Sign In to Zoho CRM Plug-in

1. In Microsoft Outlook, go to the Zoho CRM tab and click Menu > Sign In.
   
2. In the Zoho CRM - Login popup, click Continue to Sign in.
   
   You will be redirected to Zoho CRM accounts page in your default browser.
3. Enter the Email Address/Phone Number, Password, and click Sign In.
   
4. Read the information that the CRM Outlook plugin would like to access and click Accept.
   
   Please note that once you click Accept, it will take approximately 20 seconds for you to sign-in.
   
   Once signed-in, all the options in the Zoho CRM Plugin for MS outlook will be enabled.
   
   

Note

• If you are not able to view the Zoho CRM Plug-in, then check the following:
  (The following will work for you based on the MS Outlook version that you are using)
• In MS Outlook, click Help > Disabled Items. Make sure that Zoho CRM is not listed.
  If it is listed under Disabled Items, select it and click Enable. Please note, this option may change based on the MS Outlook version that you are using.
• In MS Outlook, click Tools > Trust Center > Add-ins. Select Disabled Items from the Manage drop-down list and click Go.
  If Zoho CRM is listed under Disabled items, select and click Enable.

Set Up Categories and Folders for Contacts, Tasks and Calendar

1. In Microsoft Outlook, click Zoho CRM > Settings.
   
2. In Settings dialog box, click Contacts tab.
   
   
   
   
3. Choose a folder from Contacts Folder.
   The records will be synchronized from the selected folder only.
4. For Choose Category option, select the categories of your choice to sync only the records under this category.
   By default, the Zoho Category will be selected to sync only the records belonging to the Zoho category. You cannot clear the Zoho checkbox.
5. Check Automatically sync the changes made in Outlook Contacts to Zoho CRM.
   On selecting this option, contacts from MS Outlook will be automatically synchronized in Zoho CRM.
6. In the Choose the type of Zoho CRM Contacts to sync with Outlook section, select one of the following options as per your requirement:
   
• All Contacts - refers to contacts owned by you and your subordinates in your Role hierarchy as well as contacts shared with you via data sharing rules and territories. (i.e, contacts in the All Contacts view in Zoho CRM).
  
• Contacts owned by me - refers to contacts owned by you (i.e, contacts in the My Contacts view in Zoho CRM)
  The same will be applicable to Tasks and Events.
7. Click Save.
   

Note

To set up categories for Tasks and Calendar, select the Tasks or Calendars tab in the Settings dialog box. Use the procedure mentioned above for Contacts as reference and select appropriate options for Tasks and Calendars.

Configure Mail Settings

1. In Microsoft Outlook, click Zoho CRM > Settings.
   
2. In the Settings dialog box, click the Emails tab.
   
3. For outgoing emails, do the following:
   
• Choose a Sent Item Folder where outgoing emails are stored.
  
• Select the Automatically add outgoing emails to Zoho CRM checkbox, if required.
  
4. For mail setting, select the following checkboxes, if required:
   
• Search the recipient's email address in contacts and associate the sent email to the matching contact(s).
  
• Search the recipient's email address in leads and associate the sent email to the matching lead(s).
  If there are no matching leads/contacts, then select Contacts or Leads from the drop-down list to create a new record.
  
  
  
  
5. Click Save.
   

Configure Conflict Resolution Settings

1. In Microsoft Outlook, click Zoho CRM > Settings.
   
2. In the Settings dialog box, click the Conflict Resolution tab.
   
3. Choose the Conflict Resolution from the following:
   
• A pop-up alert will help me decide - You can manually select, which information needs to be added
  
• Let MS Outlook Win - The values from MS Outlook will overwrite the Zoho CRM values.
  
• Let Zoho CRM Win - The values from Zoho CRM will overwrite the MS Outlook values.
  
  
  
  
4. Click Apply > Save.
   

Note

• Duplicate check for Contacts is primarily based on the Email ID of the contacts. In the absence of an email address, the duplicates are identified on the basis of the First Name and the Last Name.
  
• Duplicate check for Tasks is based on the Subject and End Date.
  
• Duplicate check for Events is based on the Subject, Start Date and Time and End Date and Time.
  

SEE ALSO

Configuring MS Outlook Plug-in for Mac

Using MS Outlook Plug-in for Windows

Installing the MS Outlook Plug-in for Mac