceed to the next step.

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Finally, click "Turn Trigger ON" on the screen below.
All steps are now complete.

Other Examples of Automation Using Zoho CRM and Gmail

There are many other examples of automation using Zoho CRM and Gmail in Yoom, so here are a few to introduce.

1. A template for sending an email via Gmail after a client is registered in Zoho CRM and approved

This flow allows a series of processes to be completed automatically, eliminating the need for manual work and improving operational efficiency. Additionally, the flow bot automatically activates based on the registration details, and by including an approval action, it ensures accurate information management.

2. Template for Registering Leads in Zoho CRM from Email Signature Information Received in Outlook

By eliminating the need to manually input information, input errors are reduced and data accuracy is improved. Additionally, since lead information is registered in the CRM without omission, accurate follow-up can be expected. Furthermore, by automatically registering leads based on email signature information, work efficiency is increased, allowing you to focus on other important tasks.

3. Template to Add Leads Registered in Zoho CRM to Microsoft Excel

By using this flow, when a new prospect is created in Zoho CRM, the information is automatically synchronized with Microsoft Excel. This allows each person in charge to follow up smoothly without the need for manual transcription. Additionally, centralized management of lead information is possible, and efficient sales activities utilizing the data can be expected.

Benefits and Examples of Integrating Gmail with Zoho CRM

Benefit 1: Improved Efficiency and Accuracy in Customer Management

Manually registering signature information from received emails into customer management tools can be time-consuming and labor-intensive. By integrating Gmail with Zoho CRM, these tasks can be automated. For example, sales representatives who receive emails from many prospects daily can reduce data entry tasks and dedicate more time to sales activities. This automation not only improves work efficiency but also reduces data entry errors, enhancing the accuracy of information.

Benefit 2: Enhanced Information Utilization through Centralized Customer Data Management

When interacting with customers through multiple tools like email apps and chat apps, managing customer information internally can become complicated. These challenges can be addressed by integrating Gmail with Zoho CRM. For instance, when email signature information is centrally managed in Zoho CRM, it allows for accurate analysis of target segments during campaign planning and optimization of approach methods. This automation is expected to centralize customer data and enhance information utilization internally.

Benefit 3: Establishing an Immediate Follow-up System for Prospective Customers

Managing customer data across multiple tools increases the risk of missing follow-ups with prospects. By integrating Gmail with Zoho CRM, these risks can be mitigated. For example, when a request for materials is received via email, the information is automatically and accurately recorded in the database, enabling sales representatives to provide comprehensive customer support. This leads to improved customer response and increased customer satisfaction.

Conclusion

We have introduced how to register leads in Zoho CRM from email signature information received in Gmail.

Daily customer data management requires efficiency and accuracy, but manual processes can be time-consuming and labor-intensive, with the potential for human error. For example, manually entering email signature information into customer management tools requires effort and carries the risk of input omissions.

Integrating Gmail with Zoho CRM is expected to address these challenges. This integration not only improves operational efficiency but also enables centralized customer data management and comprehensive customer support, potentially enhancing the quality of sales activities.

Please refer to this article and give it a try.