Communication au-delà des e-mails dans Zoho One

Communication au-delà des e-mails dans Zoho One



Bonjour à tous,
Dans l'article précédent, nous avons vu comment Cliq intégré au travers des services Zoho One vous permet de gérer une communication unifiée et contextuelle dans votre organisation. Dans cet article nous allons voir comment le service d'e-mail inclus avec Zoho One vous permet de gérer la communication au-delà des longues chaînes d'e-mails.

      L'email reste l'outil de communication par exelance dans toutes les organisations et bien que pratique avec un objet spécifique pour chaque email envoyé la communication par email reste pour autant limités. Par exemple, lorsque qu'une décision urgente doit être prise une conversation instantané peut s'avérer un outil plus utile. Malgré ces limitations, l'e-mail est une des meilleures façons de communiquer en dehors de l'organisation, comme par exemple : en point de référence dans une transaction commerciale.

Réseau Social à vos boîtes de messagerie
      La boîte de réception de Zoho Mail est claire, rapide et sans publicité qui vous offre plus qu'un échange des e-mails conventionnelle. Lorsque vous devez partager un e-mail avec votre équipe, vous avez la possibilité de le transférez avec vos coéquipiers et créez une discussion. L'outil d'e-mail de Zoho One inclus la fonctionnalité "Streams", pour une touche de réseau social dans votre boîte messagerie. Avec Streams, entamer une discussion depuis la boîte mail devient plus facile que jamais. Taguez votre équipe et partagez l'e-mail, démarrez une discussion en temps réel, en groupe, partagez des fichiers, le tous depuis votre boîte mail de Zoho One.



Éviter l'accumulation de documents
      Quand vous recevez un email avec un document l'habitude est de le télécharger sur notre bureau et le charger sur notre Drive pour les stocker en créant plusieurs versions du même document. L'intégration de Zoho Mail avec WorkDrive - la bibliothèque de documents Zoho, vous permet d'enregistrer les fichiers directement depuis l'e-mail ainsi éviter les empilements des fichiers. Également vous pouvez ajouter des pièces jointes directement depuis WorkDrive sans quitter l'interface mail.

Enregistrer un fichier depuis l'e-mail dans WorkDrive


Ajouter les pièces jointes depuis WorkDrive



Le CRM dans votre boîte de réception
      Lorsque vous recevez un e-mail dans Zoho Mail, cliquez sur l'adresse e-mail de votre contact pour voir ses informations sur CRM. Si aucune information sur le contact y est intégré vous pouvez l'ajouter dans votre CRM en tant que prospect. Ses informations se synchronisent automatiquement avec votre compte CRM. Après avoir ajouté un contact dans votre CRM, une multitude de possibilités s'offrent à vous. Vous pouvez ajouter une tâche, fixer sa date d'échéance et lui attribuer une priorité. Ou encore, ajoutez une remarque à propos de votre contact. Vous pouvez également ajouter des informations à propos des transactions que vous avez effectuées avec ce contact en tant que client potentiel. Vous pouvez ainsi consulter ces informations aussi bien sur Zoho Mail que sur CRM. 



      L'intégration de Zoho CRM dans votre boîte de réception vous permet de chercher vos contacts CRM lorsque vous devez rédiger un message important. Dès que vous commencez à saisir une adresse e-mail, la liste de suggestion automatique vous invite à rechercher vos contacts CRM dans une section clairement délimitée.



      L'intégration avec Zoho Meeting vous permet de démarrer une réunion en ligne depuis la boîte de réception. L'intégration de Zoho Cliq dans Zoho Mail vous permet de démarrer une conversation Cliq en groupe ou individuelle depuis l'e-mail sur le sujet en question. Il y a plusieurs autres intégrations avec le service d'e-mail de Zoho One tel que l'intégration avec Zoho Desk, Zoho Projects ou encore Zoho Books, etc.
Démarrer une réunion en ligne

Entamer une conversation Cliq depuis Mail

      Au- delà ces intégrations, le Calendrier dans la boîte de réception vous permet d'avoir un aperçu sur vos activités. L'onglet tâche vous affiche une vue de toutes vos tâches terminées et les tâches en cours. Il vous donne aussi une vue sur les tâches attribuées par vous. L'onglet notes vous permet de créer des notes et facilite également à partager ces notes avec vos collaborateurs. L'onglet Signets vous permet d'ajouter à vos favoris les sites-web que vous visitez souvent.

      Le service d'e-mail de Zoho One donne à vous et à votre équipe un ensemble des fonctionnalités qui vont leur permettre de démarrer une communication au-delà des e-mails classiques d'une manière plus efficace et plus productive.


N'hésitez pas à nous partager votre expérience en commentaire.

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Zoho Projects Android app: Integration with Microsoft Intune

      Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through

    • Cant't update custom field when custom field is external lookup in Zoho Books

      Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap

    • Wrapping up 2025 on a high note: CRM Release Highlights of the year

      Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

    • About Zoneminder (CCTV) and Zoho People

      Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • How to show branch instead of org name on invoice template?

      Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

    • Unable to remove the “Automatically Assigned” territory from existing records

      Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

    • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

      Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps

    • Set connection link name from variable in invokeurl

      Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

    • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

      We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

    • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

      I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

    • Timeline Tracker

      Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked

    • Primary / Other Billing Contacts

      If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts

    • Missing Import Options

      Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Is it possible to enforce a single default task for all users in a Zoho Projects ?

      In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users

    • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

      Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning

    • Reply and react to comments

      Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum

    • Restrict Users access to login into CRM?

      I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

    • Module Customisation - Lookup function not available

      Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.

    • zoho click, and nord VPN

      Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

    • Zoho Calender

      a) does the clanender in zoho project allow you to see the name of the event in the celnder view, it currently says either "Task (1) or "Milestoen (1)" b) Alternatively does the calender in Zoho project integrate with zoho calender?

    • Matching ZOHO Payments in Banking

      Our company has recently integrated ZOHO Payments into our system. This seemed really convenient at first because our customers could pay their account balance by clicking on a link imbedded in the emailed invoice. Unfortunately, we can't figure out how

    • Team Gamification

      Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • New Enhancements to Zoho CRM and Zoho Creator Integration

      Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by

    • Work Type - Limitation

      Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.

    • Emails sent through Bigin are not posting in IMAP Sent folder

      I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or

    • Turning the page for Zoho SalesIQ: 2025 to 2026

      As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making

    • Stage-probability mapping feature in custom module

      Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

    • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

      We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Problem with Workdrive folders

      I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Customer Management: #6 Common Mistakes in Customer Handling

      Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't

    • Next Page