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:
The table below provides details on the various features:
|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.|
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
Write to us: firstname.lastname@example.org
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.