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