Tip of the week #31 - Access Zoho CRM from your inbox

Tip of the week #31 - Access Zoho CRM from your inbox



The Zoho CRM extension in Zoho TeamInbox allows you to manage customer relationship activities right from your inbox.

Here are some of the activities that you can perform:
  1. 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. You don't have to leave your inbox to update your contact record.
  2. Add an activity for the contact or lead - You can add tasks, or schedule meetings and calls from the Activities section.
  3. 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.

If you've not tried Zoho TeamInbox yet, sign up now to start your free trial.





    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方