Zoho CRM
Email to Zoho CRM,
the easy way
ForwardThis is the simple tool that connects your email to Zoho CRM. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Zoho CRM
Create a free account and connect Zoho CRM. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Quote request - Northgate Lighting
Add Claire as a contact and open a deal for £18,000 closing 30 September.
---------- Forwarded message ----------
Hi - we're refitting two showrooms before Christmas and would like a quote for track lighting throughout. Budget is around £18k. Could we speak this week?
Added Claire Bennett
claire@northgatelighting.co.uk · Northgate Lighting
Opened Northgate Lighting - showroom refit
£18,000 · Qualification · closing 30 Sep
Undo available for 24 hours if something does not look right.
Some other examples
- “Log a call on the Northgate Lighting deal with what we agreed.”
- “Move the Ravenscroft deal to Negotiation and push the closing date to 15 October.”
- “Add a task to send Claire the revised quote by Friday.”
Everything ForwardThis can do in Zoho CRM
Create contact
Add a contact
Update contact
Update a contact's details
Look up a contact
Look up a contact
Add CRM record
Add a deal, account, lead, product or quote
Update CRM record
Update a deal, account, lead, product or quote
Read a record
Read one record in full
Look up records
Look up deals, accounts, leads or notes
Add note
Add a note or log a call
Create task
Add a task
Update task
Update or complete a task
Look up tasks
Look up your tasks
Create calendar event
Add a meeting
Attach file
Attach a file to a record
Change tags
Change a record's tags
Link records
Link a contact to an account or a deal
Delete record
Delete a record
Convert record
Convert a lead
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Zoho CRM?
- Forward the email to your ForwardThis address with a line saying what you want, like "add the sender as a contact and open a deal for £18,000". ForwardThis creates the records, fills in the name, email, company and amount it can see, and replies to confirm with links. The first time, you'll need a free account with Zoho CRM connected, which takes about 30 seconds - that's the entire Zoho CRM email integration.
- Can I forward an email straight into Zoho CRM as a contact?
- Yes. Forward it and say "add them as a contact". If someone with that email address is already in Zoho, it updates their details rather than creating a second copy of them, and tells you it did so in the confirmation.
- Can it create deals as well as contacts?
- Yes, and accounts, leads, products and quotes too. A deal can take an amount, an owner, a closing date and one of your own Zoho stage names, like Qualification. If you don't name a stage or a closing date it uses Qualification and a date 30 days out, and says so in the reply so you can see what it picked.
- What if it adds the wrong record?
- The confirmation email includes an undo that works for 24 hours, and anything it removes goes to Zoho's own recycle bin, which holds it for 60 days. You can also just reply and tell it what the record should have said.
- How is this different from Zoho's own email tools or Zapier?
- Zoho's mail add-on files an email against a record you already have, and Zoho's web forms capture leads from your website. Neither reads an enquiry that arrived in your inbox and decides what to make from it. Zapier can, but you build a rule per case first. ForwardThis reads the line you write, so one email becomes a contact, a deal and a follow-up task. It deliberately won't change records in bulk or send mail on your behalf from Zoho - those belong in Zoho itself, where you can see what you're doing.