CRM Help

Zoho CRM for Google Apps

Zoho CRM for Google Apps makes it easier for your business to collaborate, communicate and share information, all in a single, centralized place. If your business is using Google Apps, you can now synchronize Google Mail and access other information from within Zoho CRM.

Your business is sure to gain an edge with better collaboration and customer information with the features that helps you to attach documents from Google Drive, export events to Google Calendar and add contacts from Google Contacts, configure Gmail, all directly from inside Zoho CRM.

Benefits

  • Manage all your Email interactions with customers in a single place.
  • Better perspective on your customers' views and needs as you can track the Email interactions handled in Google Mail inside Zoho CRM and vice versa.
  • Free yourself from the hassles of attachments and mismatches in versions as you can directly attach files from Google Drive within Zoho CRM.
  • Be up-to-date with the CRM appointments by exporting them to your Google Calendar and collaborate with your colleagues.
  • Easily import and get access to your Gmail contacts from within Zoho CRM.
  • Quickly access and view your CRM data by embedding CRM gadgets on iGoogle, Google Mail and Google Sites.
  • Log in to Zoho CRM from Google's universal navigation with your Google Apps credentials.

Key Features

The table below provides details on the various features:

Feature Description
Activate Zoho CRM from Google Apps To activate Zoho CRM from Google Apps - Solutions Marketplace
Add Users from Google Apps To add users from Google Apps to Zoho CRM
Import Contacts from Google Apps To import business contacts from Google Apps to Zoho CRM Contacts module and then share with other CRM users
Synchronize Email To send and receive Emails to business contacts from Google Mail and synchronize with Zoho CRM data. You can also send and receive Emails from Zoho CRM and update in Google Mail.
Attach Files from Google Drive To attach files (documents, spreadsheets, presentations etc.) from Google Drive to Zoho CRM modules
Export Events to Google Calendar To export events from Zoho CRM to Google Calendar and then share with Google Apps users
Embed Zoho CRM gadgets To embed Zoho CRM gadgets for Leads, Accounts, Contacts, and Tasks into Google Sites, Gmail and iGoogle
Zoho CRM Contextual Gadget for Gmail To add leads/contacts and the related notes, tasks, potentials to your Zoho CRM account from within Gmail.
Zoho CRM Web Forms for Google Sites To create web forms and publish it to Google Sites.
Synchronize Google Contact To schedule synchronization of contacts between Zoho CRM and Google Contacts.
Synchronize Google Calendar To schedule synchronization of events between Zoho CRM and Google Calendar.
Export Tasks to Google Tasks To export tasks from Zoho CRM to Google Tasks.
Zoho CRM got Google AdWords Import your AdWords marketing investments into Zoho CRM to see which keywords and campaigns are responsible for each offline sale and export Zoho CRM sales data into AdWords to optimize your bids and budgets better.

Administrator Functions

Activate Zoho CRM from Google Apps Marketplace | Add Google Apps users to Zoho CRM

User Functions

Import Contacts from Google Apps | Synchronize Google Contacts | Configure Google Mail | Export Events to Google Calendar | Attach files from Google Drive | Zoho CRM Contextual Gadget for Gmail | Web Forms for Google Sites | Synchronize Google Calendar | Export to Google Tasks | Google AdWords Integration

Embed Gadgets

Embed Zoho CRM gadget into Google Sites | Embed Zoho CRM gadget into Gmail | Embed Zoho CRM gadget in iGoogle

Top