Pre-requisites for Email Validator by Zero Bounce for Zoho CRM Extension

1. You must be the Zoho CRM's Super Admin.
   
2. You must have Zero Bounce account and API Key to configure it in the Extension.
   

How to get Zero Bounce API Key

1. Login to your Zero Bounce Account: Login to Zero Bounce
2. If you don't have Zero Bounce Account, Sign up for Zero Bounce and get 100 free email credits.
   
3. Copy the existing API key or create a new API Key from here: Zero Bounce API Key
   

How to Install the Extension

1. Go to Marketplace → Select All Extension → Search for Email Validator by Zero Bounce for Zoho CRM.
   
2. Click on Install.
   
3. Agree to the Terms & Conditions and Authorize Email Validator by Zero Bounce for Zoho CRM Extension to access and process your data as required and click on Continue.
   

1. Select one of the following options and click on Confirm
   

1. Once the extension is Installed successfully, a configuration pop-up screen will open. Kindly enter the required details.
   
1. Click the checkbox to enable automatic email validation when creating a Lead or Contact record.
   
2. Enter the API credit balance to receive an email notification when your balance falls below this number. The notification will be sent to the Super Admin’s email address.
   
3. Enter the Zero Bounce API Key.
   
4. Click on Save.

1. Following fields will be added to Leads and Contact module upon successful Installation of the Extension. You can rearrange the fields from the Modules and Fields customization setting.
   

How to use the Email Validator by Zero Bounce for Zoho CRM Extension

Automated Email Verification

Note: 

To carry email validation details into the Contact record during lead conversion, please map the fields under Lead Conversion Field Mapping settings. This helps optimize API credit usage.

Manual Email Verification

When the ‘Enable Automatic Email Verification’ checkbox is not selected, the email must be verified manually using the ‘Validate Email’ button after the Lead or Contact record is created.

To validate the email click on Validate Email button on the Detail View page of the record.

After clicking the ‘Validate Email’ button, a message will be displayed showing the email validation status (e.g., valid, invalid, etc.).

After closing the message popup screen, fields get updated 

Mass Email Validation

To validate emails in bulk:

1. Go to the List View of the module and select the desired Leads.
2. Select no more than 200 records at a time. For optimal performance, we recommend selecting up to 100 records.
   
3. Click the ‘Validate Email’ button to initiate bulk validation.
   

Once the Emails are validated, a message will be displayed showing the email validation status (e.g., valid, invalid, etc.).

Zero Bounce API Credits Notification

If an API limit is set and your API credits fall below this threshold, an email notification with the details will be sent once a day to the Zoho CRM Super Admin’s email address.

Uninstalling the Extension

To uninstall the extension:

1. Navigate to Marketplace → Installed.
   
2. Locate Email Validator by Zero Bounce for Zoho CRM and click Uninstall.
   

The extension will be removed from your Zoho CRM account.

Note: 

Uninstalling the extension will remove all fields added by the extension along with their validation data. Existing records in your Zoho CRM account will remain intact; only the validation fields and their associated data will be deleted.

Notes:

1. Emails that have already been validated will not be validated again to prevent unnecessary API credit usage. To validate them again, clear the value in the ‘ZB Email Status’ field and click the ‘Validate Email’ button.
2. To update settings such as Automatic Email Validation or the Low API Credit Balance threshold, navigate to the extension’s configuration page, make the necessary changes, and save.