FAQs: Zoho CRM for Google Apps

FAQs: Zoho CRM for Google Apps

Why is information from Google Ads not populating for the CRM records?

It could be possible that the Campaigns module is disabled in your CRM account. It is MANDATORY to have the Campaigns module enabled for proper functioning of Google Ads.
However, note that information from GCLID will be populated even if the campaigns module is not enabled.

How can I integrate CRM with Google Ads?

Zoho CRM facilitates integration with Google Ads (formerly Google AdWords) so that you can have a clearer overview of the returns on your Google Ads investment. You are spending a significant amount of money on Google Ad, for every keyword, but what exactly happens to them? You have Analytics on the clicks and impressions, but how have those clicks translated to sales? What is the value of business deals that have resulted from each click or keyword? 
 
So, your Google Ads data is in one place and your sales information is in another (CRM). You can only make informed decisions about your investment with Ads if you know the ROI. For this, your AdWords account needs to speak to your CRM account, and Zoho CRM offers you an easy integration. 
 
Only users with administrative permission can enable and set up the integration. Follow the steps listed here to configure the integration.

How can I integrate Zoho CRM with Google Apps?

Zoho CRM for Google Apps is available in the Google Apps Marketplace.
Google Apps users with the Super Administrator role can activate the Zoho CRM service for your organisation. To activate, follow the steps given below:
  1. Log in to Google Apps with Super Administrator's privileges.
  2. In the Google Apps Dashboard page, click Add more services.
  3. In the Google Services page, under the Other Services section, click Shop the Marketplace.
  4. In the Google Apps Marketplace, search for the Zoho CRM application.
  5. In the Zoho CRM application page, click Add it Now and enter your Google Apps domain name.
  6. In the Agree to terms of service page, review the Zoho CRM terms of service and click I agree. Continue.
  7. In the Grant data access page, review the list of Google data APIs and click Grant data access.
  8. In the Enable the app page, click Enable app now. The Zoho CRM application will be added to the dashboard and Google universal navigation.

Can I import contacts from Zoho CRM to Google Apps?

Yes, Google Apps users can synchronize their contacts from Zoho CRM to Google Contacts (one-way sync).

What happens if I uncheck the "Publish to Google Site" option when I edit an already published form?

While editing the form that has already been published, if you clear the "Publish to Google Site" checkbox, data from the web form in your Google Site will no longer be added to your Zoho CRM account.

Why am I unable to see updates after the Google Contacts sync?

If you find that the Google Contacts sync is not working or if you have doubts on whether the Google Contacts synchronization was performed, then look at these factors:
  1. The synchronization of contacts from Zoho CRM to Google and vice versa will take a while to complete based on the number of contacts. We request you to wait for a few minutes and then check if the contacts have been synchronized.
  2. Check the Last Sync Time in the Contacts Synchronization page to see if the sync was performed.
  3. Note that only the contacts of the selected Google Group and the selected Zoho CRM List View will be synchronized. The contacts from CRM will be added in the specified Google Group.

Can I add contacts from more than one Google Group to CRM?

While configuring the sync process, you can select only one Google Group and one List View from Zoho CRM.

Why are the Google Calendar events that I synchronized, an hour early?

Please check if the Time Zone is the same in Google and Zoho. If there is any difference, the synchronized events will also show a difference in time.
For example, if you have America/New York in Google and America/Cayman in Zoho CRM, there will be a difference in the calendar event timings. This is because, the Daylight Savings Time (DST) is effective in the America/New York time zone and not in the America/Cayman time zone. Google takes into consideration DST while synchronizing.

I am getting an error message when I try to log in to Zoho CRM via Google Apps. What should I do?

When you want to log in to Zoho CRM via Google Apps you may not get the option to enter your Username and Password. Instead, you may get this error message from Google:

"Currently this single sign-in feature is disabled for the domain (domainname.com)."
You get this error message when the option, Allow users to sign in to third party websites using OpenID, is not enabled.

To enable the option and log in to Zoho CRM via Google Apps:
  1. Log in to Google Apps and go to Google Mail.
  2. Click Settings (icon) > Manage > Advanced Tools.
  3. In the Advanced Tools page, under Authentication section, click Federated Login using OpenID.
  4. Select the check box for Allow users to sign in to third party websites using OpenID.
  5. Click Save Changes.
    Now, try logging in to Zoho CRM via Google Apps.

Can I remove the Zoho CRM Contextual Gadget from my Gmail account?

No. At present, you can't remove the Zoho CRM Contextual Gadget from your Gmail account. However, you can install this extension in your browser. This will disable all contextual gadgets (including Zoho CRM and others) that appear in Gmail.

If I don't have any documents in Google Docs, can I create one from "Attach from Google Docs" page?

No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to Zoho CRM.

After you activate Zoho CRM for Google Apps, initially you need to log in to Zoho CRM from your Google Apps account. Only then will you have the Zoho CRM for Google Apps options in the Zoho CRM setup. Once you do that, you can log in to Zoho CRM directly and access the features, in future.

Why am I unable to view the Zoho CRM Contextual Gadget for Google Apps?

The Zoho CRM Contextual Gadget for Google Apps will be visible only if your Google Domain's Super Administrator enables the service.
To enable the service:
  1. Go to www.google.com/apps, sign in with your domain name and go to the Admin Console.
  2. Log in to the Google Apps domain with the super administrator's privileges.
  3. In the Admin console page, click Apps > Marketplace Apps > Zoho CRM.
  4. In the Settings for Zoho CRM page, click the More icon > ON for everyone.
  5. Click Turn ON for Everyone if you want all organizations to view the contextual Gadget. If you want only some organizations to view it, select ON for Some Organizations.
The service will be enabled within 24 hours and you'll be able to view the app in future.

How do I access the Zoho CRM Contextual Gadget in my Gmail?

You can access the Zoho CRM Contextual Gadget in your Gmail by following these steps:
  1. Click to open the Email message in your Gmail inbox. Zoho CRM's contextual gadget for Gmail will be a part of the message.
  2. Click Go to search if the email address of the sender exists in your CRM account.
    1. If the email address is already added as a lead or contact in your CRM account, you can view the details. You can also add tasks, notes and deals from within the email message.
    2. If the email address is not added as a lead or contact, you can add it to your CRM account. You can also add tasks, notes and deals from within the email message.

How can I log in to Zoho CRM, if I had signed up through Google Apps?

You can log in to Zoho CRM using your Google, Google Apps, Yahoo, or Facebook account's log in credentials also. To login using any of these accounts, following the steps given below:
  1. Go to Zoho CRM website. Click Sign In. 
  2. On the Sign In page, click Google, Google Apps, Yahoo, Facebook, LinkedIn, Twitter or the Microsoft Office icon. You will be redirected to login using the selected option's login credentials.
  3. Enter the Username and Password to sign in.

Can events in my Zoho Calendar be synchronized with events in Google Calendar?

Yes, you can synchronize the calendar entries made in Zoho Calendar with Google Calendar. You can either update the calendar entries in Google Calendar or Zoho CRM and have them updated in both.

Can I create an appointment for my employees in CRM and have it synced to their Google calendar?

Yes, you can create an appointment for your employees in CRM and sync it to their Google calendar.


To sync Zoho CRM with Google calendar
  1. Navigate to Setup > Marketplace > Google.
  2. Go to the Calendar tab and click Authenticate Google Calendar.
  3. In the Calendar Synchronization page, do the following:
    • Select the sync calendar from the dropdown list.

    • Choose one of the sync options:

      • 2-Way Sync

      • 1-Way: Zoho CRM Calendar to Google Calendar

      • 1-Way: Google Calendar to Zoho CRM Calendar 

 Now when you create an event for your employee in CRM it will be added to their Google Calendar automatically.




Can I integrate Google Ads Grant with Zoho CRM?

Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. 
(The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.)

Read more about integrating Zoho CRM with Google Ads here.

How does Zoho CRM integrate with Google Docs?

Zoho CRM uses the Google OpenID Federated Login API to attach documents from Google Docs.

How many times will I have to authenticate my credentials with Google to access Google docs?

You will have to authenticate your Google credentials only once i.e the first time you want to attach a document.

Where can I view the documents attached from Google Docs in the Zoho CRM system?

You can view the attached documents under the "Attachments" section in the Record Details page.

My CRM and Google Apps login credentials are different. How do I integrate CRM with Google Apps?

If the Zoho CRM and Google Apps login credentials are different, you need to add your Google Apps email address as the Primary email address in the Zoho account to integrate Zoho CRM with Google Apps.

To add your Google Apps email address
  1. Go to http://accounts.zoho.com 
  2. In the Home page, click My Profile Info.
  3. Under Personal Information click Email Address.
  4. In the My Email Address page, click the Edit link to change the primary email address.
  5. Enter your Google Apps Email ID and your Current Password for Zoho.
  6. Click Update.
Note: The primary email address that you previously had will be listed under your secondary email address.

Why am I unable to see the 'Export to Google Calendar' option in my list view?

The Export to Google Calendar option is available only in the default list views such as, My Events and All Events. The custom list views that you create will not have this option.

How do I export the already existing events to Google Calendar?

You can export the already existing Events in bulk to Google Calendar.

To export events in bulk
  1. Click the Activities tab.
  2. In the Activities tab, select Events.
  3. Select the events that you want and click Export to Google Calendar. 
  4. The selected CRM events are added to your Google Calendar.
Note:
         1. You must have the same time zone in Zoho CRM and Google Apps.
         2. Events are displayed in Google Calendar-Month View.
         3. You cannot add the events from the detail view.
         4. The Export to Google Calendar option will be available only for the default list views for events. 
         5. This option will be visible only for Google Apps users in CRM.  

Can I import only the selected contacts from Google to Zoho CRM?

Yes. You can select contacts from your list of Google contacts and then import them to Zoho CRM. Find out more about importing contacts. 

What are the benefits of using Zoho CRM for Google Apps?


You can have the following benefits in using Zoho CRM for Google Apps:
  • Manage all your Email interactions with customers in a single place.
  • Better perspective on your customers' views and needs. You can track the email interactions handled in Google Mail inside Zoho CRM and vice versa.
  • Free yourself from the hassles of email attachments and mismatches in versions as you can directly attach files from Google Drive within Zoho CRM.
  • Be up-to-date with the CRM appointments that matter by exporting them to your shared Google Calendar and collaborate with your colleagues.
  • Easily import and get access to your Gmail contacts from within Zoho CRM.
  • Log in to Zoho CRM from Google's universal navigation with your Google Apps credentials.

If I do not have any documents in Google Docs, can I create one from the "Attach from Google Docs" page?

No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to Zoho CRM.

I deleted a document from Google Docs. Will it be deleted from Zoho CRM also?

No. Your document will not be deleted from Zoho CRM if you delete it from Google Docs.

When I send an email to a customer from Gmail, will the communication get automatically updated in Zoho CRM?

Yes, when you configure your Gmail POP/IMAP account then your customer communication will be visible in different email clients and Zoho CRM. This will get updated ONLY if the particular contact's email address is available in Zoho CRM.



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