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The Zoho Mail integration allows you to connect your Zoho Mail account to G-Tateth CRM. Once connected, your incoming emails will be automatically synced and converted into conversations within the CRM, enabling a seamless support and sales experience directly from your dashboard.
This guide covers the OAuth connection and required manual webhook setup. For API-specific details, refer to the API Reference.

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Overview

With the Zoho Mail integration, you can:
  • Connect Your Account: Securely link your Zoho Mail account using OAuth 2.0.
  • Sync Emails: Automatically pull recent emails from your inbox into the CRM as conversations.
  • Real-Time Forwarding: Use Outgoing Webhooks in Zoho Mail to instantly notify G-Tateth CRM of new incoming emails.

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1. Connect Your Zoho Mail Account

To begin receiving emails in G-Tateth CRM, you first need to link your Zoho Mail account.
  1. Navigate to Apps → App Marketplace in your G-Tateth Dashboard.
  2. Locate the Zoho Mail app and click Configure (or Install if you haven’t already).
  3. Enter your full Zoho Mail email address exactly as it appears in your Zoho configuration.
  4. Click Authorize Connection. You will be redirected to Zoho’s OAuth consent screen.
  5. Grant the required permissions. Once authorized, you will be automatically returned to your G-Tateth CRM dashboard.
Once connected, your account status will show as “Account Connected” in the configuration modal. The system will automatically run an initial synchronization of your recent emails.

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2. Real-Time Webhook Setup

Zoho Mail requires a manual webhook setup to instantly push incoming emails to G-Tateth CRM. Without this step, you will rely solely on periodic polling, which delays email delivery.

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Copy Your Webhook URL

In the G-Tateth CRM Dashboard, open your Zoho Mail integration settings. You will see a unique webhook URL in this format: https://api.g-tateth.com/api/webhooks/zohomail/YOUR_TENANT_ID Copy this URL as you will need it for the Zoho Mail Developer Space.

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Create the Outgoing Webhook in Zoho Mail

Follow these exact steps inside your Zoho Mail account:
  1. Go to Zoho Mail Settings (the gear icon in Zoho Mail).
  2. Navigate to Integrations > Developer Space > Webhooks.
  3. Click on Add new configuration under the “Outgoing Webhooks” section.
  4. Paste your copied webhook URL into the Webhook URL field.
  5. Important: Under “Mail conditions”, make sure to select “No conditions. All emails.” This ensures all correspondence reaches the CRM.
  6. Make sure that “Limited Data List” is unchecked.
  7. Click Save to enable the webhook.
If “Limited Data List” is checked or conditions aren’t properly set, G-Tateth CRM may not receive the email body or might miss incoming messages entirely.

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3. Disconnecting or Pausing the Integration

If you need to stop synchronizing emails:
  • Pause Syncing: In the G-Tateth CRM Dashboard under the Zoho Mail app configuration, you can click “Pause syncing”. This stops the background fetching process.
  • Disconnect: Click “Disconnect” in the configuration modal to fully sever the connection. This removes your OAuth token. You should also delete the Outgoing Webhook from your Zoho Mail Settings.

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Troubleshooting

  • Emails are delayed: If emails take up to 15 minutes to appear, your webhook might not be configured correctly. Double-check your Zoho Developer Space settings.
  • Webhook URL gives an error: Ensure your Tenant ID is correctly included in the webhook URL. Copy it directly from the G-Tateth CRM dashboard.