What Emails to Whitelist for Zoho CRM

Introduction

Welcome to our article about what emails to whitelist for Zoho CRM. In today’s digital age, businesses across the world have been heavily relying on Customer Relationship Management, or CRM, software to manage customer interactions and streamline their sales, marketing, and customer service operations. Zoho CRM is one of the leading CRM software in the market, providing businesses with a robust set of tools to manage customer data and automate workflows. However, like any other platform or software, it is important to ensure that the emails from the platform are delivered to your inbox or spam folder. This article will provide a comprehensive guide on what emails to whitelist for Zoho CRM.

What is Whitelisting?

First, let us understand what whitelisting means. In simple terms, whitelisting is the process of adding trusted email addresses to a list of approved contacts or senders. This ensures that emails from these senders always land in the recipient’s inbox or a specific folder (e.g., ‘Whitelist Folder’) and are not marked as spam or deleted by the email client or email service provider.

Why is Whitelisting Important?

Whitelisting is important to ensure that you receive important emails from your CRM software vendor or other business contacts. If the emails from these contacts are flagged as spam or end up in the junk folder, you might miss out on important updates, notifications, or alerts. In addition, some email clients or service providers might automatically delete the emails from unknown senders, which can result in losing important information or data.

How to Whitelist Emails for Zoho CRM?

Now, let us discuss what emails to whitelist for Zoho CRM. To ensure that you receive all the important emails from Zoho CRM, you need to whitelist the following email addresses:

Email Address	Purpose
crm@zoho.com	Transactional and promotional emails related to your Zoho CRM account
support@zoho.com	Emails related to customer support and technical assistance
noreply@zoho.com	Emails related to automated workflows and notifications such as task reminders or lead assignment
mailserver@zoho.com	Emails related to email campaigns, such as newsletters and marketing emails

Make sure to whitelist all the above email addresses to ensure that you receive all the important emails from Zoho CRM. The process of whitelisting varies based on the email client or service provider that you are using. In the following sections, we will provide step-by-step instructions on how to whitelist emails for some of the popular email clients and service providers.

Whitelisting Emails for Popular Email Clients

Whitelisting Emails for Gmail

If you are using Gmail to receive emails from Zoho CRM, follow the below steps to whitelist the email addresses:

1. Log in to your Gmail account.
2. Click on the cog icon in the top-right corner and select ‘Settings’.
3. Go to the ‘Filters and Blocked Addresses’ tab.
4. Click on ‘Create a new filter’.
5. In the ‘From’ field, add the email address that you want to whitelist (e.g., crm@zoho.com).
6. Click on ‘Create filter’.
7. Select ‘Never send it to the Spam folder’ and ‘Always mark it as important’.
8. Click on ‘Create filter’.

That’s it! Now, all emails from the whitelisted email addresses will land in your inbox and not get marked as spam.

Whitelisting Emails for Outlook

If you are using Outlook to receive emails from Zoho CRM, follow the below steps to whitelist the email addresses:

1. Log in to your Outlook account.
2. Click on the gear icon and select ‘View all Outlook settings’.
3. Go to the ‘Junk email’ tab.
4. Under ‘Safe senders and domains’, click on ‘Add’.
5. Add the email address that you want to whitelist (e.g., crm@zoho.com).
6. Click on ‘Save’.

Now, all emails from the whitelisted email addresses will land in your inbox and not get marked as junk or spam.

Whitelisting Emails for Apple Mail

If you are using Apple Mail to receive emails from Zoho CRM, follow the below steps to whitelist the email addresses:

1. Open Apple Mail.
2. Click on ‘Mail’ in the top menu bar and select ‘Preferences’.
3. Go to the ‘Rules’ tab.
4. Click on ‘Add Rule’.
5. Name the rule as ‘Zoho CRM Whitelist’.
6. In the ‘If any of the following conditions are met’ section, select ‘From’ and ‘Ends with’.
7. In the ‘Perform the following actions’ section, select ‘Move Message’ and select ‘Inbox’.
8. Click on ‘OK’.

That’s it! Now, all emails from the whitelisted email addresses will land in your inbox and not get marked as junk or spam.

Frequently Asked Questions

What is Zoho CRM?

Zoho CRM is a cloud-based Customer Relationship Management software that helps businesses manage customer data, automate workflows, and streamline sales, marketing, and customer service operations.

What are the benefits of whitelisting emails?

Whitelisting emails ensures that you receive important emails from trusted senders and prevents them from getting marked as spam or getting deleted by the email client or service provider.

How do I whitelist emails in Zoho CRM?

You do not have to whitelist emails in Zoho CRM. You only need to whitelist emails in your email client or service provider to ensure that you receive all the emails from Zoho CRM.

What happens if I do not whitelist emails in Zoho CRM?

If you do not whitelist emails from Zoho CRM, some of the important emails such as updates, notifications, and alerts might get marked as spam or end up in the junk folder, which can result in missing out on important information or data.

How do I know if an email is from Zoho CRM?

All emails from Zoho CRM will have the sender’s email address as one of the following – crm@zoho.com, support@zoho.com, noreply@zoho.com, or mailserver@zoho.com.

Can I whitelist emails for specific folders in Gmail?

Yes, you can create filters in Gmail and add rules to ensure that emails from specific senders always land in a specific folder.

Are there any other email addresses that I need to whitelist for Zoho CRM?

No, the above email addresses are the only email addresses that you need to whitelist to ensure that you receive all the important emails from Zoho CRM.

What if I have multiple email accounts?

If you have multiple email accounts, you need to whitelist the email addresses in each of the email accounts to ensure that you receive all the important emails from Zoho CRM.

What if I still do not receive emails from Zoho CRM after whitelisting?

If you still do not receive emails from Zoho CRM after whitelisting the email addresses, you need to check your email client or service provider settings or contact their customer support for assistance.

What if I accidentally whitelist an email address?

If you accidentally whitelist an email address, you can remove it from the whitelist by following the same steps that you used to whitelist it.

What if I use a different email client or service provider than the ones mentioned in this article?

If you use a different email client or service provider than the ones mentioned in this article, you can search online for instructions on how to whitelist emails in your specific email client or service provider.

What if I want to stop receiving emails from Zoho CRM?

If you want to stop receiving emails from Zoho CRM, you can unsubscribe from their email list or contact their customer support to remove your email address from their mailing list.

What if I have more questions about whitelisting emails for Zoho CRM?

If you have more questions about whitelisting emails for Zoho CRM, you can contact their customer support for assistance.

Conclusion

In conclusion, whitelisting emails for Zoho CRM is a simple yet important step that businesses need to take to ensure that they receive all the important emails from the platform. By whitelisting the email addresses crm@zoho.com, support@zoho.com, noreply@zoho.com, and mailserver@zoho.com, you can make sure that all the transactional, promotional, technical, and automated emails from Zoho CRM land in your inbox and not get marked as spam or junk. We hope that this article has provided you with a comprehensive guide on what emails to whitelist for Zoho CRM and how to whitelist them in some of the popular email clients and service providers.

Closing or Disclaimer

The information provided in this article is accurate at the time of publication. However, the email addresses and whitelisting procedures mentioned in this article might change in the future. We recommend that you check with your email client or service provider for the latest procedures on how to whitelist emails. We are not affiliated with Zoho CRM or any of the email clients or service providers mentioned in this article. The information provided in this article is for informational purposes only and does not constitute professional advice. We do not assume any liability for any actions taken based on the information provided in this article.