CRM Help

Zoho Mail Add-on

Email communication has changed the way we do business today and having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the Zoho Mail add-on you can now manage all your customer correspondence within your Zoho CRM account. It helps you to automatically track the email conversations that you have with your customers and associate them to your leads and contacts in CRM.

Availability

Permission Required: Users with Zoho Mail Integration permission in their profile.

Benefits

  • Centralize all customer information and email correspondence inside Zoho CRM
  • Associate customers' email conversation with CRM data (leads, contacts and potentials)
  • Share and update customer-specific emails with other users within the account
  • Send and receive emails simultaneously in CRM and your favorite POP enabled email client

Key Features

  • Email tab inside Zoho CRM
  • Send and receive all your emails without leaving Zoho CRM
  • Share customer emails with colleagues (emails from selected records or all records)
  • Thread view of Email conversations
  • Get quick email notifications of the emails from prospects and customers.
  • Integrate with Gmail, Yahoo, Hotmail and any other POP email services

Setting up Zoho Mail Add-on

Configure Zoho Mail Add-on | Gmail Integration

Sending and Receiving Emails

Send Emails | Attach from Zoho Docs | Receive Emails | Add Details to CRM from Zoho Mail

Others

Error Messages | MailMagnet | Frequently Asked Questions

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