Syncing Gmail Without Using Zoho Mail Interface
Our sales team uses Zoho CRM and Gmail, as well as the Gmail add-on. For some reason, emails only attach to accounts/contacts when they're being received within the Zoho email interface.
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We'd rather just continue sending/receiving email in the web interface for gmail and have the emails automatically be synced against our zoho contact database - otherwise we're required to do incredibly tedious data entry.
I'd also be amenable to a solution where we could cc or bcc an address in the zoho system for each user account, although I'd prefer not having to do this.
Ultimately, if the Zoho gmail add-on doesn't allow this utility, I'm not sure what its utility is - how can I use the gmail add on?
Topic Participants
spencerml
Matthew L Wadley
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