CRM Add on

Zoho Mail Integrations - CRM Add-on 

Zoho Mail facilitates smart integration with Zoho CRM, Tasks, and Notes.

 Quick add a contact to CRM: 

You can directly add a CRM contact or lead from your mailbox. Further, once you have created the record in CRM, you can directly associate a task or event or note with the CRM Contact or the lead. Once you have added a CRM Contact, you can link a potential with the CRM contact, from this section itself.

This integration is available only to the users, who already have Zoho CRM account. The contacts/ leads added can be directly checked in the respective sections in CRM. 

Steps to Add a Contact/ Lead in Zoho CRM from Zoho Mail:

  1. Click the Contact in the From or To/ CC areas, to view the Contact Pop-up. 
  2. Select the option 'View CRM Info' from the available options. 
  3. You will see the option to Add to CRM Contacts/ Leads in the CRM Info page, in case the email address is already not available in your Zoho CRM database.
  4. Provide the details in the Contact Information and click Save.
  5. The record will be added to your CRM Contacts/ Leads based on your choice.

Once you have added the contact to Zoho CRM, you can click on the View in CRM icon next to the email ID to open the contact details inside Zoho CRM.

 CRM Contact/ Leads in Compose

While sending an email, you can directly pick up contacts/ leads from your autofill drop down. In the compose window, once you start typing in a few letters, you get the option to choose from a list of contacts that match the typed letters. This list includes CRM Contacts. CRM contacts in the autofill drop down are denoted with the CRM icon   next to them.

You can also access CRM contacts from the address book while composing an email. Learn More

 Add CRM Task/ Notes/ Events:

You can add a CRM Task under a contact, once the contact is added to CRM. 

  1. Click the Contact in the From or To/ CC areas, to view the Contact Pop-up. 
  2. Select the option 'View CRM Info' from the available options. 
  3. If the Contact is already available in CRM, you can view all the related information in this section.
  4. Further, you can click Add Task to add a CRM Task associated with the contact.
  5. Similarly, you can also add CRM Note/ CRM Event directly from this page. 
  6. All the information will be updated directly in Zoho CRM. 

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