Installing the Add-in

To install from MS Outlook

1. Log into your Outlook account.
   

2. Select an email and click Get Add-ins icon. 
   You will be redirected to the list of Add-ins for Outlook.
   Alternately, click the More (...) icon and select Get Add-ins from the dropdown list.
   

   
   
   
   

3. In the search bar, type Zoho CRM for email and click Add.
   

4. Confirm the privacy policy and license term.
   
   

Once the installation is complete the Zoho CRM for Email add-in will be pinned in your email for quick access. 

To install from Microsoft Appsource

1. Go to Microsoft Appsource website appsource.microsoft.com or click here.
   

2. In the search bar, type Zoho CRM, and click search.
   
   

3. In the search results check for the app Zoho CRM for email, which has Outlook mentioned in the details.
   
   

4. Click Get it now, and follow the steps for email signup.

Understanding the add-in

Once the add-in is installed, Zoho CRM for Email option will be displayed under the list of add-ins. You can click on the down arrow on the top panel of your emails to access it. Once you click on the icon a separate section for Zoho CRM for Outlook will be added to the right side panel in your inbox. 


You can also open an email and click the Zoho CRM for email icon at the top.

1. All Leads - View all the leads you have in your CRM account.
   

• All Contacts - View all the contacts you have in your CRM account.

• All Deals - View all the deals created or added in your CRM account.
  

• All Campaigns - View all the Campaigns assigned to the contacts using your CRM account.
  

• All Accounts - View all the accounts created or present in your CRM account.
  

1. Choose any email from your Outlook inbox.
   

2. Click Zoho CRM for Email, from the drop-down arrow.
   If the user is not added as lead or contact, Add Lead or Contact option will be displayed.
   
   

3. Click either Lead or Contact tab to add as lead or contact respectively.

4. Enter the details.
   

1. Mandatory fields will be marked red. Once they are filled they will change into green.
   
   

2. Click +more fields to add additional details.
   
   

5. Click Add Lead or Add Contact.
   

Associate emails to Leads, Contacts or Deals

Associate email function makes it easier to track email communications with your leads or contacts. You can associate emails with multiple CRM records based on your requirements. You can find this email in the Emails Related list in the record details page.

To associate an email

1. Choose any email from your Outlook inbox.
   
2. Go to the Info tab and click the Zoho CRM for Email icon and click Associate.
   
   
3. If the user is not added as lead, contact or deal, click Add Lead, Contact or Deal.
   Once the email is associated you will receive a success message.
   
   

Note

You can associate an email with multiple records in CRM. 

Converting Leads

You can convert a lead to contact right from your outlook inbox. While converting you can add the contact to an existing account or create a new account. You can also choose to notify the record owners of the account or contact about the record addition.

To convert a lead

1. Choose an email from the outlook inbox.
   

2. Click the More icon > Convert.
   

3. In the Convert Lead popup, check Add to existing contact or Create new contact.
   

4. Check Notify record owner.
   

5. Click Convert.
   

Editing or Deleting Leads or Contacts