CRM Integration

Can I add a contact/ email address to Zoho CRM Contacts directly from email?

You can use the CRM Info option, to add your contacts from Zoho Mail to Zoho CRM directly. Refer here for more information. 

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                                                                                                      • Related Articles

                                                                                                      • Can I associate Tasks/Notes with a specific CRM contact from inside Zoho Mail?

                                                                                                        To add a Task/Note with a CRM contact's details, click on the contact's email address from the email preview pane, and select View CRM Info. From the activities section, you can associate a Task/Note/Event with your CRM contact. The added entities ...
                                                                                                      • Can I add an email as task directly to my Zoho Projects portal?

                                                                                                        Yes, you can add an email as a Zoho Projects task. Open the email that you would like to add as a task, and click the More Actions button. Select the Add To option, and choose Projects as Task/Bug. Enter the task details and click Save. For more ...
                                                                                                      • Can I change the chosen email address of a user?

                                                                                                        You can change the email address of a user by creating the required email address as email alias. Once the alias is created, you can make this as the default email address for the user.  Log into mailadmin.zoho.com as the Admin Click User details and ...
                                                                                                      • Can I configure more than one email address for a single user?

                                                                                                        You can configure more than one email address for a user by adding email aliases. To add email aliases, log in to mailadmin.zoho.com, go to Users and select the respective user. Navigate to Mail Settings tab, select Email Alias and click Add. Each ...
                                                                                                      • How do I add an email as a task directly?

                                                                                                        If you want add an email as a Task, click on the More Actions icon in the email preview, and select the Add To option and choose Tasks. Enter the Task details, and click Save. Follow this help page for more details.
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