Problem with linking Zoho Mail, Gmail and Zoho Crm
I am currently using Gmail as my email client. Gmail has been successfully synched with Zoho CRM and there is no problem sending and receiving emails here.
I have also set up an IMAP synch between Zoho Mail and Gmail from the Google Workspace.
I can send an email from Zoho Mail to a contact that appears as a contact in ZMail (synched to CRM) and it arrives at the contact correctly. It shows in the CRM mail against the record.
When I reply from the contact to the email it appears in the inbox of Gmail and CRM email record but not in Zoho Mail.
Is there a way of synching the CRM mail record with Zmail.
The Zoho Mail calendar is synching where there is a contact in the google calendar but not if it's not connected to a contact.
Zoho mail tasks are also not connected to Zoho CRM tasks.
Is there a way of integrating the mail, tasks and calendar theough the set up in Zoho Mail or some other process.
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________