Zoho Analytics - Email Data Synchronisation from Zoho CRM

Zoho Analytics now supports synchronisation of email data from Zoho CRM, so email engagement, activity and template performance can be reported on alongside your other CRM data.

• Two modules are available for synchronisation: Emails, a child module under supported CRM modules such as Leads and Contacts, and Email Templates, which is standalone.
• When configuring the Zoho CRM integration, select the modules you want along with their corresponding Emails child modules, for example Leads and Lead Emails.
• Select the Email Templates module as well if you want to analyse template details.
• All supported email fields are selected automatically once email synchronisation is enabled, and no field mapping is required because email data does not support custom fields.
• Synchronised email fields include owner, subject, entity ID, created time, sent to, module, first and last opened, first and last clicked, number of opens and clicks, bounced time and bounce reason, template name, sent on, email source, status, CC and BCC.
• Synchronised template fields include ID, name, subject, module, folder ID and name, created and modified time, and created and modified by.
• If your synchronisation frequency is set to Instant, email data currently syncs every three hours; other frequencies are unaffected, and true instant synchronisation is planned for a future update.

Availability: Supported on all Zoho Analytics editions. Contact Zoho through your assigned Enterprise Support email address to use the feature.