Zoho Docs & Zoho Mail Integration

We

mentioned earlier that 2009 will be year of integration between Zoho

Applications. We recently rolled out updates to Zoho Docs and Zoho Mail

Applications integrating the two.

Zoho Docs integration into Zoho Mail

Next

time you compose an email in Zoho Mail, you'll notice a new option

'Attach from Docs' in the compose window. This new feature lets you

attach documents from Zoho Docs. The Zoho Docs dialog provides

different options to choose the documents you want to attach - from

your folder structure, Recent Documents or by file type.




Zoho Mail Integration to Zoho Docs

Zoho

Docs integration into Zoho Mail is useful when you are in Zoho Mail and want to attach

a document. But what if you are in Zoho Docs and want to email a

document? You shouldn't have to go to email application to attach a

document, right? For this reason, we integrated Zoho Mail in Zoho Docs

as well.


If you want to email a document from Zoho Docs, just click the Email icon beside

the document name and it'll launch the compose window from Zoho Mail

with the document automatically attached. As the compose window is

coming from Zoho Mail, all the features are available inside Docs, including the address book.


If you want to email multiple files, select multiple files in Zoho Docs, right click and choose the 'Send Mail' option.


Apart from this, as you may know, you can open attachments in Zoho Mail with Zoho Writer/Sheet/Show.


Contextual integration is the theme we are focusing on as we integrate

our applications. I'll expand more on this in a separate post. We hope you'll find this integration useful. Please do let us know your feedback.



Comments

34 Replies to Zoho Docs & Zoho Mail Integration

  1. When the attachment in Zoho mail is opened in Zoho sheet, how do I save this document in Zoho sheet? Or How would I find this document in Zoho docu? I really want to do these things(Modification, Sending documents, etc) all online, which means I don't want to save any of the documents in my hard disk.
    Thanks in anticipation!

  2. When the attachment in Zoho mail is opened in Zoho sheet, how do I save this document in Zoho sheet? Or How would I find this document in Zoho docu? I really want to do these things(Modification, Sending documents, etc) all online, which means I don't want to save any of the documents in my hard disk.
    Thanks in anticipation!

  3. Like Kimberly, I want to also link all items related to a contact/opportunity with that contact opportunity. Emails with my co-workers I want to link with the item it pertains to as well as emails from vendors I want link to the contact/opportunity it's in relation to.How do I do this? Thanks!

  4. Like Kimberly, I want to also link all items related to a contact/opportunity with that contact opportunity. Emails with my co-workers I want to link with the item it pertains to as well as emails from vendors I want link to the contact/opportunity it's in relation to.How do I do this? Thanks!

  5. How can one save Incoming/Sent Mail Attachments directly to Zoho Docs, instead of downloading them to the local disk and uploading them again to Zoho Docs

  6. How can one save Incoming/Sent Mail Attachments directly to Zoho Docs, instead of downloading them to the local disk and uploading them again to Zoho Docs

  7. I'm very disappointed in the additional cost for integrating CRM and mail. This seems like charging for brakes on a new car. I'd already created a cost-benefit analysis for my boss at the $12/month level, and changing it to $15/month will raise red flags about Zoho's integrity and whether or not you will show a nickel and dime mentality on other upgrades and improvements.

  8. I'm very disappointed in the additional cost for integrating CRM and mail. This seems like charging for brakes on a new car. I'd already created a cost-benefit analysis for my boss at the $12/month level, and changing it to $15/month will raise red flags about Zoho's integrity and whether or not you will show a nickel and dime mentality on other upgrades and improvements.

  9. I'm VERY interested in this aspect for myself and several clients. When is it slated for release and is it possible for me to gain access to the feature prior to update as well?

  10. I'm VERY interested in this aspect for myself and several clients. When is it slated for release and is it possible for me to gain access to the feature prior to update as well?

  11. Dear Kimberly,We will be enabling early access to you for the Zoho Mail and Zoho CRM integration. This will be done with our next update, that is scheduled for Tuesday.Regards,
    Sudha

  12. Dear Kimberly,We will be enabling early access to you for the Zoho Mail and Zoho CRM integration. This will be done with our next update, that is scheduled for Tuesday.Regards,
    Sudha

  13. Dear Kimberly,Currently, we are working on the integration of Zoho Mail with Zoho CRM. Once it has been released you can configure your zoho mail id with your Zoho CRM Account. So that, it will fetch your mail transactions with the corresponding Lead/Contact and it will list under Mails section of that corresponding lead/contact's detailed view page.If you are using other mail applications and want to integrate with Zoho CRM, then you have to configure POP access in Zoho Mail, so that you can view your send/receive mails in CRM ( i.e Zoho Mail will act as an interface between your mail application & CRM).Thanks & Regards,
    Suganya
    Zoho CRM Team)

  14. Dear Kimberly,Currently, we are working on the integration of Zoho Mail with Zoho CRM. Once it has been released you can configure your zoho mail id with your Zoho CRM Account. So that, it will fetch your mail transactions with the corresponding Lead/Contact and it will list under Mails section of that corresponding lead/contact's detailed view page.If you are using other mail applications and want to integrate with Zoho CRM, then you have to configure POP access in Zoho Mail, so that you can view your send/receive mails in CRM ( i.e Zoho Mail will act as an interface between your mail application & CRM).Thanks & Regards,
    Suganya
    Zoho CRM Team)

  15. I am looking for the integration/sync of email and zoho crm - so I can quickly add to crm records all emails related to a contact, lead, etc.Right now I am cutting and pasting each email exchange into the description area of zoho crm. Been looking around for a technical link, but have not found it. If a solution already exists, please advise.kimberly@connectionsinstitute.net

  16. I am looking for the integration/sync of email and zoho crm - so I can quickly add to crm records all emails related to a contact, lead, etc.Right now I am cutting and pasting each email exchange into the description area of zoho crm. Been looking around for a technical link, but have not found it. If a solution already exists, please advise.kimberly@connectionsinstitute.net

  17. At first i like that but now i am think, what exactly u guys have done? I mean it take a hell of time getting those files from docs, but i was thinking now it will be matter of click esp with big files..

  18. At first i like that but now i am think, what exactly u guys have done? I mean it take a hell of time getting those files from docs, but i was thinking now it will be matter of click esp with big files..

  19. hey this is a gr88 one becoz i really felt this need whenever I was trying to send the attachments which were there as zoho docs... Zoho beats google docs handsomely

  20. hey this is a gr88 one becoz i really felt this need whenever I was trying to send the attachments which were there as zoho docs... Zoho beats google docs handsomely

  21. Gabriel: Mail Merge will be coming soon.Sr Haya: We are looking into this. We will add this feature going forward.Thank you for your feedback.

  22. Gabriel: Mail Merge will be coming soon.Sr Haya: We are looking into this. We will add this feature going forward.Thank you for your feedback.

  23. Good news.
    I miss a couple of things:
    a section in Zoho Docs to list the docs sent by me;
    a section in Zoho Docs to list the docs sent to my mail.

  24. Good news.
    I miss a couple of things:
    a section in Zoho Docs to list the docs sent by me;
    a section in Zoho Docs to list the docs sent to my mail.

  25. This sounds good, however what many of us are in desperate need of is a mail merge feature, hopefully one that can read the data from Zoho Mail as well as from Contact forms developed in Zoho Creator.

  26. This sounds good, however what many of us are in desperate need of is a mail merge feature, hopefully one that can read the data from Zoho Mail as well as from Contact forms developed in Zoho Creator.

Leave a Reply

Your email address will not be published.

The comment language code.
By submitting this form, you agree to the processing of personal data according to our Privacy Policy.

Related Posts