Integration in Microsoft | Online Help - Zoho CRM

Types of Microsoft Integrations

Zoho CRM offers an intriguing feature by enabling seamless synchronization of two applications. Using several Plug-in options, your Zoho CRM account can now be synchronized with a wide range of Microsoft applications (MS Oulook, MS Word, and MS Office 365). These features enable you to integrate the data stored in your Microsoft account, like your contacts, updates or calendar events with your CRM account. Zoho CRM app for Office 365 allows you to invite CRM users using both the applications. Summing up, these integrations will allow working on both the platforms without switching over applications frequently.

Synchronize calendar events and updates from Microsoft Outlook for Mac to Zoho CRM.


Configure Zoho CRM Plug-in in Microsoft Outlook for Windows and synchronize calendar events and more. 


Create various mail merge documents like forms, letters, envelopes, etc. using CRM data.


Synchronize your calendar events and contacts or import users between Office 365 and CRM, allowing dual approach.



Synchronize your Outlook account with CRM and add leads/contacts, create activities, convert leads and more from your Outlook account.

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                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
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