Plug-in for MS Outlook - What's New?
Stay signed in to the Zoho CRM Plug-in
Every time you open MS Outlook, you need not sign in to the Zoho CRM Plug-in. You will be automatically signed in to the plug-in.
Automatic synchronization of contacts, tasks and calendar events from MS Outlook to Zoho CRM. 'Allow the changes made in the Outlook contacts/tasks/appointments to reflect in Zoho CRM' - Select this option and all your contacts, tasks and calendar events will be automatically synchronized from MS Outlook to Zoho CRM.
Also, you can now specify the Folder and Category details in the Contacts, Tasks and Calendar tabs, separately.
Associating outgoing emails from MS Outlook to the related leads/contacts in Zoho CRM.Earlier, you needed to search a CRM record and then add an email to the selected records. Along with that option, there are two additional ways to add emails to the leads and contacts.
- Add Email option - Just one click, and the selected email will be added to the lead/contact in CRM.
- Automatically add outgoing emails - On sending an email from MS Outlook, it will be automatically added to the matching contact/lead in Zoho CRM.
Based on the specifications provided in the Mail Settings the emails will be added to Zoho CRM. These settings will tell you which record the email should be associated to.
The image here clearly highlights the mail settings we have in the Plug-in. Instead of searching the CRM record, you can leave it to the mail settings to automatically search and associate the emails to the leads and contacts in Zoho CRM.
You can also check if the email is already added in your CRM account or not!
Download the latest version of the Plug-in for MS Outlook from the links below:
For MS Outlook 2003, 2007, 2010 (32 bit), 2013 (32 bit)
http://zoho.com/crm/1549989/ZohoCRM_Plugin_for_Microsoft_Outlook.exe
For MS Outlook 2010, 2013 (64 bit)
http://www.zoho.com/crm/1549989/ZohoCRM_Plugin_for_Microsoft_Outlook_64bit.exe
Related Articles
Using Plug-in for Microsoft Outlook
Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Add records to Zoho Category Remove records from Zoho Category Automatically synchronize (one-way) Contacts, Tasks and Calendar Events from MS Outlook to Zoho CRM Export ...Zoho CRM Plug-in for Microsoft Outlook
The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and events between Zoho CRM and Microsoft Outlook. The Zoho CRM Plug-in for Microsoft Outlook is available for both Windows and Mac users. ...Using Plug-in for MS Word
Zoho CRM Plug-in for Microsoft Word allows you to create mail merge documents in Microsoft Word and also from Zoho CRM. You must execute specific operations in both Microsoft Word and Zoho CRM: Microsoft Word Operations Zoho CRM Operations Microsoft ...Working with Zoho CRM Outlook Edition
Chapter 27: Working with Zoho CRM Outlook Edition The Zoho CRM Outlook edition is productivity-enhancement software that can be used with Zoho CRM system and Microsoft Outlook. The Outlook edition can be installed on users' MS Outlook as a plugin, ...Configuring Zoho CRM Plug-in in Windows
There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar events. Sign In to Zoho CRM Plug-in Sign In Using Zoho CRM Login Credentials To get started, first you need to sign in to the Zoho CRM ...