MS Outlook

Integrating Your Vertical CRM with Microsoft Outlook

The CRM Platform Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and events between Zoho CRM and Microsoft Outlook. The CRM Platform plug-in for Microsoft Outlook is available for windows users only.

 

Key Features

Features available in CRM Platform plug-in

  • Synchronize contacts, calendar events and tasks automatically from Microsoft Outlook to Zoho CRM.
  • Associate MS Outlook inbound and outbound emails with Leads, Contacts or Potentials in Zoho CRM.
  • Add email message and file attachments to the Lead or Contact in Zoho CRM without modifying the original message in Microsoft Outlook.
  • Export contacts, calendar (events) and tasks from Microsoft Outlook to Zoho CRM.
  • Add emails as Cases to Zoho CRM.
  • Resolve conflicts while synchronizing contacts, calendar and tasks with Zoho CRM so that there is no duplication of customer data

System Requirements

  • Hardware: x486 with 256 MB RAM or higher with a minimum of 10 MB disk space.
  • Operating Systems: Windows Vista, Windows 7, 8 and 10.
  • Software: Microsoft Outlook 2007/2010/2013

Vertical CRM plug-in

Installing and Configuring

Download & Install  | Sign in to Vertical CRM in MS Outlook | Category Settings  | Synchronization Settings 

Usage

Synchronize Records  | Add Email to Records in Vertical CRM 
Add Email as Case  | Add or Remove from CRM Category 

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