Mail Merge
Can I import only the selected contacts from Google to Zoho CRM?
Yes. You can select contacts from your list of Google contacts and then import them to Zoho CRM. Find out more about importing contacts.
Can I use CRM email templates in Zoho Mail?
No, email templates in Zoho CRM cannot be used in Zoho Mail. Zoho Mail uses different email templates, and these cannot be used to populate data from CRM.
Can I receive emails from my new leads and contacts?
Yes, you can get emails from new leads and contacts provided the email address of the new lead or contact is in your CRM. You will not receive their emails inside CRM if their email address details are not available in CRM.
I deleted a document from Google Docs. Will it be deleted from Zoho CRM also?
No. Your document will not be deleted from Zoho CRM if you delete it from Google Docs.
My visits seem to be duplicated, as the same user appears in both Customers and Leads/Contacts streams. Why is that?
When some leads visit your website, they appear in the Leads/Contacts stream. If they buy from you, they become your customers. After becoming customers, when the same users visit your site again, they appear on the Customers stream. So the visits ...
My CRM and Google Apps login credentials are different. How do I integrate CRM with Google Apps?
If the Zoho CRM and Google Apps login credentials are different, you need to add your Google Apps email address as the Primary email address in the Zoho account to integrate Zoho CRM with Google Apps. To add your Google Apps email address Go ...
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 ...
How to link my existing Zoho CRM account with Google Apps?
If you already have a Zoho CRM account and Google Apps account, you can easily integrate them. Ensure that the Google Apps email address is added in Zoho accounts as the primary email address. To add the Google Apps email address Go ...
How can I change the Projects Portal associated with Zoho CRM?
There may be instances in which you may have to change the Portal associated with Zoho CRM. The only way to do so is to deactivate the current Portal and associate the new Projects portal. The association of projects under the old portal will be ...
How to insert the "Next Record" field in the Address Label template?
You can insert the "Next Record" field directly from the "Insert Field" box, since it is not included in the Merge Fields list. Click Setup > Templates > Mail Merge and select the template that you need. Select Next Record and add it to the Address ...
If I do not have any documents in Google Docs, can I create one from the "Attach from Google Docs" page?
No. You cannot create a document from the "Attach from Google Docs" page. The document has to be present in Google Docs for it to be attached to Zoho CRM.
Why am I unable to see the 'Export to Google Calendar' option in my list view?
The Export to Google Calendar option is available only in the default list views such as, My Events and All Events. The custom list views that you create will not have this option.
How do I export the already existing events to Google Calendar?
You can export the already existing Events in bulk to Google Calendar. To export events in bulk Click the Activities tab. In the Activities tab, select Events. Select the events that you want and click Export to Google Calendar. The selected CRM ...
Can I restrict the reports only to certain selected users?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted ...
What are the benefits of using Zoho CRM for Google Apps?
You can have the following benefits in using Zoho CRM for Google Apps: Manage all your Email interactions with customers in a single place. Better perspective on your customers' views and needs. You can track the email interactions handled in Google ...
How to insert custom look-up fields in the mail merge template?
At present, you cannot insert Custom lookup fields and check box fields in the mail merge template. However, you can insert all default lookup fields such as Parent Account, Account Name, Vendor Name and more.
How to insert my Organization Logo in the mail merge template?
You can't insert the company logo using merge fields. However, you can manually add your Organization Logo by using the Insert picture option in your mail merge template.
How do I configure my company or personal email account inside CRM?
You can configure your company or personal email account inside CRM through these steps: 1. In Zoho CRM, click Setup > Channels > Email. 2. In the Email Settings page, choose one from the Popular IMAP Email Integrations. 3. Enter the Name, Email ...
How to edit the mail merge template in Zoho Writer?
Mail Merge templates created using Zoho Writer can be edited through these steps: 1. Click Setup > Marketplace > Zoho > Zoho Writer. 2. In the Zoho Writer Add-on page, click Open Mail Merge Templates, if you already have mail merge templates. 3. In ...
Can I change Zoho Projects profile permissions for Zoho CRM users?
Yes, you can change the Zoho Projects profile permissions set for Zoho CRM users by following these steps: Click Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, under the Permissions for Zoho CRM Users section, ...
How to add images to the mail merge template?
You can add an image to the Zoho Writer's mail merge template by following these steps: Click the [Module] tab. Module refers to the Leads, Contacts, Accounts, etc. tabs. In the Home page, select the list view to filter the records that are required. ...
What is the "Meet Now" feature?
"Meet Now" is one of Zoho's range of software apps for businesses, which lets you share your desktop with a participant instantly. Let's say you want to share your screen with a contact while discussing a potential deal. In such a situation, Meet Now ...
How can I set up an email account to share all customer emails with other users?
You can set up an email account to share all customer emails with other users by following these steps: Click Setup > Channels > Email. In the Zoho Mail Add-on page do the following: Choose the Mailbox that you want to configure within Zoho CRM. ...
How do I create Avery 5160 Address Labels?
You can create Avery 5160 Address labels using the Zoho CRM plug-in for Microsoft Word.
Can I receive CC and BCC emails from my leads and contacts?
Yes, you can receive CC and BCC emails from your leads and contacts in CRM.
What will happen if I change the email address of a Lead or Contact in CRM?
If you change the email address of a Lead or Contact in CRM, the previously fetched emails (with the old email address) will not be available in CRM. Only the new emails (with the new email address) will be fetched in CRM. If you had enabled the ...
What will be the roles and profiles of the users that I import?
By default, the users that you import will have the following role and profile: Role - Manager Profile - Standard After importing, you can change the roles and profiles from the Users page. For changing the user settings, see Managing Users.
Some Projects clients have not been mapped with their respective accounts in Zoho CRM. Why?
There could be two major reasons why some Clients in Zoho Projects are not mapped with their respective Accounts in Zoho CRM. The possible reasons are these: Account match not found Internal server error An email with an Excel sheet listing all the ...
I get an error while trying to create a Project from an account, saying “You cannot have the same email address for more than one client”. How can this be resolved?
Sometimes it so happens that you have the same email address for more than one contact associated with a particular account. When you try to create a project from such an account, you get this error. In such a case, change one of the email addresses ...
What is a ZSC Key and where do I find it?
The ZSC Key refers to Zoho Service Communication Key. The ZSC Key allows you to fetch data stored in Zoho CRM from other Zoho services. To generate the ZSC key, Log in to Zoho CRM with Administrative privileges. Click Setup > Developer Space > APIs > ...
Why can't I see the emails in CRM even after configuring the POP account?
There could be two reasons why you are not able to see the emails even after configuring the POP account. Reason 1: You may have selected the incorrect POP configured account's email address in the mailbox. If you click Setup > Channels > Email, ...
What is client account mapping?
Client Account Mapping is an option provided as part of this integration. In this step, Zoho CRM looks for a match between Clients (in Zoho Projects) and Accounts (in Zoho CRM). Once it makes a match, projects classified under the Clients are ...
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.