Plug-in for MS Outlook - Online Help - Zoho CRM

MS Outlook Plug-in - An Overview

Downloading MS Outlook Plug-in is not available anymore. Kindly click here for more information. 

The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement plug-in for synchronizing the contacts, tasks and meetings between Zoho CRM and Microsoft Outlook. The Zoho CRM Plug-in for Microsoft Outlook is available for both Windows and Mac users.

Availability
Permission Required
Users with Integration with Microsoft Outlook permission in their profile can use this feature.



 


Features available in Zoho CRM Plug-in (Windows Users)


  • Synchronize contacts, calendar meetings and tasks automatically from Microsoft Outlook to Zoho CRM.
  • Associate MS Outlook inbound and outbound emails with Leads, Contacts or Deals in Zoho CRM.
  • Add email message and file attachments to the Lead or Contact in Zoho CRM without modifying the original message in Microsoft Outlook.
  • Export contacts, calendar (meetings) and tasks from Microsoft Outlook to Zoho CRM.
  • Add emails as Cases to Zoho CRM.
  • Resolve conflicts while synchronizing contacts, calendar and tasks with Zoho CRM so that there is no duplication of customer data


Features available in Zoho CRM Plug-in (Mac Users)


  • Synchronize contacts, calendar meetings and tasks from Microsoft Outlook to Zoho CRM.
  • Associate Microsoft Outlook inbound and outbound emails with Deals in Zoho CRM.
  • Resolve conflicts while synchronizing contacts, calendar and tasks with Zoho CRM so that there is no duplication of customer data
System Requirements

For Windows Users

  • Hardware: x486 with 256 MB RAM or higher with a minimum of 10 MB disk space
  • Operating Systems: Windows 7, 8, and 10
  • Software: Microsoft Outlook 2010 / 2013 / 2016

For Mac Users

  • Operating Systems: Mac OS X 10.6 and above
  • Software: Microsoft Outlook 2011 for Mac

Advantages of MS Outlook Plug-in

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 meetings 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 meetings 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.

SEE ALSO

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Installing the MS Outlook Plug-in (Mac)

                                                                                                    We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Before you begin installing Zoho CRM Plug-in for Outlook in your CRM account, check out the Overview page to get ...
                                                                                                  • Installing the MS Outlook Plug-in (Windows)

                                                                                                    We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Install Zoho CRM Plug-in Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be ...
                                                                                                  • Using the MS Outlook Plug-in (Windows)

                                                                                                    We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Add records to Zoho Category Remove ...
                                                                                                  • Configuring MS Outlook Plug-in (Mac)

                                                                                                    We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar ...
                                                                                                  • Configuring the MS Outlook Plug-in (Windows)

                                                                                                    We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources