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 documents from Google Drive
- Export events to Google Calendar
- Add contacts from Google Contacts
- 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. |
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 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?
Zoho DataPrep Resources
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
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 ...Using Zoho Finance Suite Integration
Some content may only be available to specific users. Viewing the finance suite integration modules Once you have integrated the Zoho Finance Suite into Zoho CRM, you will be able to do the following actions for each of the Zoho Finance applications. ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources