Tip of the week #31 - Access Zoho CRM from your inbox

Tip of the week #31 - Access Zoho CRM from your inbox



The Zoho CRM extension in Zoho TeamInbox allows you to manage customer relationship activities right from your inbox.

Here are some of the activities that you can perform:
  1. Add contact or lead from an email - You can add the email address in the From or To field of an email as a contact or lead in Zoho CRM directly from Zoho TeamInbox. You don't have to leave your inbox to update your contact record.
  2. Add an activity for the contact or lead - You can add tasks, or schedule meetings and calls from the Activities section.
  3. Send email to a contact or lead - You can send your email templates saved in Zoho CRM to a contact or lead from Zoho TeamInbox.

If you've not tried Zoho TeamInbox yet, sign up now to start your free trial.





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