How to add Gmail to Zoho CRM

Simple Setup

If you have a Google for Business or Gmail email account, it couldn't be any easier to connect it with Zoho CRM.  This video shows you quickly how to connect it.

Pretty simple really.  If you're already logged into Gmail, it's a only a matter of authorizing Zoho to manage your emails.  That part takes seconds - maybe a minute.  Then you simply select if you want your emails to be private, custom or public for others to see.  Bam - done!

Why Connect the Two?

It's really awesome.  Once you connect your email, you unlock all kinds of features within Zoho CRM: 

• The first thing it does it automagically matches all emails in your email to matching contact or leads within the CRM - you don't have to go one by one and match them all individually - crazy simple
  
• Next, you can use SalesInbox to manage your inbox intelligently instead of using the Gmail interface if you like.  From there you can quickly send and receive emails, create new leads and contacts, categorize your mail and more.
  
• You can also use the Zoho Chrome Gmail extension if you would like to stick with using the Gmail browser interface - you can also add leads and contacts from there as well - additionally you can see information from the matching contact in Gmail, such as deals you're working, next task / appointment/ etc.
  
• You can send email from any lead or contact easily - and use pre-created templates 
  

Summary

We've been around CRMs for a while and this is the easiest connection to Gmail - not to mention the other great email related features of Zoho CRM to maximize your day.

If you're new to Zoho CRM, we recommend you take our Quickstart Course to get going with Zoho One: www.ilearncrm.com
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