CRM Help

Using Zoho CRM Plug-in for Microsoft Outlook (Mac)

Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following:

  • Synchronize (two-way) Contacts, Tasks and Calendar Events from Microsoft Outlook to Zoho CRM
  • Add Emails to Potentials in Zoho CRM

Synchronize Contacts, Tasks and Calendar

The synchronize option pushes Contacts, Tasks, Calendar events from Microsoft Outlook to Zoho CRM and vice versa. It helps to keep your data updated in both Zoho CRM and Microsoft Outlook and you can avoid duplication of data. Data synchronization is initialized manually.

Field Mapping

Contact Synchronization

Microsoft OutlookZoho CRMField Length in Zoho CRM
1. First NameFirst Name40
2. Last NameLast Name80
3. Job TitleTitle100
4. Company NameAccount Name200
5. DepartmentDepartment50
6. Business Telephone NumberPhone50
7. Home Telephone NumberHome Phone30
8. Other Telephone NumberOther Phone30
9. Business Fax NumberFax30
10. Mobile Telephone NumberMobile30
11. Assistant Telephone NumberAsst Phone30
12. Business Address StreetMailing Street250
13. Business Address CityMailing City30
14. Business Address StateMailing State30
15. Business Address Postal CodeMailing zip30
16. Business Address CountryMailing Country30
17. Other Address StreetOther Street250
18. Other Address CityOther city30
19. Other Address StateOther state30
20. Other Address Postal CodeOther zip30
21. Other Address CountryOther Country30

Tasks Synchronization - Field Mapping

Microsoft OutlookZoho CRMLength in Zoho CRM
1. SubjectSubject255
2. Due dateDue Date-
3. Start date-------------
4. PriorityPriority-
5. StatusStatus-
6. DescriptionDescription32000

Calendar Synchronization

Microsoft OutlookZoho CRMLength in Zoho CRM
1. SubjectSubject255
2. Start TimeStart Date and Time-
3. End TimeEnd Date and Time-
4. LocationVenue255
5. DescriptionDescription32000

To synchronize contacts, tasks and calendar events

  1. Log in to Zoho CRM Plug-in for Microsoft Outlook.
  2. From the Plug-in Downloading icon, click Sync Contacts/Sync Tasks/ Sync Calendar.
    Based on the Synchronize Settings, the records will be fetched. The list of changes that will be made in Zoho CRM and Microsoft Outlook will be available. You can click on each button to get the detailed list of changes.
  3. Click Sync.

Adding Email to Leads, Contacts or Potentials

You can associate the email messages that you send or receive in Microsoft Outlook to the lead, contact or potential records in Zoho CRM.

To add emails to Zoho CRM (Add Email Option)

  1. Select the customer-specific Email from the Microsoft Outlook.
  2. From the Zoho CRM Plug-in, click Add Email.
  3. In the Search and Add Mail dialog box, select the module from the drop-down list to which you want to add the email.
  4. Select the SearchCriteria as either EmailAddress or PotentialName if you select the Potentials module in the previous step.
    On selecting Email Address, the records associated to the matching the email address in Zoho CRM will be listed.
  5. Enter the Search Value.
  6. From the list of matching records, select a record to which you want to add the email and click Add Mail.

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