Google Suite
Configure Zoho CRM for Gmail Add-on
As emails are the primary mode of communication and most businesses use different mailing platforms, it is crucial to maintain and track every interaction in a common database. As it helps people in the customer facing roles to deliver most relevant ...Using Gmail API
Zoho CRM provides a variety of emailing options that users can choose based on their requirements. One such option is the Zoho Mail Add-on. With Zoho Mail Add-on, you can configure your email client within Zoho CRM using either one of the two ...Zoho CRM for Gmail & Inbox
Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within Gmail. Installing the Extension To ...Export Tasks to Google Tasks
Sharing your Zoho CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks ...Synchronizing the G Suite Calendar
Synchronizing calendar entries of Google Calendar and that of the Zoho CRM Calendar is now made easy with the Google Calendar Synchronization feature. You can update the calendar entries in either Google Calendar or Zoho CRM and have them updated in ...Zoho CRM Web Forms for Google Sites
Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish ...Attach Files from Google Drive
Key Features Connect to Google Drive with just a click of a button. Attach documents from Google Drive into Zoho CRM without the hassle of downloading. Share documents and work together in real time. Authenticate Google credentials only the very ...Exporting Meetings to Google Calendar
Sharing your Zoho CRM calendar meetings is made easy with the Export to Google Calendar feature. By exporting the selected meetings from CRM Calendar to Google Calendar, you can view and share them with other users in Google Calendar. It also helps ...Synchronizing the G Suite Contacts
Keeping up-to-date contacts in both Zoho CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps you to configure one-way or two-way sync schedules that will automatically sync contact details. Also, you can ...Importing Contacts from G Suite
The Import Contacts feature helps you import contacts from G Suite to Zoho CRM. It gives you the advantage of accessing your Google contacts from Zoho CRM, without having to sign in to your Google account, every time you want to import. The imported ...Adding G Suite Users to Zoho CRM
After creating a Zoho CRM account, users with the Super Administrator's privilege can add users from G Suite to Zoho CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We recommend that you review and ...Zoho CRM for G Suite
Zoho CRM for G Suite makes it easier to collaborate, communicate, and share information from a single platform. By synchronizing Google Mail account with Zoho CRM you will be able to perform the following actions from your CRM account: Attach ...
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