Zoho CRM for G Suite - Online Help - Zoho CRM

Zoho CRM for G Suite

Zoho CRM for G Suite makes it easier to collaborate, communicate, and share information from a single platform. By synchronizing Google Mail account with Zoho CRM you will be able to perform the following actions from your CRM account: 

  1. Attach documents from Google Drive
  2. Export events to Google Calendar
  3. Add contacts from Google Contacts
  4. Synchronize Gmail with CRM
Benefits
  • Manage all your Email interactions with customers from single platform.
  • Better perspective on your customers' views and needs as you can track the Email interactions handled in Google Mail inside Zoho CRM and vice versa.
  • Free yourself from the hassles of attachments and mismatches in versions as you can directly attach files from Google Drive within Zoho CRM.
  • Be up-to-date with the CRM appointments by exporting them to your Google Calendar and collaborate with your colleagues.
  • Easily import and get access to your Gmail contacts from within Zoho CRM.
  • Log in to Zoho CRM from Google's universal navigation with your credentials.
Key Features

The table below provides details on the various features:

Feature
Description
Activate Zoho CRM
To activate Zoho CRM from - Solutions Marketplace
Add G Suite Users
To add users from G Suite to Zoho CRM
Import Contacts from Google Contacts 
To import business contacts from G Suite to Zoho CRM Contacts module and then share with other CRM users
Synchronize Gmail with CRM
To send and receive Emails to business contacts from Google Mail and synchronize with Zoho CRM data. You can also send and receive Emails from Zoho CRM and update in Google Mail.
Attach Files from Google Drive
To attach files (documents, spreadsheets, presentations etc.) from Google Drive to Zoho CRM modules
Export Events to Google Calendar
To export events from Zoho CRM to Google Calendar and then share with users
Zoho CRM Contextual Gadget for Gmail
To add leads/contacts and the related notes, tasks, potentials to your Zoho CRM account from within Gmail.
Zoho CRM Web Forms for Google Sites
To create web forms and publish it to Google Sites.
Synchronize Google Contact
To schedule synchronization of contacts between Zoho CRM and Google Contacts.
Synchronize Google Calendar
To schedule synchronization of events between Zoho CRM and Google Calendar.
Export Tasks to Google Tasks
To export tasks from Zoho CRM to Google Tasks.
Zoho CRM to Google Ads
Import your Ads marketing investments into Zoho CRM to see which keywords and campaigns are responsible for each offline sale and export Zoho CRM sales data into AdWords to optimize your bids and budgets better.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Synchronizing the G Suite Contacts

                                                                                                                Keeping up-to-date contacts in both Zoho CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps you to configure one-way or two-way sync schedules that will automatically sync contact details. Also, you can ...
                                                                                                              • Synchronizing the G Suite Calendar

                                                                                                                Synchronizing calendar entries of Google Calendar and that of the Zoho CRM Calendar is now made easy with the Google Calendar Synchronization feature. You can update the calendar entries in either Google Calendar or Zoho CRM and have them updated in ...
                                                                                                              • Adding G Suite Users to Zoho CRM

                                                                                                                After creating a Zoho CRM account, users with the Super Administrator's privilege can add users from G Suite to Zoho CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We recommend that you review and ...
                                                                                                              • Using Zoho Finance Suite Integration

                                                                                                                Some content may only be available to specific users. Viewing the finance suite integration modules Once you have integrated the Zoho Finance Suite into Zoho CRM, you will be able to do the following actions for each of the Zoho Finance applications. ...
                                                                                                              • Importing Contacts from G Suite

                                                                                                                The Import Contacts feature helps you import contacts from G Suite to Zoho CRM. It gives you the advantage of accessing your Google contacts from Zoho CRM, without having to sign in to your Google account, every time you want to import. The imported ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources