Activating Zoho CRM from G Suite | Online Help - Zoho CRM

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

  1. Log in to G Suite with the Super Administrator's privilege.
  2. In the AdminConsole page, click Apps.
    The services that you have added from different sources will be listed.
  3. Click Marketplace Apps. 
  4. Click the Add Marketplace Apps icon.
  5. In the G Suite Marketplace, search for the Zoho CRM application.
  6. From the search results, select Zoho CRM and click + Install App.
    Next, in the Get ready to install page click continue.
  7. 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

  1. Log in to G Suite with the Super Administrator privilege.
  2. In the G Suite Dashboard, or Google universal navigation, click Zoho CRM application.
  3. 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.
SEE ALSO

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources