We use Zoho CRM Professional Edition
and want to automate processing incoming emails:
People with emails who are not yet in your system should be automatically created
People who are in CC also should be created as well as all people address in the email
If they share the domain with another email, the address data should be cloned
Some emails (for new leads) have a very clear format with additional information referring to our projects numbers. These should immediately get a response email with a request of action and a task for a member of our company to validate and check within 2 days
If an Email sender is from an existing company/account then he should be copied directly into the contact lists and not into the leads lists
I believe for someone who has experience with Zoho and Email Parsing this job can be done in 3-4 hours. I have almost done it myself. If you apply for this job and you know less about Zoho than me, it is not worth pursuing. My budget is therefore EUR 250-350. However, I am looking for someone who can help us on automating and integrating a lot more things in Zoho. Phonebridge, Campeigns, Therefore, there are many more jobs to follow.