Integrate with Microsoft

Co-existing with Microsoft Zoho applications offer many points of integration with Microsoft Office 365. Below, we've linked to some help pages about popular ways to sync information between Zoho and Microsoft applications.

Books
Microsoft Outlook Emails	Import from Microsoft then click on a contact to see your emails with them
Microsoft Contacts	Import from Microsoft

Campaigns
Microsoft Contacts	Import from Microsoft OneDrive
Microsoft Calendar	See campaigns on Outlook calendar
Microsoft Documents	Import from Microsoft OneDrive

CRM
Microsoft Outlook Emails	Install our plug-in for Microsoft Outlook which lets you view customer details, save leads and add contacts, add tasks without leaving your inbox. Associate emails with particular contacts in your CRM
Microsoft Contacts	Two-way Sync
Microsoft Calendar	Two-way Sync
Microsoft Documents	Mail-merge CRM data into Microsoft Word documents to create form letters, envelopes and more

Desk
Microsoft Outlook Emails	Link your support email address to automatically create tickets from inbound emails

Docs
Microsoft Documents	Import from OneDrive

Projects
Microsoft Calendar	Two-way Sync
Microsoft Documents	Import from Microsoft Project files and attach One Drive files to projects

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Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

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Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms		Encrypted Forms
Embeddable Forms		Secure Forms
Drag & drop form builder		WCAG

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