Integrating Your Vertical CRM with Microsoft Outlook

Integrating Your Vertical CRM with Microsoft Outlook

The CRM Platform Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and events between Zoho CRM and Microsoft Outlook. The CRM Platform plug-in for Microsoft Outlook is available for windows users only.

Key Features

Features available in CRM Platform plug-in
  1. Synchronize contacts, calendar events and tasks automatically from Microsoft Outlook to Zoho CRM.
  2. Associate MS Outlook inbound and outbound emails with Leads, Contacts or Potentials in Zoho CRM.
  3. Add email message and file attachments to the Lead or Contact in Zoho CRM without modifying the original message in Microsoft Outlook.
  4. Export contacts, calendar (events) and tasks from Microsoft Outlook to Zoho CRM.
  5. Add emails as Cases to Zoho CRM.
  6. Resolve conflicts while synchronizing contacts, calendar and tasks with Zoho CRM so that there is no duplication of customer data
System Requirements
  1. Hardware: x486 with 256 MB RAM or higher with a minimum of 10 MB disk space.
  2. Operating Systems: Windows Vista, Windows 7, 8 and 10.
  3. Software: Microsoft Outlook 2007/2010/2013
Vertical CRM plug-in
Installing and Configuring


Usage