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 conversations to the customers. Which in turn can play a major role in building a stronger relationship with the customers.
Some companies use their organization's Gmail account or allow its employees to use their Gmail accounts to communicate with the customers. They can sync the Gmail accounts with the CRM account using Zoho CRM for Gmail add-on.
If a customer sends an email to the organization's Gmail account, the add-on will allow you to add him as a lead or contact to the CRM account from where the relevant teams can quickly follow-up. It saves time and reduces manual errors that may occur during data transfer.
Note
- The add-on will work on any browser: Chrome, Firefox or Safari etc.
- The add-on is compatible with the Gmail mobile app.
Availability
Permission Required
Individual installation can be done by any user. The domain installation can be done only by the G suite administrator.
Installing Zoho CRM for Gmail Add-on
The add-on must be installed in the Gmail account. It can be installed in individuals or the organization's Gmail account.
Domain installation or organization Gmail account can be done only by the G suite administrators.
To install the add-on
- Log in to your Gmail account.
- From the right panel, click + Get Add-ons.
- In the G Suite Marketplace page, type Zoho CRM for Gmail in the search box.
- Click Zoho CRM for Gmail.
- Select Domain Install or Individual.
- Click Continue.
- In the Consent screen, scroll down and check the terms and conditions and click Allow.
- In the Installation Success screen click Done.
The Zoho CRM icon, will be visible in the right panel.
Working with the add-on
The add-on allows you to sync the organization's or an individual's Gmail account with the Zoho CRM account. Once the add-on is installed you can:
Add lead or contact
Emails received from new prospects can be added to CRM as lead or contact.
To add a lead or contact
- Log into your Gmail account.
- Open on the email and click the add-on icon from the right panel.
- Select Lead or Contact module.
- Enter values to the desired fields and click Add.
The record will be added to the CRM account.
Update lead or contact's information
Directly update leads or contacts email address, contact number, last name, source etc. from the information present in the email. The details will be updated in the CRM record.
View record in CRM
There is an option to view the lead or contact's record in CRM from the Gmail account by clicking "View in CRM" button.
Associate emails with leads or contacts
Emails can be associated to the leads or contacts and viewed inside the related list in CRM. Multiple emails can be associated to single lead or contact, however once an email is associated with a contact it cannot be re-associated.
Note
To perform the below actions ensure that you are logged into your CRM account. If you don't have a CRM account already you can create an account from Gmail.
Uninstalling the add-on
You can uninstall the add-on from the Gmail account, by clicking on the add-on and selecting Manage add-on from the More icon. In the G suite Marketplace page, click Uninstall.
Only Google Workspace administrators can uninstall the domain installations.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Email Parser
To know what's new and what has changed in the all-new email parser, visit this transition document. What is email parser? Email parser is a data extraction tool in Zoho CRM that helps an organization in various business functions such as lead ...Best CRM tools for your business to thrive remotely
The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...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, ...Your Guide to Zoho CRM Email Tools
Introduction to Email Efficiently nurturing potential customers and building strong relationships is a core function of CRM. While email serves as a primary customer interaction channel, using separate email and CRM systems can lead to challenges in ...Frequently asked questions on Emails in Zoho CRM
How can I view the status of emails sent or received in my CRM account? A CRM user can view the status of emails sent or received to the customers on the record detail page under the Emails related list. What are the different email delivery status ...
New to Zoho LandingPage?
Zoho LandingPage Resources