Zero Bounce Connect for
Zoho CRM
Zerobounce Connect User Guide
Prerequisite for ZeroBounce Extension
- Zero Bounce API key is needed to call the APIs
How to get the Zero Bounce API keys:
- Log in to your Zero Bounce Account: https://app.zerobounce.com
- Copy the existing API key or create a new app and copy: https://www.zerobounce.net/members/apikey/
How to Install the extension?
To Install the extension:
5. Select one of the following options in ‘Choose Users/ Profile.’
- Install for admin only
- Install for all users
- And then, Choose Profiles
6. Click ‘Confirm’
7. On the Configuration Page, Navigate to Extension Setting
8. Enter the ‘Access Token’ in the API Key input box.
9. After completing the installation, open the Marketplace under settings and confirm the installation of the Upwise Zero Bounce Extension for ZOHO CRM.
10. Select Extension settings:
Enable Automated Email verification
Notify when API credits are less than << user entry>>
Notify when API Key is invalid
How to Use the ‘Zero Bounce’ Extension?
Verify Email Address
Manual Email Verification
When ‘ Enable Automated Email verification = N’
Select the CRM record(s) within Lead or Contacts module.
Select the “Validate Email” Button in the list view for the module or page view for the record
The extension runs verification for the Email address(s) in Zero Bounce
4. If the system determines the Email as valid, it updates the Email status to ‘Valid’.
5. If the system determines the Email as not valid, it updates the Email status to ‘Invalid’.
Automated Email Verification
When ‘Enable Automated Email verification = Y’
1. Lead or Contact record is created or Email for Lead or Contact record is updated (Refer to Image 9)
2. The extension runs verification for the Email address(s) in Zero Bounce
Mass Verification
1. Select records to validate
2. Select Validate Email button
API Credits
Notify when API credits are less than <>: A notification for an insufficient credit limit is generated when the credits available within Zero Bounce is less than (user entered limit).
API Key Error
Notify when API Key is invalid: Zero Bounce generates a notification if it encounters an error with the API key.
Messages
Verification messages
1. When email status = null and record is manually selected for verification
Single selection: Email verified in Zero Bounce
Multi selection: # email address verified in Zero Bounce
2. When the email status is not updated, users manually select records for verification.
Single selection: Email is already verified in Zero Bounce
Multi selection: No records identified for verification. Please modify selection criteria.
Email notifications
1. Notify when API credits are less than <“user limit”>
2. Notify when API Key is invalid
Notes
Automatic validation only when appropriate setting in enabled at time of installing the extension.
Automatic validation will run on data imports into Leads and Contacts
Automatic or manual email verification will run only for records with Email status = null.
When automation is selected, the system automatically sets the subdomain to Null and updates the email status if the email id for Leads or Contact records is updated.
Extension returns the verification status as returned by the Zero Bounce service and does not apply any validations to check the returned response.
- Finally, API Credits and API Key error checks are daily scheduled actions that are preset and cannot be updated after installation.
Uninstalling the extension
1. Go to Setup > Marketplace > All > Installed
2. Under All Installed Application, view the Zero Bounce Application and select the link to Uninstall.
3. Click Ok to confirm and uninstall the Zero Bounce Extension.
Zero Bounce Status Information
| ZB_fields | Values | Description |
|---|---|---|
| ZB Email Status | Valid Invalid Catchall Unknown | Checking the status of email validation refers to assessing the results or condition of the process for a specific email address, aiding users in evaluating the quality and deliverability of their email list and ultimately improving email deliverability rates. |
| ZB Additional Status | has_dns | DNS records are crucial for directing emails to the correct mail servers as they suggest that the domain is set up properly, which can positively influence email deliverability. |
| has_dns_mx | The domain is configured to handel email traffic improving the chances of successful email delivery | |
| bad_syntax | It refers to an issue with the structure or format of an email address, which means there are errors in its composition. | |
| free_email_host | Identifying that the email address is hosted by a free email service provider helps users distinguish between personal and business emails, and understand the potential implications for email marketing. | |
| role_account | It refers to an email address that us associated with a specific role or function within an organization rater than an individual. | |
| Profanity | It is maintaining a professional and respectful email communication environment | |
| disposable_email | Refers to an email address that belongs to a disposable email service. These address may lead to a higher risk of bouncing or being inactive over time | |
| government_host | This could include email adresses belonging to govt organizations , agencies or departments | |
| academic_host | Identifying an email address associated with an educational institution can be useful for businesses or organizations to categorize recipients based on their affiliation with academic hosts, aiding in targeted communication strategies. | |
| military_host | Identifying an email address associated with a military domain can be useful for businesses or organizations to segment their email lists based on the nature of the recipients, enhancing targeted communication efforts. | |
| international_host | INT designated domain names. | |
| squatter_host | Host likely intended to look like a big-time provider (type of spam trap) | |
| spelling_mistake | The input was misspelled | |
| bad_dns | There are problems with the DNS records of the domain to which the email belongs to | |
| temporary_dns_error | This mmight occur due to temporary network issues, server unavailability or ther transient problems | |
| connect_fails | Unable to connect to remote host. | |
| accepts_all | Remote host accepts mail at any address. | |
| contains_alias | The email address supplied contains an address part and an alias part. | |
| contains_subdomain | The host in the address contained a subdomain. | |
| smtp_connectable | We were able to connect to the remote mail server. | |
| spamtrap_network | Host is affiliated with a known spam trap network. | |
| historical_response | Indicates the result was generated using the historical-driven algorithm |