Add lead from zoho mail to cr

To add a lead from Zoho Mail to CRM, you can follow these steps:

Prerequisites:

1. You have a Zoho Mail account and a Zoho CRM account.
2. You have the Zoho CRM extension installed in your Zoho Mail account.
3. You have the necessary permissions to access both accounts.

Step-by-Step Instructions:

1. Log in to your Zoho Mail account and compose a new email or open an existing one.
2. Click on the "Zoho CRM" button in the top-right corner of the email composer.
3. Select the "Add Lead" option from the dropdown menu.
4. Fill in the lead information, such as name, email, phone number, and company.
5. You can also add custom fields and tags to the lead as needed.
6. Click "Save" to save the lead in your Zoho CRM account.

Alternatively, you can also add a lead from Zoho Mail to CRM using the "Zoho CRM" button in the email footer. Here's how:

1. Log in to your Zoho Mail account and open an email.
2. Scroll down to the email footer and click on the "Zoho CRM" button.
3. Select the "Add Lead" option from the dropdown menu.
4. Fill in the lead information and click "Save" to save the lead in your Zoho CRM account.

Tips and Variations:

• You can also add multiple leads from a single email by selecting the "Add Multiple Leads" option.
• You can customize the lead information fields to match your specific business needs.
• You can also use Zoho CRM's automation rules to automatically add leads from Zoho Mail to CRM based on specific conditions.

By following these steps, you can easily add leads from Zoho Mail to CRM and start tracking your leads and customers in one place.