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How to add Gmail to Zoho CRM

2/22/2018

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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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    Author

    David Edkins started his career at Hewlett-Packard; in finance.  He thought he wanted to become a CPA and that HP would look good on a resume.  After a year or two he realized he wanted to engage with customers directly by selling their consulting services.

    Ten successful selling years later he wanted a change - after a year of research, he decided to transition out of HP to buy, sell and lease office buildings in his local area.  During this time he also created an online commercial real estate marketplace that encompassed more than 10,000 members across the country.

    He went on to start an IT managed services company, sold it, then started his current focus of helping entrepreneurs remove CRM anxiety to leverage the power of  cloud based systems - primarily Zoho CRM Plus and Salesforce - to boost their business and save money.


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  • Knowledge
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    • Learn >
      • Zoho Video Tutorials >
        • Client Calls
        • Zoho Books Videos
        • Zoho Creator Videos
        • Zoho CRM Videos
        • Zoho Projects Videos
        • Zoho Sign Videos
      • Virtual School >
        • Get a Free Course
  • Pricing
  • Zoho
    • End to End Small Business System
    • Small Business Accounting
    • App Demo Pages >
      • Calendar Scheduling
      • Web Tracking and Chat
      • Maximize Your Website
      • Online Meetings
      • Email Campaigns
      • Social Media
      • Customer Tracking
      • Sale Team Motivation
      • Customer Help Desk
      • Accounting
      • Project Management
      • Agile Management
      • Email
      • BI / Analytics
      • Note Taking
      • Instant Messaging
      • Surveys
      • Train Your Team
      • Staff Recruiting
      • File Sharing
    • Start Your FREE Trial
  • AirCall