Activating Zoho CRM from G Suite
Zoho CRM for G Suite is available in the G Suite Marketplace. G Suite users with the Super Administrator role can activate Zoho CRM for G Suite for your organization.
Note
- When you have a Zoho CRM account (any Edition) - On activation, you will be able to access all the features. Note that the Gmail integration will be available only if you have Zoho Mail Add-on for your account.
- When you do not have a Zoho CRM account - While activating, you will get the Zoho CRM - Enterprise Edition Trial Version with Zoho Mail Add-on for 15 days. During the trial period, you can evaluate:
- Features of Zoho CRM - Enterprise Edition
- Add users from G Suite to Zoho CRM
- Import contacts from G Suite to Zoho CRM
- Export events from Zoho CRM to G Suite
- Attach files from Google Drive to Zoho CRM
- Integrate Google Mail with Zoho CRM
- After the 15 day trial, you can still access the following features without upgrading to the Paid Editions of Zoho CRM:
- Features of Zoho CRM - Free Edition
- Import contacts from G Suite to Zoho CRM
- Export events from Zoho CRM to G Suite
Activating Zoho CRM for G Suite
To activate Zoho CRM from G Suite
- Log in to G Suite with the Super Administrator's privilege.
- In the AdminConsole page, click Apps.
The services that you have added from different sources will be listed. - Click Marketplace Apps.
- Click the Add Marketplace Apps icon.
- In the G Suite Marketplace, search for the Zoho CRM application.
- From the search results, select Zoho CRM and click + Install App.
Next, in the Get ready to install page click continue. - In the Granting Access page, review the list of Google data APIs, permissions and click Accept.
The service will be added.
To create a Zoho CRM account
- Log in to G Suite with the Super Administrator privilege.
- In the G Suite Dashboard, or Google universal navigation, click Zoho CRM application.
- In the Welcome to Zoho CRM page, select Enable Zoho CRM access to G Suite user and click Start.
A Zoho CRM account will be created for your G Suite domain.
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