Plug-in for MS Outlook - Online Help - Zoho CRM

Configuring MS Outlook Plug-in (Mac)

We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here

There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar events.

Sign In to Zoho CRM Plug-in for Microsoft Outlook

To get started, first you need to sign in to the Zoho CRM Plug-in for Microsoft Outlook using your Zoho CRM login credentials. You can also sign in using your  Google Apps, Google, Yahoo or Facebook login credentials but with a different password. 

To sign in to Zoho CRM Plug-in for Microsoft Outlook
  1. Open Microsoft Outlook and click Plug-in Downloading icon from the Menu Bar and click Log In.


  2. In the Log In window, click Sign In.

    You will be redirected to Zoho Accounts page in your default browser.
  3. Enter the Email Address/Phone Number, Password and click Sign In.
  4. Read the information that the Zoho CRM Outlook plug-in would like to access and click Accept.
    Please note that once you click Accept, it will take approximately 10 seconds for you to sign-in.

Sign In to Zoho CRM Plug-in When Two Factor Authentication is Enabled

Two Factor Authentication (TFA) is an additional security measure that uses your mobile phone to protect your Zoho account. If you have enabled TFA, you have the option to set application specific passwords. Set a password to sign in to the Zoho CRM Plug-in for Microsoft Outlook.

To sign in to Zoho CRM Plug-in, if the two factor authentication is enabled
  1. Go to https://accounts.zoho.com/
  2. Click the Two Factor Authentication link.
  3. In the Two Factor Authentication page, click Manage Application Specific Passwords.
  4. In the Application Specific Passwords popup, do the following:
    • Enter the Device (or) App Name in the text box.



    • Specify the Current Password that is used to log in to Zoho.
    • Click Generate. A random password will be generated.
      You can use the email address used to log in to Zoho and this generated password, to sign in to Zoho CRM Plug-in for Microsoft Outlook.

Note

If the  Plug-in Downloading icon is not visible, launch the Zoho CRM Plug-in for Microsoft Outlook application from Applications.

Set Up Categories and Folders for Contacts, Tasks and Calendar

When you set up synchronization of contacts or tasks, you can specify the folder from which the records should be synchronized. Contacts and Tasks do not have category selection. For calendar(events) you have to select the categories from which the records should be synchonized.

To set up category and folder
  1. In Menu Bar, click Plug-in Downloading icon > Settings.
  2. In Settings dialog box, click the corresponding Change link for Contact's/Task's Folder.
    The records will be synchronized from the selected folder only.

  3. Click the Change link corresponding to Calendar's Category and do one of the following:
    • Select Zoho Category. Only the records from this category will be synchronized.
      Select all categories if you want all the records (irrespective of the category) to be synchronized.
    • Select the categories of your choice to sync only the records under those categories.
  4. Click Ok.

Configure Conflict Resolution Settings

The conflict resolution settings are used when there are records with a conflict in the field values during a sync. With such conflicting records, the option selected will be applied provided the records are being updated. Note that these options are not applied when new records are added.

To configure conflict resolution settings
  1. Click Plug-in Downloading icon > Settings.
  2. In Settings dialog box, for Conflict Resolution, choose one of the following:
    • Zoho Win - The values from Zoho CRM will overwrite the Microsoft Outlook values.
    • Outlook Win - The values from Microsoft Outlook will overwrite the Zoho CRM values.



  3. Click Ok.
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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              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

                                                                                          • Configuring the MS Outlook Plug-in (Windows)

                                                                                            We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar ...
                                                                                          • Installing the MS Outlook Plug-in (Mac)

                                                                                            We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Before you begin installing Zoho CRM Plug-in for Outlook in your CRM account, check out the Overview page to get ...
                                                                                          • MS Outlook Plug-in - An Overview

                                                                                            Downloading MS Outlook Plug-in is not available anymore. Kindly click here for more information.  The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and meetings between Zoho CRM and ...
                                                                                          • Installing the MS Outlook Plug-in (Windows)

                                                                                            We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Install Zoho CRM Plug-in Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be ...
                                                                                          • Using Zoho CRM Plug-in for Microsoft Outlook (Mac)

                                                                                            We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Synchronize (two-way) Contacts, Tasks ...
                                                                                          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