#Zoho outlook 365 integration how to#
#Zoho outlook 365 integration manual#
#Zoho outlook 365 integration password#
#Zoho outlook 365 integration free#

#Zoho outlook 365 integration manual#

You can use this to tag individual items you’d like to sync if you choose to do manual syncing. A Zoho category will be automatically created. In the Zoho CRM tab, go to Menu > Settings to set up your contacts, tasks, calendar and email sync options, as well as your conflict resolution parameters. You will be prompted to sign into Zoho CRM, and you will see that you have a new tab along the top of your screen. Once you have downloaded the plugin, log out of Outlook, then back in. Note that while it is not listed, Office 365 is compatible as well. Scroll down to choose the version of Outlook you are using (32-bit, 64-bit, Mac). From the three options listed along the top, click on Outlook. Follow the path Setup > Marketplace > Microsoft. It is important to note first that each user must enable Outlook in their own instances of Zoho CRM. Here is a video that takes you through the Zoho CRM and Outlook integration steps and I have outlined these below. All these benefits can be set up in just a few steps! You will have a record of emails with your clients in CRM and you can create contacts, leads, and initiate deals directly from your inbox. There are many benefits to enabling the integration – you can sync your contacts, calendar and tasks.

#Zoho outlook 365 integration free#

Feel free to comment below.If you use Outlook as your email client, you want to integrate it with your Zoho CRM. And don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at with any questions or if you need Zoho support. Now you will see contacts sent to/from your contacts associated with their record in your CRM! Your incoming and outgoing server names and ports should automatically populate, but if they do not, enter the following information:

#Zoho outlook 365 integration password#

Enter your name as it will be displayed to external users, your email address and password for your Office 365 account, then click save. Navigate to Settings > Channels > Email > and click on Office 365. You also have the option to sync your MS Outlook email to Zoho CRM via IMAP (recommended) or POP. that are owned by other users in your company depending on the amount of data you are syncing the process could take anywhere from a couple minutes to several hours – be prepared to enable the initial sync at a time when you do not need to access your accounts. Limitations: Your email address associated with Zoho CRM must be the same as the email associated with your MS Office 365 address the sync is between “your” accounts, i.e. This will allow you to separate personal and business-related records. Once connected you will see a new category titled “Zoho CRM (Meetings, Tasks, Contacts)”. You will be redirected to sign into your Outlook desktop app.

Click enable on the option you’d like to enable. You will see three separate Buttons to enable the sync – Meetings, Contacts, and Tasks.

Simply navigate to Settings > Marketplace > Microsoft Office 365 in your Zoho CRM. If your company uses Microsoft Office 365 you can still sync your calendar, tasks and contacts with Zoho CRM. Sync Contacts, Meetings, Tasks for Microsoft 365 Users This can be a major problem! Fortunately, you have a couple of different options to enable syncing. One issue that this new add in brings up is that it does not sync your existing email/contacts/calendar.

#Zoho outlook 365 integration how to#

In our last post we advised on the discontinuation for Zoho support for the Outlook plugin available through the Zoho Marketplace, and how to switch to the email add in available through Microsoft.