Zoho Mail + Erxes Integration
Integrate Erxes to Zoho Mail in one click, or tell Integrately AI how you want each submission handled. Streamline customer communications, create follow-up tasks, draft replies, and keep your team updated automatically.
Free forever.Use premium features free for 14 days.1.
Email is received in Zoho Mail- Email is received matches given conditions in Zoho Mail
- Email is received and tagged within two days in Zoho Mail
Customer is created in Erxes Instant- Customer is updated in Erxes Instant
- Customer is deleted in Erxes Instant
- Form submission is received in Erxes Instant
- Company is created in Erxes Instant
- Company is updated in Erxes Instant
- Company is deleted in Erxes Instant
- Admin sends engagement message in Erxes Instant
- Customer sends a message in Erxes Instant
- Admin sent message in Erxes Instant
- Knowledge base is created in Erxes Instant
- Knowledge base is updated in Erxes Instant
- Knowledge base is deleted in Erxes Instant
2.
- Send email in Zoho Mail
- Create task in Zoho Mail
- Create draft in Zoho Mail
- Get email content in Zoho Mail
- Create folder in Zoho Mail
- Create tag in Zoho Mail
Trusted by experts at...
Ready Workflows for Zoho Mail + Erxes Integration
Capture form submissions, send follow-up emails, create team tasks, draft replies, and log customer details, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Erxes + Zoho Mail flow
Sync customer chats and emails with your CRM, spreadsheets, and scheduling tools to keep every team aligned. Pick a combination and activate it in one click.
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Hubspot (3)
Hubspot (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Notion (3)
Notion (3) E
H
Z
Create a HubSpot contact for every Erxes form submission, and send a welcome email in Zoho Mail
New Erxes form submissions appear in HubSpot as a contact while Zoho Mail sends out a welcome email immediately, saving your team from manual data entry.
E
H
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When a new customer is created in Erxes, create a deal in HubSpot and draft a follow-up in Zoho Mail
Customer profiles created in Erxes automatically set up a deal in HubSpot and prepare a draft in Zoho Mail for your sales team.
Z
E
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If an email is received in Zoho Mail regarding enterprise support, update the company in Erxes and HubSpot
Support inquiries received in Zoho Mail update the corresponding company record in both Erxes and HubSpot instantly.
Supported triggers and actions for Zoho Mail and Erxes
Mix and match to build the exact automation you need
Zoho Mail Triggers & Actions
Erxes Triggers & Actions
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it → Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it → Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it → Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it → Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it → Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it → Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it → What can you automate with Erxes + Zoho Mail?
Streamline your customer communications and administrative tasks with ready-to-use automation flows between Erxes and Zoho Mail.
🎯
Sync customer form submissions to email tasks
Capture every inbound form submission from Erxes and automatically trigger follow-up tasks and emails in Zoho Mail without manual copying.
📝
Capture every submitted custom field
Map all available form answers and customer attributes into your Zoho Mail drafts and tasks instead of only basic contact names.
🔔
Alert the right team member instantly
Notify designated staff members the moment a customer sends a message or submits a request across your connected apps.
🔀
Route communications based on submitted criteria
Trigger specific email templates or task assignments in Zoho Mail depending on the specific tier or department selected in Erxes.
🔄
Keep destination records fully updated
Ensure customer profiles, company records, and communication folders reflect the latest updates made in Erxes or Zoho Mail.
🏷️
Organise incoming emails with automatic tags
Apply custom folders and tags to incoming correspondence in Zoho Mail based on customer actions and triggers in Erxes.
📅
Handle customer status changes and follow-ups
Trigger automated email drafts and task creation when customer records are created, updated, or modified within Erxes.
🔗
Extend your workflow to trusted third-party apps
Connect your Erxes and Zoho Mail automation pipeline with Slack, Google Sheets, Notion, or HubSpot to expand your operational stack.
And much more...
Who is Erxes + Zoho Mail integration for?
Operations managers, support leads, and sales teams managing customer communications across Erxes and Zoho Mail eliminate manual handoffs and keep every workflow synchronised.
Operations Managers
Customer Support Leads
Account Managers
Sales Operations Teams
Project Coordinators
Compliance Officers
📈
Operations Managers
You rely on accurate form submissions and customer data to evaluate team performance, but manual exports leave your reports outdated — with this integration, every submission lands in your destination instantly and your metrics stay current.
⚡
Customer Support Leads
You need to act fast on incoming inquiries, but delayed message notifications leave clients waiting too long for a response — with this integration, every incoming message triggers instant tasks and notifications across your communication channels.
🤝
Account Managers
You answer to clients who expect prompt updates and structured follow-ups, but scattered communication threads make progress hard to track — with this integration, every interaction is logged and confirmed automatically.
📊
Sales Operations Teams
The volume of inbound leads and customer inquiries is too high for anyone to keep up by hand, leading to missed opportunities — with this integration, every contact and form submission is captured and routed without manual effort.
📋
Project Coordinators
You own the task execution phase and depend on upstream teams to hand over customer details correctly, but missing info causes bottlenecks — with this integration, every record transfers smoothly with all attached fields intact.
🗂️
Compliance Officers
You need a reliable audit history for every client interaction, but manual record-keeping always leaves gaps in the timeline — with this integration, every communication creates a consistent and complete archive.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Zoho Mail + Erxes
Build and manage your Zoho Mail + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Zoho Mail + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Zoho Mail + Erxes Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Erxes to Zoho Mail?
You can connect Erxes to Zoho Mail in 1 click using ready-made flows on Integrately, or ask Integrately AI to build your automation with apps like Slack, Google Sheets, and HubSpot.
Can I automatically send an email in Zoho Mail when an Erxes form submission is received?
Can I connect Erxes, Zoho Mail, and Slack?
What is a good Zapier alternative for Erxes and Zoho Mail?
How does Erxes data trigger actions in Zoho Mail?
Can incoming emails in Zoho Mail update Erxes records?
Do I need coding skills to automate Erxes and Zoho Mail?
Is the Erxes and Zoho Mail integration free?
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