Getting Organized - Google Tasks integration with Zoho CRM and Zoho Projects

We’ve continuously been working on adding more enhancements to Zoho applications in

Google Apps marketplace
. Just last week we announced “Zoho CRM Contacts/Calendar sync with Google Apps” and got great feedback. Today, we’re very excited to announce Google Tasks integration with two of our top products in Google Apps marketplace,

Zoho CRM

Zoho Projects

This integration provides a unified platform for tracking all your tasks in one place. Usually, users tend to maintain sales related tasks in CRM application, projects related tasks in project management app and personal tasks in another application. The confusion arising out of such multiple platforms can now be avoided with this integration.

Here’s a quick run through on the technical details of the integration:

For most of us, emails are an integral part of our day-to-day activities. With this integration, users can now check their tasks in Zoho CRM or Zoho Projects, right from within their GMail Tasks tab.

In Zoho Projects, you can export task lists to your Google Tasks. Once it is exported you can manage your tasks in the Tasks tab in GMail. We’ve also provided an option to sync the tasks between Zoho Projects with Google tasks. With sync, the newly added/completed tasks will be updated from Zoho Projects to Google and vice-versa.

Similarly we’ve given an option to export the tasks in Zoho CRM to Google Tasks.

If you’re a Google App administrator you need to “Update data access requirements” in Google Apps dashboard page to start using the integration.

We believe the integration of Google Tasks with Zoho CRM/Projects will go a long way in helping you organize your work more efficiently and be a lot more productive. As always we’d love to hear your feedback. Do drop us a line on what you like about this integration and what more would you like to see.

To know more about our other Zoho products integration with Google Apps check

This integration wouldn’t have been possible without the help from Google team. Thanks to the Google team for inviting us to be a launch partner for 

Google Tasks APIs
and letting us 

showcase our pilot
during Google IO 2011.


10 Replies to Getting Organized - Google Tasks integration with Zoho CRM and Zoho Projects

  1. It should include the client/vendor name in the task that is exported and possibly a link otherwise you have a task but don't know what customer it's for unless you login to Zoho which kind of defeats the purpose.

  2. Please don't forget to fix older bugs, instead of only developing new features! The filter in zoho projects is buggy and there are lots of small issues in projects, i've already reported and still are not fixed.

  3. No mention of WHICH users have access to these tools... what is the cost? What service level must you have to get access to task integration?

  4. I too would like to see this integration reach to Outlook. For both Projects and CRM/Tasks. I know that you can sync with CRM already but it's not scheduled, it's manual. I'd love to see that enhanced to be on a schedule the user can choose, as well as reach to Project. I keep all of my tasks in Outlook but am also creating tasks in Project and would love a unified view of everything. I don't want to have to bridge things with Google Apps if I don't have to since Outlook works great for me and I'm on hosted Exchange so Google is an unnecessary step for me since my data already syncs with my phone and other computers.

  5. This is a great step in the right direction. We've been using CRM & Google Apps for a while now, and the relationship keeps getting better.I would also like to know if there are plans to offer 2-way sync for CRM. Seems like this would be the only way to make it worth using this new feature.

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