CRM eWidget | Zoho TeamInbox

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: 
  1. Login to Zoho TeamInbox.
  2. Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
  3. 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.
  1. Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
  2. Select the Zoho CRM app from the eWidgets list.
  3. Select the email address you want to add from the drop down.
  4. Select if you want to add the address as a lead or a contact.
  5. Fill in the basic details.
  6. 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.
  1. Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
  2. Select the Zoho CRM app from the eWidgets list.
  3. Select the email address you want to add the activity for from the drop down.
  4. Click on the Activities tab.
  5. Choose if you want to create a task or schedule a meeting or call.
  6. Fill in the details.
  7. 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.
  1. Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
  2. Select the Zoho CRM app from the eWidgets list.
  3. Select the email address you want to add the activity for from the drop down.
  4. Click Send Email and click Select Template.
  5. Choose from the templates listed.
  6. Fill in the basic details.
  7. 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.
 

 
 

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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
            Redefine the way you work
            with Zoho Workplace

              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 Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox 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 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 ...
                                                                                                                        • How to create a team in Zoho TeamInbox?

                                                                                                                          Only an organization Admin or Moderators can create teams in Zoho TeamInbox. Login to Zoho TeamInbox and click the Plus icon in the top right corner in the left pane. Select Team and enter a name and description for your team. If you want to add the ...
                                                                                                                        • 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: ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            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