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Integrating MailParser with Zoho CRM

MailParser Integrated with Zoho CRM to automatically parse data from PDFs in emails, update Zoho CRM records, and send it directly to your ecommerce platform.

MailParser Integration with Zoho CRM

Do you spend countless hours manually entering data from emails into your CRM, especially when those emails contain PDFs with important order details?

What if you could automate this entire process, freeing up your time and eliminating data entry errors? This is where integrating MailParser and Zoho CRM comes in handy.

Here’s how:

  1. MailParser extracts data: We have created parsing rules in MailParser to identify key information from emails, including those within PDFs attached to the emails.

  2. Map data to Zoho CRM fields: We configured MailParser to recognize extracted data points (e.g., names, addresses) and map them to corresponding fields in Zoho CRM (e.g., contact name, billing address).

  3. Automatic record creation/update: whenever a new email arrives in your inbox with the expected format, MailParser will parse the data, and if it matches your parsing rules and criteria, it will automatically create a new record in Zoho CRM or update an existing one with the extracted information

As soon as the parsed data is updated in Zoho CRM, MailParser automatically sends the parsed data to an e-commerce platform like BigCommerce, Amazon, etc (based on the order origin), which significantly reducing order fulfillment processing time.

This streamlined integration increases efficiency and accuracy, as there is no longer a need to have someone in your company in charge of the manual input of this data.

Zoho CRM Email Parser (Native) vs. MailParser: Which One is best?

Integrating Zoho CRM with a MailParser service can offer several benefits, even though Zoho CRM has a built-in email parser. A wide range of extraction rules available in MailParser can cope with even the most complicated PDF formats that the native Zoho CRM Email Parser may not support. MailParser can handle PDF files with complex formatting, such as multiple columns, tables, and unstructured data.

For example, a PDF file generated from an Excel spreadsheet with structured data and formatting can be accurately extracted and imported into Zoho CRM using MailParser.

In short, Zoho CRM's built-in Email Parser might suffice if your email parsing needs are straightforward, and you don't need extensive data extraction from PDFs or integration with other platforms.

However, if you deal with complex PDF files, and unstructured data, or require advanced data parsing rules, and send the parsed data to third-party applications like e-commerce platforms seamlessly, MailParser is your best bet.

Don't settle for Zoho CRM's basic email parser! Simplify Complex Data Extraction with MailParser for Zoho CRM, ensuring no data gets left behind.

How can integrating MailParser with Zoho CRM benefit my business?

Imagine you're a seller on platforms like Amazon or BigCommerce, but you rely on various vendors to manufacture your products. When a customer orders something, the details need to be relayed to the specific vendor who makes that item. This creates a complex situation where you receive order information from multiple vendors, often in long and intricate PDF formats.

Here's where the traditional approach gets messy: manually entering all this data from PDFs into your Zoho CRM system.It's time-consuming, prone to errors, and slows down the entire order fulfillment process.

With MailParser integrated with Zoho CRM, you can automate the process of extracting and processing information from email attachments, saving you time. By automatically extracting and processing information from email attachments, employees can focus on more strategic tasks, leading to increased productivity and efficiency. Additionally, automated data entry eliminates errors that can arise from manual entry, ensuring more accurate and reliable information in Zoho CRM.

The Challenge:

The Solution: Automating Data Extraction with MailParser

Here's where MailParser comes to the rescue:

Benefits:


Need help creating custom parsing rules for extracting data from PDFs? We've got you covered.

Our Zoho Creator developers will create custom parsing rules in MailParser to extract data from emails & PDF documents. No more manual data entry!.

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Need help creating custom parsing rules for extracting data from PDFs? We've got you covered.

Our Zoho Creator developers will create custom parsing rules in MailParser to extract data from emails & PDF documents. No more manual data entry!.