In addition, you can copy customer-specific emails (incoming/outgoing) from MS Outlook to Zoho CRM and create cases based on customer(s) email messages.
![zoho outlook plug in zoho outlook plug in](https://fitsmallbusiness.com/wp-content/uploads/2021/05/Screenshot_Insightly_Sidebar_for_Outlook_from_the_Microsoft_Office_Store.jpg)
You need to activate them for the users who will use the Plug-in. With Zoho CRM Plugin for Microsoft Outlook, keep all your data up-to-date and collaborate better. Note: If Microsoft Outlook is already running, you need to close the application before uninstalling it.Īctivate Zoho CRM Plug-in for MS Outlook Activating the Plug-in in your Zoho CRM account is necessary once you purchase the Zoho CRM Plug-in for Microsoft Outlook licenses. (We use Zoho One and our CRM, ordering system, expenses, etc are all synched.) I have recently been having issues with the Outlook plugin overriding information in Zoho CRM, although I have it set so that CRM should win any conflict.
Zoho outlook plug in free#
![zoho outlook plug in zoho outlook plug in](https://i.ytimg.com/vi/7mr2saWfdjw/maxresdefault.jpg)
In the Control Panel page, click Add/Remove Programs.Uninstalling Zoho CRM Plug-in for MS Outlook Note: By default, the destination directory is C:\Program Files\ZOHO\Zoho CRM Plug-in for Microsoft Outlook In the Installation Completed dialog box, click Finish to complete the installation.The installation will take a few seconds. In the Choose Destination Location dialog box, browse the directory and click Next.
Zoho outlook plug in license#
In the License Agreement dialog box, read the license agreement and click Yes to accept the license agreement.Based on the Synchronize Settings, the records will be updated.
![zoho outlook plug in zoho outlook plug in](https://catalogartifact.azureedge.net/publicartifactsmigration/zohocorporationprivatelimited.zohocrmformicrosoftoffice365.1.0.1/Artifacts/SampleImage/64794409-0c52-4094-842a-afb9f31e730a.jpg)
The synchronization will automatically start. From the Zoho CRM Plug-in, click Sync Contact/Task/Calendar.