In order for this process to properly work we need 3 key components working at the same time.
1. Zoho Creator account synced to your Zoho CRM platform.
2. Enterprise edition on your Zoho CRM plan.
3. And ability to forward emails from your current email hosting provider. i.e. Outlook, Gmail, etc ( most do )
First, you need to determine what information to use as a search field for your zoho creator script. The Name of the account or the email associated with the account would do the trick, but before you make up your mind these are a few questions to consider in your logic selection.
a. Do you have multiple accounts under the same umbrella name? i.e. Holiday Inn Metro & Holiday Inn Austin,etc or you only have Holiday Inn. If you only have ...