Integrating with Gmail - Online Help - Zoho CRM

Integrating Gmail with Zoho CRM

Zoho CRM allows you to retrieve your emails from Gmail within your CRM account. All you need to do is configure the POP settings and select you Gmail account as the mailbox.

Follow the steps given below to integrate Gmail with Zoho CRM:

  • Enable POP forwarding in Gmail
  • Set up POP Account
  • Configure Mailbox

Enable POP Forwarding in Gmail

To create time based actions

  1. Sign in to Gmail.
  2. Click  (Settings icon) and select Settings.
  3. In the Settings page, click Forwarding and POP/IMAP.
  4. Select Enable POP for all mail or Enable POP for mail that arrives from now on.
  5. Choose what to do with your messages after your POP client or device receives them.
  6. Click Save Changes.

Gmail - POP account details

These details are required while setting up the mailbox in Zoho CRM.

FileValue
Incoming mail server namepop.gmail.com
Outgoing mail server namesmtp.gmail.com
Incoming Port No.995
Outgoing Port No.465
Secure Connection (SSL)Yes
User nameusername@gmail.com

Set up POP Account

To set up POP account in Zoho CRM

  1. Log in to Zoho CRM.
  2. Click Settings > Setup > Channels > Email > POP (Zoho Mail).
  3. In the Zoho Mail Add-on page, click Configure Now.
  4. In the Zoho Mail Add-on page, click the Add Mail Account link.
  5. In the Zoho Mail POP3 Settings page, click Add POP3 Account.
  6. In the Add POP3 Account, specify the required details to configure POP service for your email account. Refer to the table given above.

    Note
    • If you do not use any POP clients other than Zoho Mail, your Username can just be username@gmail.com.
    • If you are using multiple POP clients, you need to tag the Username as 'recent:username@gmail.com'. Also, make sure that Leave messages in the server is selected for the Delete message settings option. Please note that this is applicable only to Gmail users.
  7. Click Test Account to authenticate the email account details are provided and check the incoming server.
  8. Click Create Account.
    The email account will be configured. You can enable this account as your default mail account.
  9. Click Save.

Configure Zoho Mail Add-on

To configure mailbox

  1. Click Settings > Setup > Channels > Email > POP (Zoho Mail).
  2. In the Zoho Mail Add-on page, do the following:

    • Choose the Mailbox that you want to configure with CRM.
      The POP accounts that you have set up will be available in the list.
    • Choose the any one of the sharing option. See Also Email Sharing Options 
    • Under Advanced Settings, click the Consolidate all my customers emails in a single place inside Zoho mail check box, if required. If you select this option, all the emails you recieve from your customers (leads and contacts) will be listed in one folder. You can select this folder, or choose to flag the emails by choosing a label in the next step. See Also MailMagnet 
  3. Click Save.

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