Game-changing perks:Redefining your business landscape
Enhanced collaboration
Unify sales, marketing, and support teams with a cohesive platform, enabling seamless collaboration and information sharing for enhanced teamwork and efficiency.
Effortless data sync
Achieve real-time data synchronization between Zoho Mail and Zoho CRM. Ensure that your CRM is always up to date with the latest email interactions.
Time efficiency
Save valuable time by accessing CRM data directly within your email interface. No more toggling between applications - everything you need is at your fingertips.
Improved customer engagement
Elevate customer engagement by leveraging CRM insights while you're communicating with clients. Personalized interactions help build stronger relationships.
Feature finesse:Navigate with nuance
Dive into a productivity playground with our Zoho Mail and Zoho CRM duo. Imagine leads popping up like your favorite playlist, a CRM view that's like finding your keys in seconds, and emails working their magic on contact details. This isn't just integration; it's your business doing the tango with efficiency.
Lead generation
Generate leads instantly by creating them right within Zoho CRM from your email interactions.
Unified CRM view
Gain quick access to leads, contacts, and templates within your CRM account directly from Zoho Mail.
Contact enrichment
Automatically update and enrich your CRM contacts with detailed email interaction data.
Email linking
Associate emails to leads, contacts, and various other entities within your CRM portal.
Email templates
Drive your communication forward by selecting from a variety of predesigned email templates.
Task management
Easily convert emails into tasks and integrate them into your CRM workflow.
Calendar integration
Simplify appointment management by syncing business event invitations from your email to the Zoho CRM calendar.
Attachment bridge
Automatically convert email attachments into Zoho WorkDrive links and add them directly to respective leads in your CRM module.
Integration is just a step away
Getting started is a breeze—just visit our help documentation and get a step-by-step walkthrough that allows you to effortlessly configure and access Zoho CRM within your Zoho Mail account.