Zoho CRM Integration with G Suite/Gmail

With additional Bonus of Free Zoho CRM Licenses

Zoho CRM is a powerful Cloud CRM software that helps you sell smarter, better, faster. Zoho CRM helps you to reach out to prospects at the right moment and engage them across every channel. Zoho CRM software helps businesses of all sizes close more deals the smarter way.

With your sales force spending time oscillating between Email (corresponding with prospects) and CRM (logging and interacting with prospects, leads, contacts, etc), it can be a daunting feat of multitasking! Your salespeople, need to know the best ways to engage with your leads, prospects, and contacts without dropping the ball and sweating the small stuff in equal measure. For a better response from your contacts and prospects, give your salespeople power and ease to work between email and CRM by marking and mapping critical leads, contacts and leads information straight into the CRM.

Zoho and G mail Integration

Source:https://www.zoho.com/crm/zohocrm-for-googleapps.html

This is where the Powerful Gmail/ G Suite and Zoho CRM integration comes into play. With Zoho and Gmail integration, why switch windows when you can manage your CRM from within your inbox in Gmail. Zoho CRM for Gmail shows you a complete customer profile immediately upon opening an email from the customer. Instantly view customers’ contact information without opening Zoho CRM. You can create new Contacts and Leads allowing you to keep better track of prospective deals and customers.

It is easy to get started by this integration if you are on G Suite:

• First, you must be signed to some SKU for Zoho CRM. You can take a look at all the Zoho CRM SKUs that match you needs here and select the one that works for you: https://www.zoho.com/crm/zohocrm-pricing.html
• I would advise you test/try the Free Zoho CRM for 3 users by Going to the very bottom of the page above as shown below; This will give you time to explore and test much of the Zoho CRM features wit upto 3 users. When you are ready to get bigger, you can now decide to get the bigger SKUS:

Secure the Bag; Get Free Zoho CRM up to 3 Users

• You need to have added the users, supposedly your 3 Users, from within the Zoho CRM Users Module. The Users, who MUST have a valid email within your organization that should map to their Gmail/G SUite Account to allow them access it within Gmail. Sample Snapshot shown below;

Add Users in your Zoho CRM in Admin Settings

• If your organization is on G Suite, as is assumed in this scope, you can ask your Admin to visit the G Suite Admin Console (admin.google.com) and make a “Domain Wide Install” of Zoho CRM for Gmail app. This can be done in this link/URL and every user will get the Zoho CRM App inside their Gmail: https://gsuite.google.com/marketplace/app/zoho_crm_for_gmail/490347649391
• When Installed, the Zoho CRM “sits patiently inside” each user’s Gmail as shown below:

• The real action happens a user opens an email correspondent with potential contacts/leads that they need to add/export/update into the CRM. When the email correspondent is open, and then click on the Zoho CRM ICON, it will automatically allow the user the option to create/map the users/details in the correspondence into the CRM as either a Contact/Lead. This is true for both Gmail on the web as well on the Gmail Mobile App.

Source: https://gsuite.google.com/marketplace/app/zoho_crm_for_gmail/490347649391

• Proceed to Add Contact/lead Details Straight from your Gmail/G Suite on both Web and Mobile;

• When you Click/Open your CRM, you should find your Contact/lead data

While at it ….

This is a basic yet powerful integration that can be achieved without any hustles between Zoho CRM and G Suite/Gmail for your business. You can achieve some more advanced and deeper integrations between Zoho CRM and the G Suite Applications such as Google Drive, Calendar, Tasks and vene take a deeper integration with email. This is possible on the higher and paid SKUs of Zoho CRM Keep enjoying your Zoho CRM/G Suite Gmail Seamless integrations.