Installing the MS Word Plug-in

System Requirements

The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below:

Hardware	x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space
Operating System	Windows 7, 8, and 10
Software	Microsoft Word 2010 / 2013 / 2016
Browser	Only Internet Explorer (Version 6 and above)

Installation Prerequisites

You must have sufficient system privileges to install the Zoho CRM Plug-in for Microsoft Word
You must have valid login details to connect to the Zoho CRM server
You must close all Microsoft Word documents before installing the Plug-in

Install Zoho CRM Plug-in for Microsoft Word

Installing Zoho CRM Plug-in for Microsoft Word allows you to create mail merge templates based on the CRM data source.

To install the Zoho CRM Plug-in

Log in to Zoho CRM with your Username and Password.
Go to Setup > Marketplace > All > Plug-in for Microsoft Word.
In the Zoho CRM Plug-in for Microsoft Word page, click Download Now.
Save/Run the Adventnet_ZohoCRM_Word_Plugin.exe
In the Install Shield Wizard, click Next to start the installation process.
In the License Agreement dialog box, go through the license agreement completely and click Yes to accept the agreement.
In the Choose Destination Location wizard, browse the directory in which you want to install the Zoho CRM Plug-in setup files and click Next to continue.
In the Language Selection dialog box, select the Language from the drop-down list and click Next to start the installation.
The installation process will take few seconds.
Click Finish to complete Installation.

Note

You can select English, Japanese, French, or Spanish language.

Configure Web browser to install ActiveX Control

ActiveX control allows Zoho CRM to communicate with Microsoft Word for creating mail merge documents. You must configure your web browser before installing the ActiveX control otherwise you will not be able to create mail merge documents.

The Zoho CRM Plug-in for MS Word works ONLY with Internet Explorer 6 and above versions and NOT with Firefox/Chrome. To create mail merge documents, please access Zoho CRM through Internet Explorer.

To configure Internet Explorer

Click Tools > Internet Options.
In the Internet Options dialog, click Security > Custom Level.
In the Security settings dialog, ensure the following under ActiveX Control and Plug-In section:

Enable Automatic Prompting for ActiveX controls
Enable / Prompt Download signed ActiveX controls
Enable / Prompt Run ActiveX controls and plug-ins
Enable Script ActiveX controls marked safe for scripting
Click OK to save the settings.

Click Apply > OK.

Activating Zoho CRM Plug-in for Microsoft Word

The administrator need to enable this feature for others users to create mail merge documents in MS Word and Zoho CRM.

To activate the Zoho CRM Plug-in

Go to Setup > Users and Control > Security Control > Profiles.
In the Profiles page, click Edit for the user's profile.
Under Apps Permissions, check Zoho CRM Plug-in for Microsoft Word check box.
Click Save.

Uninstall Zoho CRM Plug-in for Microsoft Word

Before uninstalling the Zoho CRM Plug-in, close all Microsoft Word documents (if running).

To uninstall the Zoho CRM Plug-in

Click Start > Settings > Control Panel (Start Menu).
In the Control Panel, double click Add or Remove Programs.
In the Add or Remove Programs dialog-box, select Zoho CRM Plug-in and click Remove.
Click Yes.
This will uninstall the Zoho CRM Plug-in for Microsoft Word.

SEE ALSO

Key features in MSWord Plug-in

Using MS Word Plug-in

Error Messages

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.

Redefine the way you work

with Zoho Workplace

Start your free trial

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.

Create, share, and deliver

beautiful slides from anywhere.

Get Started Now

Zoho Sign now offers specialized one-on-one training for both administrators and developers.

BOOK A SESSION

Zoho Workerly Home
Forums
Connect With Us:

Zoho Recruit Home
Forums
Connect With Us:

Start tracking your website metrics today

Use PageSense to understand what your visitors are looking for, how they are behaving, and where they are facing problems on your website.

Ready to improve your website's performance?

Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.

Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

Try easy-to-use extensions

Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.

Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
Offline Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Order Forms for Small Business
No Code Forms	Construction
Free Forms	Travel
Prefill Forms	Non-Profit
Intake Forms	Legal
Form Designer	HR
Card Forms	Food
Assign Forms	Photography
Translate Forms	Real Estate
Electronic Forms
Notification Emails for Forms
Holiday Forms
Form to PDF
Email Forms CRM Forms Embeddable Forms Drag and Drop form builder HIPAA Forms Encrypted Forms

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Zoho Pagesense Resources

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.

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Zoho Sheet Resources

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Forms Resources

Secure your business

communication with Zoho Mail

Get started

Mail on the move with

Zoho Mail mobile application

Go Mobile

Stay on top of your schedule

at all times

Get started

Carry your calendar with you

Anytime, anywhere

Get started

Latest Announcements

New to Zoho Sign?

Zoho Sign Resources

Sign, Paperless!

Sign and send business documents on the go!

Get Started Now

Zoho SalesIQ Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Connect with us

New to Zoho ZeptoMail?

LEARN MORE

Latest Feature Updates

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho DataPrep Demo

Get a personalized demo or POC

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

New to Zoho Workerly?

Access Zoho Workerly

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho CRM?

Signup Now

Access Zoho CRM

Latest Feature Updates

New to Zoho Projects?

Access Zoho Projects

New to Zoho Sprints?

Access Zoho Sprints

New to Zoho Assist?

Access Zoho Assist

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Related Articles
MS Word Plug-in - An Overview
The Zoho CRM Plug-in for Microsoft Word is an easy-to-use productivity tool to create mail merge documents on-the-fly. It allows you to create mail merge documents in MS Word using Zoho CRM data or from Zoho CRM using MS Word template. The mail merge ...
MS Outlook Plug-in - An Overview
Downloading MS Outlook Plug-in is not available anymore. Kindly click here for more information. The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and meetings between Zoho CRM and ...
Installing the MS Outlook Plug-in (Mac)
We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here. Before you begin installing Zoho CRM Plug-in for Outlook in your CRM account, check out the Overview page to get ...
Installing the MS Outlook Plug-in (Windows)
We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here. Install Zoho CRM Plug-in Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be ...
Using Plug-in for MS Word
Zoho CRM Plug-in for Microsoft Word allows you to create mail merge documents in Microsoft Word and also from Zoho CRM. You must execute specific operations in both Microsoft Word and Zoho CRM: Microsoft Word Operations Zoho CRM Operations Microsoft ...