eWidget in Zoho Mail
Zoho Mail offers smooth integrations across various applications, as extensions, which allow you to view and access information and perform actions in those applications without leaving your mailbox. These extensions are accessible from the eWidget icon on the right menu bar.
You need to be a user of any of the apps mentioned here to use it in the eWidget in Zoho Mail. All the available app extensions are listed in the eWidget app menu. Please note that while some integrations are enabled by default, others might need to be configured in Zoho Mail Settings to use it in eWidget. You can also set up the apps from the eWidget.
All the extensions available for you can be accessed from the eWidget. You can also pin the applications that you use frequently. Hover over the relevant application in eWidget and click on the Pin icon to add the extension to the right menu bar below the eWidget icon. You can pin a maximum of 3 applications at once.
You can favorite extensions regularly but do not need them pinned to the right menu. The extensions marked as favorite will be list first inside the eWidget but will not be visible on the right menu. There is no maximum limit to the number of extensions you can favorite.
Table of Contents
Zoho CRM is a customer relationship management software for all businesses and helps in reaching out to their prospects at the right moment and engage them across every channel. You can view and access CRM info of a contact/lead right from eWidget including creating or modifying potentials, and associating Notes, Tasks, and Events to the contact or lead. Zoho CRM integration is enabled by default in Zoho Mail for all users who use both these services. Learn more.
Hubspot is a customer relationship management software that helps in organizing and tracking your leads and customers. You can view and access contact or company info from eWidget including creating or editing contact or company info, and associating Notes, Tasks, and Events. You need to set up Hubspot CRM account in Zoho Mail to use it as an extension in eWidget. Learn more
Zoho Desk is an online context-aware help desk software that aids your support technicians in managing the tickets assigned to them. You can create, assign, search, and view your tickets from Zoho Desk in eWidget. This integration enables you to view the information on the tickets assigned to you in eWidget as you read the corresponding emails. You need to set up the Zoho Desk integration in Zoho Mail to use it from eWidget. Click here for more information.
Zoho Mail and Zendesk users can use the Zendesk extension in eWidget to view, edit, comment, reply, close and even create tickets in Zendesk. Click here for detailed instructions about using Zendesk extension in eWidget.
Zoho Assist is an instant remote support software to offer screen sharing support to your customers. You can initiate or schedule remote support sessions or share your screen with the other person from your mailbox in eWidget as you read the corresponding emails. Zoho Assist is enabled by default in Zoho Mail hence no further configuration is needed. Learn more
Zoho Notebook is an easy-to-use note-taking app that can be synced across all your devices. eWidget lets you view, add, and edit notes, to-dos, upload, or attach media to Zoho Notebook from Zoho Mail. Learn more
Zoho Recruit is a recruiting software with an applicant tracking system that streamlines your hiring process efficiently. You can add candidates or contacts right from your inbox using eWidget in Zoho Mail. Learn more
Zoho Projects is a Project Management software for planning, tracking, and collaborating on projects and tasks with your team. eWidget supports Zoho Projects integration to aid you in managing your projects and tasks from Zoho Mail. Zoho Projects needs to be configured in order to use it in eWidget. Learn more.
Zoho Mail and Asana users can use this extension to create tasks from emails, set due dates and assign task owners within Zoho Mail through the eWidget. Learn more on setting up and using Asana extension in eWidget here.
Trello is a Project Management tool with options to create boards, lists, and cards to organize and prioritize your projects. You can add, view, access, and edit lists, and cards in Trello within Zoho Mail using eWidget. You need to set up the Trello extension in Zoho Mail to use the same in eWidget. Learn more
eWidget supports Clearbit extension to display the contact and company information of a person or an entity based on their email addresses. This depends on your current plan in Clearbit. You can set up this extension in Zoho Mail by following the instructions on this page.
FullContact is a cloud-based contact management solution which offers information about a contact or company from its database to be displayed when searched using email addresses. eWidget supports FullContact extension to display this information on it. You need to configure your FullContact account in Zoho Mail to use it in eWidget. The number of searches you make through eWidget depends on the FullContact plan you have subscribed. Learn more.
Zoho Vault is an online password manager for teams with secure options to share the passwords among members. Zoho Vault users can access it from eWidget in Zoho Mail to create, edit, and share these passwords(Secrets) with your team members. This integration is enabled by default in Zoho Mail hence no further configuration is required. Click here for detailed instructions on using Zoho Vault integration in eWidget.
Zoho Books is the smart accounting software for your business to manage your finance efficiently. You can use the Zoho Books integration in eWidget to view and access the financial transactional information of your customers or vendors as you read the emails from them. This will provide you with an overview of the contact's Billing and Shipping addresses, the Currency traded in, Invoices, and Estimates. Click here for more information on Zoho Books integration in eWidget.
Zoho Inventory is an Inventory, Order, and Warehouse management software for your business. eWidget supports Zoho Inventory integration to help you have a quick view of the inventory details of a particular contact, Customer or vendor, and Comment on the transactions in addition to the automated ones if and when required. Learn more.
Zoho Invoice is an online invoicing software to create invoices, automatically send payment reminders, and supports online payment option. eWidget supports Zoho Invoice integration to create, edit, comment, and on the invoices of contacts. Refer here for more details.
Zoho Subscriptions is an online subscription billing software using which you can automate billing, oversee customer subscriptions, analyze your business. This integration is supported in eWidget to display the subscription details of a particular contact in your mailbox. Click here for detailed information on using Zoho Subscriptions integration in eWidget.
Zoho Expense is an expense management software to automate expense reporting, streamline approvals, and make swift reimbursements. Zoho Expense integration in eWidget enables you to track your transactions with a particular contact. Only the admin has permission to approve the expenses added by the users. Learn more.
Digitally sign documents you receive in email attachments, and even set up an e-sign workflow to get the signatures from others. Learn more.
The DocuSign extension for Zoho Mail lets you send documents to anyone via email and get them signed. Beyond just attaching an envelope in email, this extension lets you define the place of signature in the envelope, and receive notifications on the signing status via email. Learn more.
The third-party extensions in eWidget are only accessible to our paid Organization account users and personal account users. Free Organization account users can avail it once they have upgraded to a paid plan. The Upgrade option is available next to the third-party app card in Settings under Integrations.