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Office 365 Integrations with Zoho CRM | Absoft IT Solutions

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Did you know that you can integrate Zoho with Office 365 and achieve a smooth workflow with ease? Read on to find out how to connect Office 365 and Zoho CRM. – PowerPoint PPT presentation

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Date added: 15 June 2022
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Title: Office 365 Integrations with Zoho CRM | Absoft IT Solutions


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(No Transcript)
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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.

www.absoft.io
3
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.

www.absoft.io
4
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.

www.absoft.io
5
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.

www.absoft.io
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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!

www.absoft.io
7
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.

www.absoft.io
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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

www.absoft.io
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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.

www.absoft.io
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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.

www.absoft.io
11
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.
www.absoft.io
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541 Middle Country Rd 3346, Coram, NY 11727,
United States
1 (855) 559-1223
biz_at_absoft.io
www.absoft.io/
www.absoft.io
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