Journeys Through Search

Zoho CRM email setupEmails from the CRM that go out under your name and reach the inbox.

Zoho CRM sends follow-ups, workflow alerts and mass emails for your team. Before it can send from your own domain, the domain has to be authenticated. We set up the DNS records, the from addresses your team and automations use, and the templates that fill in from the record.

  • DKIM and SPF records for each sending domain
  • From addresses for users, teams and workflows
  • Deliverability settings checked and tested
  • Email templates with merge fields on every module you send from

900+ integrations completed · We sign BAAs

How it works

  1. 1
    Authenticate

    Your domain added in Zoho CRM, then DKIM and SPF published in DNS

  2. 2
    Set the senders

    From addresses set up for users, shared teams and workflow emails

  3. 3
    Send

    Templates go out from the record or from a workflow, under your domain

What a Zoho CRM email setup covers

Zoho CRM checks your sending domain before it lets you use it. You add the domain under Email Deliverability in Setup, and Zoho gives you a DKIM record, which is required, and an SPF entry, which is recommended. Once they are live in DNS and validated, emails go out from your own address.

Skipping this step has a cost. Zoho replaces a from address on a domain that is not authenticated with its own domain, so your customer sees an address they do not know. Adding DMARC on top of DKIM tells receivers what to do with mail that fails.

SPF needs care. A domain can only have one SPF record, so Zoho's entry is added to the record you already have instead of creating a second one, which would break both.

From addresses finish the setup. Each user sends from their own address, shared teams like admissions or billing get their own, and workflow alerts and mass emails go out from an address that customers can reply to.

What's included

What Zoho CRM email setup includes

Domain authentication

Each sending domain added in Zoho CRM, the records published in DNS and validated.

DKIM record

The DKIM record Zoho generates, published with the right host name so it validates.

SPF record

Zoho added to your existing SPF record as one combined record.

DMARC policy

A DMARC record added or adjusted, starting with reports so nothing legitimate is blocked.

From addresses

User, team and workflow from addresses set up so every email has a sender people can reply to.

Workflow email alerts

Alerts to your team and to outside partners sent from the right address when a record changes.

Email templates

Templates with merge fields for each module your team sends from.

Mass email

Mass email set up with views of the right records, inside the sending limits of your Zoho edition.

Works with

All Zoho CRM integrations

Every system we connect to Zoho CRM, in one list

Web forms

Gravity Forms, Jotform and Typeform fills create leads with tracking attached

Chat and texting

LiveChat, SnapEngage and Avochato conversations saved to the lead

EMR

Kipu and Zoho CRM kept in step

Ad platforms

Google Ads, Microsoft Ads and Meta leads in, offline conversions out

Email marketing

ActiveCampaign lists and automations that follow Zoho CRM

Reporting

Zoho CRM data in Google Sheets and Looker Studio

Calls in the CRM

Calls, texts and recordings on the Zoho CRM record, with a telephony widget

Are your Zoho CRM emails showing the wrong sender?

Book a free call. We check your domain setup in Zoho CRM and show you what is missing.

Book a free call →

What clients say

900+ integrations completed
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
Jason Landver
CEO, Recovery Beach
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
Mike Kwak
On-Site Adjusting
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
Tarra Boggs
EHS & Compliance Operations Manager

How it works

How Zoho CRM email setup works

  1. 01

    Free call

    We look at who sends email from Zoho CRM, from which addresses, and what goes out automatically.

  2. 02

    Project quote

    Priced by project, not by the hour. You approve before we start.

  3. 03

    Build and configure

    Domains authenticated, from addresses set up and templates built and tested on real records.

  4. 04

    Go live and train

    Your team shown how to send, which address to use and how to edit templates.

Working with us

Zoho CRM email setup FAQ

Why does Zoho CRM show a different from address than mine?

Zoho replaces from addresses on domains that are not authenticated. Once your domain has DKIM in place, your own address is used.

Is SPF required?

Zoho requires DKIM and recommends SPF. We set up both, since receivers check both.

We already have an SPF record. Will this break it?

No. Zoho's entry is added to your existing record, so everything that already sends for you keeps working.

Who makes the DNS changes?

We prepare the exact records. Whoever manages your DNS adds them, or we add them with access you give us.

Can workflow emails go to people outside our team?

Yes. Workflow alerts can email partners or outside teams when a record changes, using a template.

Do you build the templates too?

Yes. See our Zoho CRM email templates page for templates with merge fields.

How is it priced?

By project, not by the hour. The first call is free, and you get a project quote after it.

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