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Question

From Email to CRM

  • May 7, 2026
  • 1 reply
  • 8 views
E

Good Afternoon 

 

I am in need of some help. I have no clue how to set this up. I created an alias email for sales. As I send emails from this email I need it to but placed in my CRM as a lead. Using Zoho mail and a CRM called PMsuite. I’ve already connected my email to PMsuite.  

 

I would like to set up a zap to create a new lead when I email from my sales email and create automatic follow up emails as well.  

Can someone point me in the right direction of setting this up please.? 

 

Thank you 

    1 reply

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • May 7, 2026

    Hi ​@Encircle26 

    PMSuite does not have a public Zap app integration listed here: https://zapier.com/apps

     

    Try reaching out to PMSuite Support for help with their app and possible guidance about ways to integrate with API endpoints and webhook events, which are supported in Zaps.

     

    If you are looking to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

    ⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
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