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Zoho Mail Integration: The Best Email Platform

Zoho Mail Integration: Secure business email for your organization · Unparalleled security and privacy. Zoho Mail’s data centers have top-notch security and surveillance, with a reliable 99.9% uptime. Benefit from secure business email hosting that supports encryption both at rest and in transit, along with S/MIME message encryption.

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Zoho Mail Integration Tutorial

Authorization of Zoho Mail Integration

To set up the Zoho Mail integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho Mail from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Zoho Mail Integration with Bit Form - Set Integration Name

Data Center: Select a Data Center from the drop-down list.

Zoho Mail Integration with Bit Form - Choose Data Center

To get your Zoho Mail Client ID and Client Secret, follow these steps:

  • Access Zoho Developer Console: Go to “Zoho Developer Console“.
  • Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
  • Name your Application: Provide a descriptive name for your application.
  • Gather Integration Details:
    • Go to your integration’s settings page (separate platform).
    • Copy the Homepage URL from the integration settings.
  • Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
  • Gather Authorized Redirect URIs:
    • Still on your integration’s settings page, copy the Authorized Redirect URIs.
  • Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
  • Create Client: Click the “Create” button to finalize the process.
  • Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
  • Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho Mail Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Mail Integration with Bit Form - Authorization is Success

Type: Select the type (Send Email, Save as Draft) from the dropdown. If you select Send Email, the email will be saved in your inbox. If you select Save as Draft email will save in draft.

Zoho Mail Integration with Bit Form - Choose Type

To: To add an email address in the “To” field, you can either type it directly or use the form field provided.

Zoho Mail Integration with Bit Form - Set TO

CC and BCC: Then you can add CC and BCC if you need them.

Zoho Mail Integration with Bit Form - Set CC and BCC

Subject: Now let’s add your subject! You can also utilize the form fields for this purpose.

Zoho Mail Integration with Bit Form - Add Subject

Body: In the body, you can type your message. You can also use form fields, smart tags, insert media, format your message, customize it, and more.

Zoho Mail Integration with Bit Form - Body

Actions

Attachments: You can also send attachments from Bit Form to mail.

Zoho Mail Integration with Bit Form - attachments

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Zoho Mail Integration with Bit Form - Finish and Save
Zoho Mail Integration with Bit Form - Integration is Success

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho Mail API“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.

Zoho Mail Integration with Bit Form - Integration Log
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