Office 365 Integrations with Zoho CRM | Absoft IT Solutions

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Popular Office 365 Integrations with Zoho CRM

• Customer relationship management software
  applications have led the business world into a
  new paradigm of efficiency. No wonder every
  organisation that wants to be successful, works
  with some form of a CRM system. While CRM systems
  were already beneficial, the development of Zoho
  CRM took has taken things to the next level.
• Zoho CRM is a revolutionary platform that
  optimizes your customer relationship management
  process. It enhances productivity and reduces
  your dependence on multiple applications helping
  you save time, improve revenue and achieve
  business goals faster than ever!
• But did you know that you can integrate Zoho crm
  with Office 365 and achieve a smooth workflow
  with ease? Read on to find out how to connect
  Office 365 and Zoho CRM.

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Popular Office 365 Integrations with Zoho CRM

• Why Integrate the Two?

• While Zoho CRM is a multi-functional tool to make
  things easier, Office 365 is already popular as a
  versatile suite of powerful Microsoft
  applications. The applications that come with the
  Office 365 suite make it easier to manage
  e-mails, store data, create presentations, and
  much more.
• Zoho integration with Microsoft 365 creates a
  lethal combination that skyrockets productivity.
  The need to manually copy-paste data and store it
  in multiple locations go away with this setup.
  Both ecosystems work in tandem with each other to
  give the users a never-before work experience.
  The employees end up spending far less time on
  repetitive tasks and stakeholders can take better
  decisions. Needless to say, this is great for
  business.

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Outlook Integration with Zoho CRM

• How is It Done?

• Office 365 comes with a plethora of applications
  virtually all of which work with Zoho with
  surprising ease. The most in-demand integrations,
  however, are between Outlook Microsoft's
  signature emailing service and Zoho CRM.
• Synchronizing emails with your CRM is one of the
  best ways to improve your time management.
  Whether you want to differentiate between
  personal and official emails or have effortless
  sync between tasks, this would help you do it
  all. Want to get all the details of your email
  interactions in one place? No problem! Zoho CRM
  organises it all in one place so you can remain
  on top of things.

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Outlook Integration with Zoho CRM

• How is It Done?

There are two ways to make this happen through
the Zoho plugin and manually via IMAP
settings. The first method is quite easy and
requires a few simple steps.

• Sign in to your Zoho account with the details you
  already use.
• Go to the setup option and further to the Apps
  Add On section.
• Download the Plug-in for Microsoft Outlook and
  run the installation file.
• Click on the add-in tab in Outlook and sign in
  with your Zoho credentials.
• In the Zoho CRM plug in settings, you can find
  and add your email.

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Outlook Integration with Zoho CRM

• Thats it! These steps would sync your email
  address with the Zoho CRM plug and you can set
  automation that sorts your conversations, and
  contacts from your emails without any hassle.

• Zoho Outlook integration can also be performed by
  altering the POP or IMAP settings. This requires
  logging into the Zoho CRM and entering your
  Outlook credentials in the Emails section
  located inside Channels. The system picks up
  outgoing/incoming server details on its own and
  voila, youre done!

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Outlook Integration with Zoho CRM

• Zoho Mail Outlook

Moving your Zoho mail contacts to Outlook can be
a good idea to reduce clutter and have everything
in one place. If you have a Zoho email account,
it takes only a few steps to move this data

• Log into your Zoho webmail account with your
  credentials.
• Go to the contacts tab and select export.
• Click on the Outlook CSV option and then on the
  export button.

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Outlook Integration with Zoho CRM

• Zoho Mail Outlook

These steps download all your Zoho contacts into
a CSV file which can be read by the Outlook
application. Next, follow these steps to upload
these into Outlook

• Open the Outlook email application.
• In the file menu on the top left, select
  'Import' from the 'Open and Explore' tab.
• Pick the import from another program or file
  before clicking next.
• Select comma separated values and proceed to
  upload the CSV file.
• After you select the host folder, click next and
  all your contacts are copied

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Outlook Integration with Zoho CRM

• Customizations

• Want to go beyond the simple integrations and
  automate certain processes within the two
  systems? Tailored workflows can save you and your
  time an awful lot of time that otherwise goes
  into repetitive tasks. From records created when
  a new email arrives, to record updates in case of
  a calendar event, everything can be custom-made
  in these integrations. The best part is, that all
  this does not require any complicated coding.

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Outlook Integration with Zoho CRM
Some of the most common integrations that
companies look for are

• Sending e-mails from Outlook when a fresh contact
  or record is created in Zoho CRM.
• Creating a new record in Zoho CRM upon receiving
  a fresh email or calendar update in Outlook.
• Automated bulk emails to several users when new
  module additions are made in the CRM database.

• These customizations are not just limited to
  sending emails and updating CRM records. You can
  also automate the listing, renewal and deletion
  of webhooks when a particular action takes place
  in Office 365.

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Outlook Integration with Zoho CRM

• Let Absoft IT Solutions Do It for You

• Looking to solidify your integrations without
  wasting countless hours on hit and trial methods?
  Look no further. Absoft IT Solutions helps
  businesses around the world unlock their
  potential with custom-built Zoho applications. We
  are the market experts in creating and
  implementing tailored integrations between Zoho
  platforms and Office 365.

Click here to get in touch with us today.
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