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 contact information at one place.
Only the admin of your Zoho TeamInbox organization can perform integration with Zoho CRM.
To integrate Zoho TeamInbox with Zoho CRM:
Go to Zoho Marketplace and login with your Zoho credentials.
Search for the Zoho TeamInbox for Zoho CRM extension.
Click Install in the top right corner.
Confirm installation by agreeing to the terms of service and click Install.
Authorize the extension to access your data and click Install Now.
Once the extension is installed successfully, you have to authorize for Zoho CRM to access your Zoho TeamInbox details.
The Zoho TeamInbox extension for Zoho CRM is now installed for your organization, and you can now view email threads from within Zoho CRM. You can revoke this access anytime. Also, you can uninstall the extension whenever needed.
To view emails in Zoho CRM
To view the threads related to any lead or contact, click on the specific lead or contact to go to their detailed view. Click Zoho TeamInbox under the Related List section in the left pane. You will now be able to view the email list, where you can click on a specific thread to preview. To do more actions on the thread, you can select to open the thread in a new window.
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 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:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
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 ...Integration with Zapier
Introduction Zapier is an automation software that allows you to connect different web applications with each other, and move information between them automatically. You can now use Zapier to connect Zoho TeamInbox with other applications around ...Can I recover deleted threads in Zoho TeamInbox?
Yes, the threads that are deleted from the inboxes that you belong to will be stored in the trash view of the left pane. Only admins can delete the messages permanently from here. You can also restore the messages from here and have them in your ...Create email responses templates
Pre-compose and save email templates that your entire team can use while responding to queries. Save yourself from writing the same content repeatedly and assure quicker replies. This will also help you maintain consistency in the emails that go from ...Understanding Inboxes
The teams of your organization might be using various channels for their internal and external communications. The number of messages received and sent via these channels per user will definitely be huge. The users will then have to switch between ...