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Integrating Gmail with Zoho CRM

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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.


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


Note:

  • If you do not use any POP clients other than Zoho Mail, your Username can just be username@gmail.com.
  • If you are using multiple POP clients, you need to tag the Username as 'recent:username@gmail.com'. Also, make sure that the Leave messages in the server is selected for Delete message settings option.

Set up Zoho Mail Account

Refer: Zoho Mail - Configuring Mail Accounts

Configure Zoho Mail Add-on

Refer: Configuring Zoho Mail Add-on

Send and Receive Emails

Refer: Sending and Receiving Emails





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