Page 14 - EMAIL+ZOHO CRM FOR YOUR BUSINESS

Emails + Zoho CRM for Your Business

Sending / Receiving Emails

Zoho CRM Plug-in for Microsoft Outlook

For those users who would rather continue using Microsoft Outlook, Zoho CRM has a plug-in for
you as well. If you’re sending and receiving emails through MS Outlook, you can have all those
emails associated to your Zoho CRM account through the Zoho CRM Plug-in for MS Outlook.

Note: This plug-in is available for Mac OS and Windows.

When you use the MS Outlook plug-in, you can:

Associate inbound and Modify your email Add emails as cases to
outbound emails in message and add attachments Zoho CRM.
Microsoft Outlook with Leads, to the Lead or Contact in
Contacts or Deals in Zoho CRM without modifying
Zoho CRM. the original message in
Microsoft Outlook.

Synchronize contacts, Export your contacts, Resolve conflicts while
calendar events and tasks calendar (events) and tasks synchronizing contacts,
automatically from Microsoft from Microsoft Outlook to calendar and tasks with Zoho
Outlook to Zoho CRM. Zoho CRM. CRM so there is no duplication
of customer data.

Download and install the Plug-in based on the MS Outlook version (32 bit or 64 bit).
Go to Setup > Marketplace > Microsoft > Outlook and download the plug-in based on the MS

Outlook Version (32 bit or 64 bit).

Zoho CRM Resources 14