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For a while now, we have been stressing the importance of ‘contextual information integration’ where the focus is on user’s data and context and not the application. To demonstrate this, we have integrated several Zoho Apps and users have reaped the benefits of such integration.

Today, we are expanding this to a third party app – Gmail. Earlier this year, along with Google Apps Marketplace, Google announced Contextual Gadgets for Gmail enabling third party applications to integrate into an email message in Gmail. This falls inline with our approach to contextual integration, so we decided to integrate our Business Apps into Gmail through Gmail Contextual Gadgets.

So, what does this mean to you as a user?

When you receive an email from your customer in Gmail, our CRM Gadget can display the customer information (pulled from Zoho CRM) along with the notes, contact info etc within the email. Similarly, the Invoice gadget can display information like overdue or unpaid Invoices from that customer, all without leaving that email message.

This is just the beginning. There are ​​​​​​​​​many other things you can do through these contextual gadgets. Here are a few …


Zoho CRM


  • With a click, you can search to see if the sender exists in your CRM system
  • From the email, you can add the sender to Zoho CRM as a Contact or a Lead
  • You can add a Potential to a Contact or update it right from the email message
  • If the sender is already present in your CRM database, you can view existing details within the email message
  • You can Add/View Tasks or Notes to the sender within the email message

Additional information about this is

available here
.




Zoho Invoice

Zoho​​​ Invoice integrates tightly with Google Apps through the contextual gadget and offers this functionality.

  • If the sender is present in the system, his information is pulled from Zoho Invoice and displayed within the email
  • Email History: All emails sent from Zoho Invoice to this user are listed within the gadget
  • You can see all unpaid invoices with status as ‘Unpaid’ or ‘Open’ for the sender
  • You can view the payments received from the sender within the gadget

Additional information about this is

available here
.


Zoho Projects

We talked about our Zoho Projects contextual gadget

here
.​​​​

As you see, the possibilities of contextual integration are endless. This is just the beginning. We will be rolling out additional functionality to these gadgets moving forward, and of course, additional Zoho Apps will make their way into Google Apps Marketplace. If you’d like to see any specific app integrated, please drop us a line.

As always, we can’t wait to hear your feedback.

PS: We’d like to thank Google team for their continuous support. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

  1. tfnieves

    I’m a 65 year old man. This is it! The contextual information integration is the focus I’m been searching for years. I’m just an accountant and a novice in iT computers with my home office and a Desktop pc. Please keep up the good work. Congratulations.

  2. tfnieves

    I’m a 65 year old man. This is it! The contextual information integration is the focus I’m been searching for years. I’m just an accountant and a novice in iT computers with my home office and a Desktop pc. Please keep up the good work. Congratulations.

  3. michaelm.tikisgrill.com

    We got the Zoho CRM, Integration With Gmail Contextual Gadgets working great.Feature requests is look at adding a button that would say click here to go to the contact. Then it would open zoho crm to the contact.Thank you and keep up the good work

  4. michaelm.tikisgrill.com

    We got the Zoho CRM, Integration With Gmail Contextual Gadgets working great.Feature requests is look at adding a button that would say click here to go to the contact. Then it would open zoho crm to the contact.Thank you and keep up the good work

  5. Tom

    Hi – when will this be available outside Google Apps and in regular GMail

  6. Tom

    Hi – when will this be available outside Google Apps and in regular GMail

  7. amardeep shaw

    pls contact me i want to know more about zoho so that i can make use of it, i dont know how to operate it

  8. amardeep shaw

    pls contact me i want to know more about zoho so that i can make use of it, i dont know how to operate it

  9. Andrew Shuttleworth

    Unless I already missed it, adding two way sync between Google Contacts and Zoho CRM would make this a killer combination.Some companies (like etacts.com) have also somehow got contextual gadgets for GMail. Even people with Google Apps accounts sometimes use GMail as well so gadgets for regular GMail is needed.

  10. Andrew Shuttleworth

    Unless I already missed it, adding two way sync between Google Contacts and Zoho CRM would make this a killer combination.Some companies (like etacts.com) have also somehow got contextual gadgets for GMail. Even people with Google Apps accounts sometimes use GMail as well so gadgets for regular GMail is needed.

  11. jayg

    Fantastic! Now if Google Calendar appointments could be added to customer information in CRM and invoices that’d be ideal for me as a psychologist. My colleagues and I constantly talk about our need for such a system to track and bill for appointments that is integrated with our calendars – and we overwhelming use gCal.

  12. jayg

    Fantastic! Now if Google Calendar appointments could be added to customer information in CRM and invoices that’d be ideal for me as a psychologist. My colleagues and I constantly talk about our need for such a system to track and bill for appointments that is integrated with our calendars – and we overwhelming use gCal.

  13. Naveen

    @PrakashWe do have plans on providing contextually integrated gadgets including Zoho CRM, Projects, Invoice etc., for Zoho Mail.Watch this space for updates from us!Naveen. V

  14. Naveen

    @PrakashWe do have plans on providing contextually integrated gadgets including Zoho CRM, Projects, Invoice etc., for Zoho Mail.Watch this space for updates from us!Naveen. V

  15. Prakash

    @Gopal & @Sridhar
    Thanks for your response.Sorry for note being clear; CRM is indeed integrated with Zmail; but what I meant was integration of various Zoho Application from the Zoho Mail Interface (as you are doing for gmail).Wish the Zoho team luck and success.Prakash

  16. Prakash

    @Gopal & @Sridhar
    Thanks for your response.Sorry for note being clear; CRM is indeed integrated with Zmail; but what I meant was integration of various Zoho Application from the Zoho Mail Interface (as you are doing for gmail).Wish the Zoho team luck and success.Prakash

  17. Naveen

    @HunterYes, Gmail contextual gadgets integration works only for Google Apps domains.Please have a look at http://www.zoho.com/google-apps/ to know more about Zoho – Google Apps integration.Do let us know if you’ve any feedback!Naveen. V

  18. Naveen

    @HunterYes, Gmail contextual gadgets integration works only for Google Apps domains.Please have a look at http://www.zoho.com/google-apps/ to know more about Zoho – Google Apps integration.Do let us know if you’ve any feedback!Naveen. V

  19. Sridhar

    Prakash, stay tuned for more integration on the Zoho Mail integration front!Sridhar

  20. Sridhar

    Prakash, stay tuned for more integration on the Zoho Mail integration front!Sridhar

  21. Hunter

    Do you have to be an Google Apps user to use these new gadgets? We use our regular Google accounts for all our email.

  22. Hunter

    Do you have to be an Google Apps user to use these new gadgets? We use our regular Google accounts for all our email.

  23. Prakash

    Hi Guys,
    Great work!I would request you guys to try and integrate ZohoMail with CRM, Projects & other apps at the earliest. That would be great for those who are fully on ZOHO.I hope that you guys will focus on ZMail as much as you do on GMail.Prakash

  24. Prakash

    Hi Guys,
    Great work!I would request you guys to try and integrate ZohoMail with CRM, Projects & other apps at the earliest. That would be great for those who are fully on ZOHO.I hope that you guys will focus on ZMail as much as you do on GMail.Prakash

  25. ashortridge

    We are up and running with the new gadgets! They work great!!

  26. ashortridge

    We are up and running with the new gadgets! They work great!!

  27. Naveen

    @JonThanks for asking. We do have plans to contextually integrate our CRM/Invoice gadgets in Zoho Mail.We’ll keep the community posted as and when we make any progress!Naveen. V

  28. Naveen

    @JonThanks for asking. We do have plans to contextually integrate our CRM/Invoice gadgets in Zoho Mail.We’ll keep the community posted as and when we make any progress!Naveen. V

  29. Naveen

    @AshortidgeGmail contextual gadgets will be automatically enabled if you add any of our Zoho Apps (CRM, Projects, Invoice) into your Google Apps domain.Please hit this URL #… to add Zoho Apps in your Google Apps domain.Send a mail to support(at)zohogadgets(dot)com if you’ve any other clarifications!Naveen. V

  30. Naveen

    @AshortidgeGmail contextual gadgets will be automatically enabled if you add any of our Zoho Apps (CRM, Projects, Invoice) into your Google Apps domain.Please hit this URL #… to add Zoho Apps in your Google Apps domain.Send a mail to support(at)zohogadgets(dot)com if you’ve any other clarifications!Naveen. V

  31. Jon

    Hi,Are there any plans to include these features into Zoho Mail, especially the invoice gadget.Kind RegardsJon

  32. Jon

    Hi,Are there any plans to include these features into Zoho Mail, especially the invoice gadget.Kind RegardsJon

  33. ashortridge

    This is great! How do I enable this?Thank you!!

  34. ashortridge

    This is great! How do I enable this?Thank you!!