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Integrating Gmail with Zoho CRM

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"For my organization, any kind of integration between Zoho and Google Apps would be a powerful asset". Zoho CRM Forums

Zoho CRM allows you to fetch your mails from Gmail within your CRM account. All you need to do is configure POP and you can retain your Gmail service. The process given below is simple and straightforward.
Integrating Gmail with Zoho CRM
Follow the steps given below to integrate Gmail with Zoho CRM:
  • Enable POP forwarding in Gmail
  • Set up Zoho Mail account
  • Configure Zoho Mail Add-on

Enable POP Forwarding in Gmail

Refer Gmail - Enable POP Forwarding
Courtesy: Gmail - Help

Gmail - POP Forwarding Details

Field
Value
Incoming mail server name
pop.gmail.com
Outgoing mail server name
smtp.gmail.com
Incoming Port No.
995
Outgoing Port No.
465
Secure Connection (SSL)
Yes
Outgoing mail server requires authentication
Yes
User name
username@gmail.com

Set up Zoho Mail Account

Refer: Zoho Mail - Configuring Mail Accounts chapter.

Configure Zoho Mail Add-on

Refer: Configuring Zoho Mail Add-on chapter.

Send and Receive Emails

Refer: Sending and Receiving Emails chapter.

Related Topics


1 Comments  Show recent to old
ca2reid, 92 - days ago  

when i go back to the add-in to specify that i wish to use the google account as the default in zoho crm it just crashes and shows a blank page for https://crm.zoho.com/crm/ZMailConfig.do?action=checkConfiguration


Normally it shows something else.




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