Zoho CRM Extension
Zoho CRM is a customer relationship management tool that lets you manage your contacts, reach customers through multiple channels, and drive sales. With Zoho TeamInbox's eWidget, access Zoho CRM from your inbox. This extension lets you view your contacts' Zoho CRM related information and activities. You can also create deals, notes, tasks and events for a contact directly from Zoho TeamInbox.
To use Zoho CRM eWidget:
- Login to Zoho TeamInbox.
- Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
- Select the Zoho CRM app from the eWidgets list.
Here you can view the contact info and their activities.
Add contact or lead from an email
You can add the email address in the From or To field of an email as a contact or lead in Zoho CRM directly from Zoho TeamInbox.
- Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
- Select the Zoho CRM app from the eWidgets list.
- Select the email address you want to add from the drop down.
- Select if you want to add the address as a lead or a contact.
- Fill in the basic details.
- Click Save.
This email address will now be added as a lead or contact in Zoho CRM.
Add an activity for the contact or lead
You can add tasks, or schedule meetings and calls from the Activities section.
- Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
- Select the Zoho CRM app from the eWidgets list.
- Select the email address you want to add the activity for from the drop down.
- Click on the Activities tab.
- Choose if you want to create a task or schedule a meeting or call.
- Fill in the details.
- Click Save.
Activity will now be added for this contact or lead in Zoho CRM.
Send email to a contact or lead
You can send your email templates saved in Zoho CRM to a contact or lead from Zoho TeamInbox.
- Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
- Select the Zoho CRM app from the eWidgets list.
- Select the email address you want to add the activity for from the drop down.
- Click Send Email and click Select Template.
- Choose from the templates listed.
- Fill in the basic details.
- Click Send.
Settings
Find the settings icon at the top right corner of the Zoho CRM eWidget. Here you can choose the organization for which you want to view Zoho CRM information.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Zoho Desk Extension
Zoho Desk is a help desk application that lets you manage customer support activities efficiently. With Zoho Desk extension for Zoho TeamInbox you can access tickets and perform activities on Zoho Desk while reading contextual emails. To use Zoho ...Integration with Zoho CRM
Zoho CRM is your one solution for all your sales activities. Zoho TeamInbox's integration with Zoho CRM lets you access emails related to a specific contact or lead right from Zoho CRM. With our two-way integration with Zoho CRM you can keep all your ...Zoho Meeting Extension
Zoho Meeting is an online meeting and webinar platform that lets you conduct virtual meetings via audio and video conferences. With Zoho Meeting extension for Zoho TeamInbox, access all the meeting tools without leaving your inbox. Create new ...Zoho Recruit Extension
Zoho Recruit is an efficient Applicant Tracking System that helps through your hiring process. With this extension, you can add candidates directly to Zoho Recruit while you are reading their emails or attached resumes. To use Zoho Recruit eWidget: ...Trello Extension
Trello is a project management application that lets you create, organize and streamline your tasks using boards, lists and cards. With this extension, you can convert your emails to tasks in Trello. You can also view, edit or create new lists and ...