It even allows you to reply and compose messages using Zoho CRM email templates. The connector also works in any modern browser including Chrome, Edge and Safari, so you can have the same functionality whether using a desktop or mobile platform.
The add-on can be deployed to your entire company with a single click. Contact sales@ienterprises.com for details on enterprise licensing and deployment.
Connector for Gmail™ and Zoho CRM brings Zoho to your inbox and calendar. When an email is received or when you search the connector automatically shows the full Contact information directly from Zoho, including related objects such as Account, Opportunities, Activities, etc. It allows you to attach an email message or calendar item you have received to Zoho with a single click. You can create leads and contacts directly from your inbox and calendar. In addition, you can reply to or compose messages using your Zoho Email Templates. There is even an optional background sync that can automatically synchronize all your email messages and calendar information with the appropriate contact or lead in Zoho. Best of all, everything works on mobile via the Gmail™ mobile app or from a desktop browser.
Email Integration Details
– Provides a 360-degree view of CRM information from your Gmail™ inbox
– File a message in Zoho from Gmail™
– Attach emails to a contact or lead in Zoho
– Open, create and edit the relevant Zoho contact, lead, opportunity or other (custom) object without leaving the Gmail™ interface
– Reply or Compose messages using email templates from Zoho
– Optionally automatically copy emails and attachments to Zoho
– Create rules for which emails get automatically synchronized
– View and dial numbers using phone details from Zoho from your mobile
– View social media profiles for related contacts
Calendar Integration Details
– Provides a 360-degree view of CRM information from your Calendar
– File a calendar item in Zoho from Gmail™
– Create and edit accounts, contacts and leads and more directly from your calendar
– Open, create and edit the relevant Zoho contact, lead, opportunity or other (custom) object without leaving the Gmail™ interface
– View and dial numbers using phone details from Zoho from your mobile
– Automatically synchronize calendar items from Gmail to Zoho
– Automatically links calendar items with CRM Contacts or Leads
– Create rules for which calendar items get synchronized (coming soon)
This add-on is developed by iEnterprises. iEnterprises is an award-winning CRM vendor that has been in business for more than 20 years. Contact us at support@ienterprises.com for support issues or sales@ienterprises.com for enterprise licensing and pricing information.
Compatibility/Requirements:
Zoho CRM. Gmail™, Gmail™ iOS or Android app for mobile functionality
