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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
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