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
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