Zoho CRM for G Suite - Online Help - Zoho CRM

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: 

  1. Attach documents from Google Drive
  2. Export events to Google Calendar
  3. Add contacts from Google Contacts
  4. Synchronize Gmail with CRM
Benefits
  • Manage all your Email interactions with customers from single platform.
  • Better perspective on your customers' views and needs as you can track the Email interactions handled in Google Mail inside Zoho CRM and vice versa.
  • Free yourself from the hassles of 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 by exporting them to your 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 credentials.
Key Features

The table below provides details on the various features:

Feature
Description
Activate Zoho CRM
To activate Zoho CRM from - Solutions Marketplace
Add G Suite Users
To add users from G Suite to Zoho CRM
Import Contacts from Google Contacts 
To import business contacts from G Suite to Zoho CRM Contacts module and then share with other CRM users
Synchronize Gmail with CRM
To send and receive Emails to business contacts from Google Mail and synchronize with Zoho CRM data. You can also send and receive Emails from Zoho CRM and update in Google Mail.
Attach Files from Google Drive
To attach files (documents, spreadsheets, presentations etc.) from Google Drive to Zoho CRM modules
Export Events to Google Calendar
To export events from Zoho CRM to Google Calendar and then share with users
Zoho CRM Contextual Gadget for Gmail
To add leads/contacts and the related notes, tasks, potentials to your Zoho CRM account from within Gmail.
Zoho CRM Web Forms for Google Sites
To create web forms and publish it to Google Sites.
Synchronize Google Contact
To schedule synchronization of contacts between Zoho CRM and Google Contacts.
Synchronize Google Calendar
To schedule synchronization of events between Zoho CRM and Google Calendar.
Export Tasks to Google Tasks
To export tasks from Zoho CRM to Google Tasks.
Zoho CRM to Google Ads
Import your Ads marketing investments into Zoho CRM to see which keywords and campaigns are responsible for each offline sale and export Zoho CRM sales data into AdWords to optimize your bids and budgets better.


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