When I send an email to a customer from Gmail, will the communication get automatically updated in Zoho CRM ?
Yes, when you configure your Gmail POP/IMAP account then your customer communication will be visible in different email clients and Zoho CRM. This will get updated ONLY if the particular contact's email address is available in Zoho CRM.
Related Articles
Zoho CRM for Gmail & Inbox
Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within Gmail. Installing the Extension To ...
Configure Zoho CRM for Gmail Add-on
As emails are the primary mode of communication and most businesses use different mailing platforms, it is crucial to maintain and track every interaction in a common database. As it helps people in the customer facing roles to deliver most relevant ...
Best CRM tools for your business to thrive remotely
The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...
Using Gmail API
Zoho CRM provides a variety of emailing options that users can choose based on their requirements. One such option is the Zoho Mail Add-on. With Zoho Mail Add-on, you can configure your email client within Zoho CRM using either one of the two ...
When I create a new custom field in Zoho CRM, will it get automatically updated in the Insert Merge Fields dialog?
Yes, when you create custom fields in Zoho CRM, they get added automatically to the "Insert merge fields" list. However, you need to sign out of the Zoho CRM Plug-in for MS Office and sign in again to insert corresponding custom fields. Use these ...