What the Zoho Mail Integration Does:
- Connects your Zoho Mail inbox to Leadzier using IMAP/SMTP
- Lets you send and receive email directly inside the lead profile
- Auto-logs sent and received messages to your CRM timeline
- Supports templates, signatures, and pre-written campaigns
- Tracks opens, replies, and delivery status for every message
Why It Matters:
Most service pros and investors don’t want to bounce between inboxes and CRMs. With Zoho Mail integrated directly into Leadzier, every conversation is tracked, tied to the right lead, and visible to your team — without forwarding, copying, or missing a message.
Who It’s For:
- Users who already run their business on Zoho Mail
- Investors and pros looking to use their branded domain email inside Leadzier
- Agencies managing email replies from a unified dashboard
- Anyone who wants true email CRM functionality with a familiar inbox
How It Works:
- Step 1: Go to Settings → Connected Inboxes → Add Zoho Mail
- Step 2: Enter your IMAP and SMTP credentials securely
- Step 3: Choose your default sender name, signature, and reply-to address
- Step 4: Start sending and receiving messages directly in Leadzier
- Step 5: View threads, add notes, and track replies per lead
Bonus Features:
- Pre-built templates for cold outreach, follow-ups, and appointment reminders
- Email tracking: opens, clicks, bounces, and replies
- Send emails manually or through automated campaigns
- Tag and sort conversations by status, campaign, or team member
- Sync messages across mobile, desktop, and Leadzier inbox in real time
