The Edkins Group - Zoho Experts to Help Your Business Grow
  • Zoho Expertise
    • What is Zoho?
    • Zoho Expert Help
    • Zoho Video Tutorials >
      • Free Course
      • Client Calls
      • Zoho Books Videos
      • Zoho Creator Videos
      • Zoho CRM Videos
      • Zoho Projects Videos
      • Zoho Sign Videos
  • Pricing
  • Schedule a Call
  • Valuation+

News, Features and Tutorials

Learn how to maximize the most integrated online platform
designed ​to maximize your small business today.

How to Connect Gmail to Zoho CRM

1/2/2020

Comments

 

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?

  • 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.zocademy.com
​​
schedule a one-on-one
Comments

    Archives

    January 2020

    Categories

    All
    Q&A
    Setting Up
    Tutorial
    Zoho CRM
    Zoho Forms
    Zoho Sites

    RSS Feed

The Edkins Group ©2022  All Rights Reserved | Rocklin, CA  |  916.262.7295
 Get Ring Central  |  Presentation of Zoho One  |  Join the Group
  • Zoho Expertise
    • What is Zoho?
    • Zoho Expert Help
    • Zoho Video Tutorials >
      • Free Course
      • Client Calls
      • Zoho Books Videos
      • Zoho Creator Videos
      • Zoho CRM Videos
      • Zoho Projects Videos
      • Zoho Sign Videos
  • Pricing
  • Schedule a Call
  • Valuation+