Zoho CRM Plug-in for Microsoft Outlook

The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and events between Zoho CRM and Microsoft Outlook. In addition, you can copy customer-specific emails (incoming/outgoing) from MS Outlook to Zoho CRM and create cases based on customer(s) email messages.

 

Availability

Key Features

• Synchronize contacts, calendar and tasks between Microsoft Outlook and Zoho CRM
• Associate Outlook inbound and outbound emails with Leads, Contacts or Potentials in Zoho CRM
• Modify email message and file attachments to the Lead or Contact in Zoho CRM without modifying the original message in Microsoft Outlook
• Export contacts, calendar (events) and tasks from Microsoft Outlook to Zoho CRM
• Add emails as Cases to Zoho CRM
• Resolve conflicts while synchronizing contacts, calendar and tasks with Zoho CRM so that there is no duplication of customer data

System Requirements

• Hardware: x486 with 256 MB RAM or higher with a minimum of 10 MB disk space
• Operating Systems: Windows 2000/XP/2003, Windows Vista.
• Software: Microsoft Outlook 2000/2002/2003/2007/2010

Installation Procedure Download & Install Zoho CRM Plug-in for MS Outlook | Activate Zoho CRM Plug-in

Settings Sign in to Zoho CRM in MS Outlook | Category Settings | Synchronization Settings

Usage Synchronize Records | Export Records | Add Email to Records in Zoho CRM | Add Email as Case

Miscellaneous Topics Add or Remove from Zoho Category