Installing MS Outlook Plug-in (Windows) | Online Help - Zoho CRM

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
  1. Log in to your Zoho CRM account.
  2. Go to Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook.
  3. 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.
  4. Click Download to get the installation file.
  5. Run the ZohoCRM_Plugin_for_Microsoft_Outlook.exe file.
  6. In the Welcome to the Installation Wizard dialog, click Next.
  7. In the License Agreement dialog box, read the license agreement and click Yes to accept the license agreement.
  8. In the Choose Destination Location dialog box, browse the directory and click Next.
    The installation will take a few seconds.

    Plug-in Downloading

  9. 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
  1. Select Start > Control Panel.
  2. In the Control Panel page, click Add/Remove Programs.
  3. 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 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









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            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

                                                                                                      • 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 (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 ...
                                                                                                      • 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 / ...
                                                                                                        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