CRM Help

Configuring POP Account

Setting up the Zoho Mail Add-on feature for Zoho CRM is very easy. You need to configure the Zoho Mail Add-on which enables the additional Email functionality in Zoho CRM and allows you to either keep the customer-specific Emails in your Zoho CRM account (Private) or share with other users within the account (Public). See Also Zoho Mail Settings

User Functions

Once the administrator has configured and enabled the Zoho Mail add-on, you have to set up the mail account by configuring the POP service for your Email account.


Important Note:

  • If your Email address contains @zoho.com or has a hosted Email domain in Zoho Business, you need not configure the POP account in Zoho Mail. You can directly select the mail box from the Zoho Mail Add-on page.
  • Using this Mail Add-on, you can add external accounts via POP protocol only. IMAP client functionality for accessing external accounts is not supported.

Set up Mail Account (POP)

  1. Log in to Zoho CRM.
  2. Click Setup > Apps & Add-ons > Zoho Apps > Zoho Mail.
  3. In the Zoho Mail Add-on page, click Configure Now.
  4. In the Zoho Mail Add-on page, click the Add Mail Account link.
  5. In the Zoho Mail POP3 Settings page, click Add POP3 Account.
  6. In the Add POP3 Account, specify the required details to configure POP service for your Email account.

    Note

    • If you do not use any POP clients other than Zoho Mail, your Username can just be username@gmail.com.
    • If you are using multiple POP clients, you need to tag the Username as 'recent:username@gmail.com'. Also, make sure that Leave messages in the server is selected for the Delete message settings option. Please note that this is applicable only to Gmail users.
  7. Click Test Account to authenticate the email account details are provided and check the incoming server.
  8. Click Create Account.
    The email account will be configured. You can enable this account as your default mail account.

  9. Click Save. See Also Zoho Mail help

Change Password for POP Accounts

When you change the password of your POP account, you also need to update the password under Settings, in Zoho Mail to continue retrieving emails without any problem. If you have a wrong password, the emails will not be retrieved in your Mail account.

To change an incoming password

  1. Log in to Zoho CRM and click the Email tab.
    Alternatively, log in to https://mail.zoho.com.
  2. Click Settings > Mail > Mail Accounts.
  3. Click the Edit Icon for the corresponding email account, to update the password.
  4. Specify the new password and click Save.

To change an outgoing password

  1. Log in to Zoho CRM and click the Email tab.
    Alternatively, log in to https://mail.zoho.com.
  2. Click Settings > Mail > Send Mail as.
  3. Click the Edit Icon for the corresponding email account, to update the password.
  4. Specify the new password and click Save.

FAQ

1. How can I set up an Email account to share all customer emails with other users?

2. What happens if I change the email address of a Lead or Contact in CRM?

3. Are there any limitations in sending emails?

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