January 21, 2026
Frédérick Stankunas, Advisor Performance and Technology at NSI, shares the benefits of using Zoho Flow in this 3 blogs serie.
You always receive the same emails… and you copy and paste the information manually… A supplier always sends you confirmations in the same format, a partner forwards you new customer registrations, always with the same fields, or even an external tool sends you alerts or formatted orders.
Each time, someone has to open the email, copy the information, and paste it into Zoho CRM or elsewhere. This repetitive work is not only time-consuming, but also a source of errors. And if you have a large team, it becomes difficult to ensure consistency.
Perhaps you would prefer the information in the email to be automatically extracted and integrated into Zoho CRM or any other module in your Zoho ecosystem?
The solution: Use Zoho Flow to automatically read and process emails
Zoho Flow can be used as an intelligent intermediary. It receives an email (via Zoho Mail, Outlook, or another compatible source), then reads its HTML content to extract the relevant fields.
What you can do with this approach:
- Read fields such as: Last Name, First Name, Phone Number, Email Address, Address, Type of Service Requested, etc.
- Clean up the HTML to keep only useful values
- Automatically create a contact or opportunity in Zoho CRM
- Link the contact to a project, send a confirmation email, or trigger an evaluation process
How does it work?
️Let’s take a concrete example of an email received and always formatted as follows:
Primary contact: Sophie Marchand
Phone: 514-123-4567 Email: sophie@email.com
Address: 123 Example Street, Montreal
In a case like this, Zoho Flow can:
- Receive this email automatically (via Zoho Mail or a webhook)
- Read the raw HTML or text of the message
- Identify each line and extract what comes after the “:”
- Create a contact and/or opportunity record in Zoho CRM with all fields pre-filled
Why does Zoho Flow make this approach so powerful?
- No manual entry
- No copy-paste errors
- Huge time savings for sales, customer service, or administration teams
- Complete customization of where the records are created
Would you like to implement this automation in your company? At NSI, we can guide you through the implementation or do everything for you.
We can analyze your email format, design the flow in Zoho Flow, create cleaning, cutting, and validation rules, and integrate it into your CRM, Books, Projects, and other modules.
Write to us to discuss your situation. A simple extraction can revolutionize your daily life.
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