Zoho - Zoho CRM - Email Parser

Email Parser is an automation tool in Zoho CRM that allows you to automatically turn information received by email into structured CRM data.

Simply put, the system reads an incoming email and places the necessary data into the correct fields.

What does Email Parser do?

Email Parser is used when you receive emails in a standard format, for example:

• Requests submitted through a web form

• Leads sent from partner platforms

• Orders received from online portals

• Candidate data from HR platforms

The system automatically identifies the data inside the email, such as name, phone number, email, company, amount, and more, and creates or updates the relevant record in the CRM, such as a Lead, Contact, Deal, or another module.

How does it work?

A special Parser Email Address is created, which is a unique email address.

All necessary emails are forwarded to this address.

In the configuration, field mapping is set up. This means you define which part of the text should be written into which CRM field.

The received emails are then processed automatically, and the data is stored in the system.

You can also set conditions, for example, processing only emails from a specific sender.

What configurations are available?

Email Parser allows you to:

• Choose the target module, such as Leads, Contacts, Deals, and others

• Set up duplicate checking

• Update existing records or create new ones

• Use Regex or a specific text structure for accurate detection

• Set automatic Assignment Rules, for example, assigning a sales manager

Email Parser is an ideal solution for automating processes where email is the main source of data.