Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Contextual Integrations in Zoho Mail

Zoho Mail provides integrations with other Mail Suite applications like Notes/ Tasks/ Calendar etc and also with other Zoho Apps like CRM, Projects and so on. You can directly access Calendar, Tasks, Notes and Bookmarks from your Inbox in Zoho Mail. The integrations of the applications in Zoho Mail is smooth and help the users to be more productive.

Pin a Note to Email

Zoho Mail allows you to add a note corresponding to the email. You can add the entire email as a note, along with any other information you want to add up to it. 

Add a Note from Listing

In the Email Listing, right click on the email to which you want to add the Note. In the menu, select 'Add to Notes' from the list to add the email as a note. The Subject of the email will be added as the Note Title and the contents of the email will be added as the Note Content. You can also view the note right below the email. 

To add a note based on from the preview pane, you can also go to the More Actions button in the mail preview pane, choose Add to, and select Notes

The Notes that are added from emails will be listed below the original email in the mail preview pane. You can edit these Notes or add more Notes related to this email from this view.

Create a note from Selected Text

You can create a note with a specific content from the email you are currently reading. 

  1. In the email you are currently reading, highlight a section of the content.
  2. Once you highlight the text by selecting, Smart create menu pops up.
  3. Click on the Create Note icon, to create a note with highlighted text. 
  4. A new note gets created with the selected text. 

Add Note from Comment box

You can create a note associated to an email from the Comment box. Click on the Add a related note icon on the right end of the comment box. A note is opened in place of the comment box. Enter the content and click Add Note. A note will be created and associated with the particular email.

Associate Emails with Tasks

You can add tasks from emails in multiple ways. When you receive an email, about a pending task that you have, you can directly add the entire email as a Task or even create a Task based on a particular content on the email. 

Create Task from an Email

Most often, we receive our tasks via email. It may be an email from our Boss or an email from a client regarding a new work item or a pending to-do item. In these cases, you can directly associate a task with that email. In the listing, right click on the email and select 'Add as Task'. 

A new Task gets created with the Subject as Title and the email content as Description. 

  1. Click the More Actions button on the top right corner of the screen in the mail view pane.
  2. Select Add To, and choose Tasks.
  3. A task with the subject of the email as the Task Title and the message content as the Description gets added.

Tasks which you create from emails can be viewed in the email preview pane, below the original email. You can further edit them or add new Tasks from this view.

Create a Task from selected Text

You can also create a task from specific content in the email. 

  1. In the email you are reading, highlight a particular content. 
  2. Once you select the required text, Smart create menu appears. 
  3. Click the Create Task icon. 
  4. The Add task dialog box pops up.
  5. The selected text gets added as the task description.

When you add a Task or Note from an email, the email will be earmarked in the listing pane. There will be a highlighted triangle in the top left corner of the email. You can also click the marking, to view the Notes/ Tasks related to the email. 

Associate task from Comment box

You can create a task associated to an email from the Comment box. Click on the Add a related task icon on the right end of the comment box. A task is opened in place of the comment box. Enter the content and click Add Task. A task will be created and associated with the particular email.

Creating Events from emails

  1. Select a part of your message.
  2. On selection, five icons pop up.
  3. Click the Create Event icon.
  4. The Create Event dialog box appears on the screen.
  5. The selected text gets added as the event name.

Share in Streams

You can select a portion of email and share the content as a 'Message' in streams to any of your Groups. 

  1. In the email you are reading, select the specific content of the email, which you want to post in Streams.  
  2. On selection, the Smart create menu pops up. 
  3. Click the Create Post icon from the icons.
  4. The Add Post dialog box appears on screen.
  5. You can choose the Group to which you want to post in the Streams. 

By default, the option 'My Streams' is selected in the list of streams.

Create and Manage Contacts

You can perform Contacts based actions on the From, To or CC email addresses by clicking the Contact email address from the header area in the Preview pane. 

Add to Contacts

If the email address is not available in your Contacts already, you can add them as a Contact directly from the Contact Management Card popup. 

  1. Click ton any of the recipient email address or sender email address.
  2. The Contact Management card pops up.
  3. Select Add to Contacts from the list of options. 
    ​​
  4. The email address gets added to your address book along with the name available in that email. 

To learn more about Contacts based action, refer to the video below.

Chat directly with Contact

If the particular email address is already available in your Chat contacts, you can click on the Start chat icon to start a chat with the particular contact.

  1. Click on any of the sender or recipient email addresses. 
  2. The Contact Management Card appears. 
  3. Select Start Chat icon present below the email address.
  4. Your chat box with that contact opens in the Zoho Mail tab.

Contact's online availability:

Apart from chat, you can also view whether the particular contact is online and available in messenger.

Contacts Integration in Streams

While viewing a post in streams, the tagged contacts appear highlighted. On hovering over these tagged contacts, a contact card pops up. This card allows you to perform five actions.

  • Copy email address - You can copy the contact's email address.
  • View all posts in the Group - This option lets you view the posts that this contact has added in that particular Streams group. This option will not be enabled if the tagged contact is an invitee, and is not a part of that group.
  • View tasks by this member - You can view the tasks created by the particular contact.
  • View tasks assigned to this member - Using this option you can view the tasks assigned by others to the contact.
  • Search across all Zoho apps - You can search for the contact and their actions across all the Zoho apps using this option.

Still can't find what you're looking for?

Write to us: support@zohomail.com