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 followed:
- Download and Install the Plug-in based on the Microsoft Outlook version (32 bit or 64 bit)
- Activate Zoho CRM Plug-in for users
Note
- Only users who have the Admin login for the system in which Microsoft Outlook is available can install the plug-in.
- You must have valid Zoho login details to connect to Zoho CRM.
- Before installing, the Microsoft Outlook application should be closed in your system.
Download and Install Zoho CRM Plug-in
If you are updating the existing plug-in to a new version, you need to uninstall the plug-in and install it again. Please make sure that you close the application before uninstalling it.
To download and install the Zoho CRM Plug-in
- Log in to your Zoho CRM account.
- Go to Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook.
- In the Outlook Plug-in page, select the Microsoft Outlook version from the drop-down list.
You can check the the version for Microsoft Outlook in your system. - Click Download to get the installation file.
- Run the ZohoCRM_Plugin_for_Microsoft_Outlook.exe file.
- In the Welcome to the Installation Wizard dialog, click Next.
- In the License Agreement dialog box, read the license agreement and click Yes to accept the license agreement.
- In the Choose Destination Location dialog box, browse the directory and click Next.
The installation will take a few seconds. - In the Installation Completed dialog box, click Finish to complete the installation.
Note
The default destination directory is C:\Program Files\ZOHO\Zoho CRM Plug-in for Microsoft Outlook
Uninstall Zoho CRM Plug-in
You can uninstall the plug-in from your CRM account whenever required.
To uninstall the Zoho CRM Plug-in
- Select Start > Control Panel.
- In the Control Panel page, click Add/Remove Programs.
- In the Add/Remove Programs dialog box, select the Zoho CRM Plug-in for Microsoft Outlook and remove the program.
Note
If Microsoft Outlook is already running, you need to close the application before uninstalling it.
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 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:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
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 Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
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 ...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 ...Installing the MS Word Plug-in
System Requirements The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below: Hardware x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space Operating System Windows 7, 8, and 10 Software Microsoft Word 2010 / ...