Add CRM to your Inbox

Adding the CRM email extension - Zoho

You can add the Zoho email extension to your email client for faster data entry in to CRM and to work your contacts and update information without leaving your email inbox.

Gmail

To get the email extension for Gmail, simply to the Chrome web store and add the Zoho CRM Chrome extension to your Chrome browser. You can also download it directly from this link: https://chrome.google.com/webstore/detail/zoho-crm-for-gmail/ojhlgnehlajjgpneocngnphjellkjgch

Outlook

Online version

To get the extension for the online version of Outlook in Office 365 you can go to the Microsoft app store and click get it now:

Desktop version

To download and install the Zoho CRM Plug-in
  1. Log in to your Zoho CRM account.
  2. Go to Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook.
  3. In the Outlook Plug-in page, select the Microsoft Outlook version from the drop-down list.
    You can check the the version for Microsoft Outlook in your system.
  4. Click Download to get the installation file.
  5. Run the ZohoCRM_Plugin_for_Microsoft_Outlook.exe file.
  6. In the Welcome to the Installation Wizard dialog, click Next.
  7. In the License Agreement dialog box, read the license agreement and click Yes to accept the license agreement.
  8. In the Choose Destination Location dialog box, browse the directory and click Next.
    The installation will take a few seconds.

    Plug-in Downloading

  9. In the Installation Completed dialog box, click Finish to complete the installation.


    • Related Articles

    • How to quickly add fields to Leads that also appear in related modules and are auto mapped

      Adding custom fields to Leads in Zoho CRM can be a little time consuming if you then have to create corresponding fields on either the Account Contact and/or Deal record and then manually map them. This video shows you how to create new custom fields ...

    • Sign up for Zoho CRM

      To sign up for Zoho CRM only with us as your partner you will need to select the link below: https://store.zoho.com.au/ResellerCustomerSignUp.do?id=5807da56ddc7ad7311a391118daae390 Once you have clicked the link you will be asked to set up a few ...

    • Email deliverability

      If emails are not arriving in your inbox from your bulk email platform you need to consider making a few changes. Over the years email has become a widely used marketing tool. It has one of the lowest costs of all marketing channels. Unfortunately ...

    • Tag your Zoho Partner

      To allow us to provide you with support we need to add your account to our partner portal. This allows us to complete support requests on your behalf. No matter what zoho program you have you can tag us by clicking on the Tag Your Partner link below ...

    • Customer Relationship Management

      Customer Relationship Management/Marketing Implementation & Operations We are certified on Salesforce, Keap/Infusionsoft, Zoho One Microsoft Dynamics Kartra Active Campaign We are experts in CRM and can work in any platform you have. We help with ...

    • Popular Articles

    • Migrating from Chrome to Edge

      You might be in a situation where you'd just like to have all of you favorites or auto-fills moved over from one browser to another. Some reasons may be that you're more interested in using Edge now because of that handy little AI that all the cool ...

    • Email deliverability

      If emails are not arriving in your inbox from your bulk email platform you need to consider making a few changes. Over the years email has become a widely used marketing tool. It has one of the lowest costs of all marketing channels. Unfortunately ...

    • Relevate People Recruitment FAQs

      Welcome to Relevate People, This article will guide you through some common questions about working with us: FAQs Am I working for Relevate People? Relevate People is a Technical Virtual Staffing organisation. We provide the facilities for our ...

    • Information Security Incident Management

      Introduction This policy covers incident management of Information Security Breaches. Preparation This policy covers the outline of requirements to ensure that we are ready to respond to incidents rapidly and minimise the impact of any issues or ...

    • Dev as a Service

      CRM Development, or any software development, can be a large project. Often, when creating software or implementing projects, the underlying business case changes over time. We find that an Agile development process is the best way to deliver real ...