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Zoom Email Sync

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Zoom Email Sync.

Introduction

Zoom Email Sync feature helps firm staff/case managers to sync all their email communications to INSZoom (one way). If a firm staff/case manager sends emails from INSZoom and replies to the emails are received in the firm staff’s/case manager’s email inbox then those can also be synced back to INSZoom using this feature. Any email communication done outside INSZoom can also be synced.

Synced emails in INSZoom are tagged to the firm staff/case manager and respective “Corporation” or “Foreign National” or “Case” profile. This ensures that all communication is maintained in INSZoom for a client or a case for future reference.

How to subscribe for Email Sync?

“Email Sync” is a billable feature and each case manager/user has to subscribe to this feature for his/her account. To turn on email sync, case manager/user needs to go to Setup > Subscriptions > Zoom Email Sync.

  • Toggle the Subscribe button to On.

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  • Confirm your request.

How Zoom Email Sync works?

Emails sent from INSZoom

  • Any email sent from INSZoom by a firm staff/case manager is sent using “messenger@inszoom.net” email id with an option to reply to sender case manager email.

  • If the recipient replies to all, email reply is received at sender case manager email and messenger@inszoom.com. Zoom Email Sync feature reads and syncs the email received at messenger@inszoom.com to INSZoom.

    • Email reply will be synced back to Corporation/Client/Case profile depending on where was it originally sent from.

    • While replying if sender does not change the subject line, Zoom Email Sync uses the subject line and a hidden code to tag the email back.

    • If the subject line is changed or hidden code is not available, Zoom Email Sync uses Corporation/Client/Case ID in square brackets in subject line to tag the email back.

    • If the subject line is changed and hidden code is not available and there is no ID available, then it is synced to “Unassigned Emails” sections at Setup > Settings > Organization Tools > Emails.

  • If the recipient does not reply to messenger@inszoom.com, then the case manager needs to forward the reply to messenger@inszoom.com for it to sync to INSZoom.

    • If the subject line is unchanged, Zoom Email Sync uses the subject line and a hidden code to tag the email back.

    • If the subject line is changed or hidden code is not available, Zoom Email Sync uses Corporation/Client/Case ID in square brackets in the subject line to tag the email back.

    • If the subject line is changed and hidden code is not available and there is no ID available, then it is synced to “Unassigned Emails” sections at Setup > Settings > Organization Tools > Emails.

Email communication done outside INSZoom

Firm staff/case manager can forward any email communication done outside INSZoom to messenger@inszoom.com and it will be synced.

  • Zoom Email Sync uses Corporation/Client/Case ID in square brackets in the subject line to tag the email.

  • If there is no ID available, then the email is synced to “Unassigned Emails” sections at Setup > Settings > Organization Tools > Emails.

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  1. Article type
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  2. Tags
    1. email sync
    2. INSZoom