CRM Help

Other Apps

Plug-in for Microsoft Outlook

Synchronize the contacts, tasks, and calendar between Microsoft Outlook and the Zoho CRM with the productivity-enhancement software.
Installation | Activation | Usage | Synchronize Outlook Calendar

Plug-in for Microsoft Office

Create mail merge documents on-the-fly using Zoho CRM data with the help of the Zoho CRM Plug-in for Microsoft Office.
Installation | Usage | Error Messages

Social CRM

Associate your company's Facebook pages and Twitter account from within Zoho CRM. Also, associate Twitter and Facebook profiles of your leads and contacts.
Zoho CRM for Facebook | Zoho CRM for Twitter | Add Facebook Account | Add Twitter Account | Add a Lead/Contact from Facebook/Twitter | Activity Stream | Add Search Column

Zoho CRM for QuickBooks

Synchronize customer data between Zoho CRM and QuickBooks and maintain up-to-date customer information.
Installation Procedure | Settings | Manual/Automatic Sync | Data Transfer

Zoho PhoneBridge

Connect multiple PBX systems and execute inbound and outbound calls inside Zoho CRM.
Configure| Install | Usage

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