CRM Help

Integrating Gmail with Zoho CRM

Zoho CRM allows you to retrieve your emails from Gmail within your CRM account. All you need to do is configure the POP settings and you can retain your Gmail service. The process given below is simple and straightforward.

Follow the steps given below to integrate Gmail with Zoho CRM:

  • Enable POP forwarding in Gmail
  • Set up a Zoho Mail account
  • Configure Zoho Mail Add-on

Enable POP Forwarding in Gmail

Refer to: Gmail - Enable POP Forwarding
Courtesy: Gmail - Help

Gmail - POP Forwarding Details

Outgoing mail server requires authentication - Yes

File Value
Incoming mail server name pop.gmail.com
Outgoing mail server name smtp.gmail.com
Incoming Port No. 995
Outgoing Port No. 465
Secure Connection (SSL) Yes
User name username@gmail.com

Note

  • Make sure that the POP settings are enabled in your Gmail account.
  • 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 the Leave messages in the server is selected for the Delete message settings option.

Set up Zoho Mail Account

Refer to: Zoho Mail - Configuring Mail Accounts

Configure Zoho Mail Add-on

Refer to: Configuring Zoho Mail Add-on

Send and Receive Emails

Refer to: Sending and Receiving Emails

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