Zoho Mail Add-on - Online Help - Zoho CRM

Zoho Mail Add-on - Overview

Email communication has changed the way we do business today and having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the Zoho Mail add-on you can now manage all your customer correspondence within your Zoho CRM account. It helps you to automatically track the email conversations that you have with your customers and associate them to your leads and contacts in CRM.

Availability
Permission Required
Users with Zoho Mail Integration permission in their profile.


Benefits
  • Centralize all customer information and email correspondence inside Zoho CRM.
  • Associate customers' email conversation with CRM data (leads, contacts and potentials).
  • Share and update customer-specific emails with other users within the account.
  • Send and receive emails simultaneously in CRM and your favorite POP3 or IMAP enabled email client.


Key Features

  • Email tab inside Zoho CRM.
  • Send and receive all your emails without leaving Zoho CRM.
  • Share customer emails with colleagues (emails from selected records or all records).
  • Thread view of Email conversations.
  • Get quick email notifications of the emails from prospects and customers.
  • Integrate with Gmail, Yahoo, Hotmail and any other POP3 or IMAP email services

You can either choose from one of the popular email clients to set up your email account or use POP3 or IMAP to configure your email account. The popular email clients provided are: Zoho Mail, Gmail, Yahoo Mail, Microsoft Outlook, and Office 365.


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

                                                        • Zoho Projects Integration - Overview

                                                          Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...
                                                        • Adding Details from Zoho Mail

                                                          Most of the customer interactions are through emails and so, Zoho Mail provides an easy way to collect the contact information and store it in your Zoho CRM account. When a prospective customer sends an email, you need not manually add the Lead ...
                                                        • Zoho Mail Add-on - Error Messages

                                                          The error messages you may view while configuring the Zoho Mail Add-on are: Mail Box (yourmailID) you have configured earlier is not reachable. Please select a new "Mail Box". One of the instances why this message will display is when you change ...
                                                        • Managing Zoho Mail Add-on Users

                                                          The Zoho Mail Add-on helps you to manage all the customer correspondence within your Zoho CRM account. It helps you to keep track of all the email communication between the customers and the CRM users. In addition to this, as an administrator, you ...
                                                        • Working with Zoho Desk Integration

                                                          Zoho CRM lets you integrate your Desk and CRM accounts. This integration is aimed at providing a single platform to view and respond to the customer tickets right within the CRM account. As an administrator you can initiate integration between CRM ...

                                                        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