Microsoft Outlook Plug-in for Mac | Online Help - Zoho CRM

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 details on key features that will be available and the system requirements to begin installation.

Install Zoho CRM Plug-in

Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be followed:
  • Download and Install the Plug-in for Microsoft Outlook based on the Microsoft Outlook version.
  • Activate Zoho CRM Plug-in for Microsoft Outlook for users.

Note
You must have valid Zoho login details to connect to Zoho CRM.

Download and Install Zoho CRM Plug-in

If you are updating the existing Zoho CRM Plug-in for Microsoft Outlook, please make sure that you close the application and install the new one.

To download and install the Zoho CRM Plug-in for Microsoft Outlook
  1. Go to Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook.
  2. In the Outlook Plug-in page, select the Microsoft Outlook for Mac 2011 & 2016 from the drop-down list.
    You can check the the version for Microsoft Outlook in your system.
  3. Click Download to get the installation file.
  4. Unzip the Zoho_CRM_Plug-in_for_Microsoft_Outlook.zip file.This will contain Zoho_CRM_Plug-in_for_Microsoft_Outlook.pkg file
  5. Click Continue.
  6. In the License Agreement dialog box, read the license agreement and click Continue > Agree, to accept the license agreement.



  7. After installing, access the application from the menu bar when Microsoft Outlook is open.
    If the Plug-in Downloading icon is not visible, launch the Zoho CRM Plug-in for Microsoft Outlook from Applications.

Uninstalling the Plug-in

You can uninstall the plug-in from CRM whenever required.

To uninstall the Zoho CRM Plug-in for Microsoft Outlook
  1. Quit the Microsoft Outlook application from the Menu bar.
  2. Remove Zoho CRM Plug-in for Microsoft Outlook from the Applications folder in Mac.

SEE ALSO

    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 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

                Zoho SalesIQ Resources



                    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

                                                        • 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 ...
                                                        • 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 ...
                                                        • 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 ...
                                                        • Using 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.  Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Add records to Zoho Category Remove ...
                                                        • 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 ...

                                                        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