Assign record ownerĬhoose and assign a record owner for each record that is created by the email parsing method.
![automated email parser automated email parser](https://images.ctfassets.net/lzny33ho1g45/email-parser-guide-p-img/556d39fa54e5cae6df8d3238b2caeecc/file.png)
In this case, you can choose the apartment name to be automatically updated once the records are added into the CRM. For example, you have set that all the records created via the parsing method are for a particular apartment.
#Automated email parser update
You can choose to update fields for the records that will be created in the CRM using the parsing method. In both cases, the email addresses must be approved to avoid errors. You can either forward these emails from your email address or the vendor or real estate portal and parser email address can be added in cc when sending the lead emails. The email address from where the lead emails are forwarded to the parser email address must be approved. All the emails that you want to be parsed must be sent to the parser email address. In Zoho CRM the parser email address is auto generated once you configure a parser. Copying and pasting email content – You can copy and paste the content of any email that you want to be used as a template.Sending an email to the pre-parser address -Any email can be sent by using a template, to the pre-parser address.Only the incoming emails that follows the format of the provided template will be parsed. Step 2:- Configure parsing detailsĪn email template is that in which you can define the data fields to be mapped to the respective CRM fields, if required you can change the data fields manually. When you enter the parser name and choose the module to associate the parser to, then a parser email address is generated.
![automated email parser automated email parser](https://i0.wp.com/www.vtexperts.com/wp-content/uploads/2017/08/VTiger-7-Email-Parser-Opportunity-Email.png)
You can create up to 20 email parsers, but only 10 parsers can be active at any one point of time in Zoho CRM. Create and Configure Email ParserĬreating and configuring an Email Parser consists of the following steps: Step 1:- Create your email parser, Select a parser name and associate a ModuleĪ email parser can be created for leads, contacts, accounts and custom modules.
![automated email parser automated email parser](https://x5m7g5e8.stackpathcdn.com/design/summer_16/images/pages/support_kb/parsing/parsing1.png)
Using email parser, the lead’s details can be extracted and added directly to user’s CRM records. Basically, An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. An Email parser is a feature of Zoho CRM that enables the user to fetch data from incoming emails.