CRM Help

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

Permission Required: Users with Integration with Microsoft Outlook permission in their profile.

Key Features

  • Synchronize contacts, calendar events and tasks automatically from Microsoft Outlook to Zoho CRM.
  • Associate MS Outlook inbound and outbound emails with Leads, Contacts or Potentials in Zoho CRM.
  • Add 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 Vista, Windows 7 and 8.
    Please note that this plug-in is not supported in Mac.
  • Software: Microsoft Outlook 2007/2010/2013

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 | Sign in via Google/Yahoo/Facebook | 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

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