Great if you need to make a quick note while emailing a client!
If an email comes in from an existing client you can create a new deal, activities or notes, and see all the relevant details about your contact.
In addition to syncing, the Outlook plugin will allow you to add a new email address as either a lead or a contact in Zoho CRM directly from the side panel. You can also choose to have a pop-up window to review any changes before they are made. In conflict resolution, you can choose whether Zoho CRM will overwrite Outlook records, or the reverse. If you choose to use automatic syncing, just select which categories to sync. For example, you will probably want your meeting with your new client to be on both your Outlook and CRM calendars, but you probably don’t want your haircut next week on your CRM calendar! Just tag your records and click on the sync button in the Zoho CRM ribbon. This is particularly helpful if you only want certain information to be synced.
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You can use this to tag individual items you’d like to sync if you choose to do manual syncing. A Zoho category will be automatically created. In the Zoho CRM tab, go to Menu > Settings to set up your contacts, tasks, calendar and email sync options, as well as your conflict resolution parameters. You will be prompted to sign into Zoho CRM, and you will see that you have a new tab along the top of your screen. Once you have downloaded the plugin, log out of Outlook, then back in. Note that while it is not listed, Office 365 is compatible as well. Scroll down to choose the version of Outlook you are using (32-bit, 64-bit, Mac). From the three options listed along the top, click on Outlook. Follow the path Setup > Marketplace > Microsoft. It is important to note first that each user must enable Outlook in their own instances of Zoho CRM. Here is a video that takes you through the Zoho CRM and Outlook integration steps and I have outlined these below. All these benefits can be set up in just a few steps! You will have a record of emails with your clients in CRM and you can create contacts, leads, and initiate deals directly from your inbox. There are many benefits to enabling the integration – you can sync your contacts, calendar and tasks. If you use Outlook as your email client, you want to integrate it with your Zoho CRM.
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