Installing the MS Outlook Plug-in (Mac)

Installing the MS Outlook Plug-in (Mac)

Before you begin installing Zoho CRM Plug-in for Outlook in your CRM account, check out the Overview page to get details on key features that will be available and the system requirements to begin installation.

Install Zoho CRM Plug-in

Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be followed:
  • Download and Install the Plug-in for Microsoft Outlook based on the Microsoft Outlook version.
  • Activate Zoho CRM Plug-in for Microsoft Outlook for users.
Note
You must have valid Zoho login details to connect to Zoho CRM.

Download and Install Zoho CRM Plug-in

If you are updating the existing Zoho CRM Plug-in for Microsoft Outlook, please make sure that you close the application and install the new one.

To download and install the Zoho CRM Plug-in for Microsoft Outlook
  1. Go to Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook.
  2. In the Outlook Plug-in page, select the Microsoft Outlook for Mac 2011 & 2016 from the drop-down list.
    You can check the the version for Microsoft Outlook in your system.
  3. Click Download to get the installation file.
  4. Unzip the Zoho_CRM_Plug-in_for_Microsoft_Outlook.zip file.This will contain Zoho_CRM_Plug-in_for_Microsoft_Outlook.pkg file
  5. Click Continue.
  6. In the License Agreement dialog box, read the license agreement and click Continue > Agree, to accept the license agreement.



  7. After installing, access the application from the menu bar when Microsoft Outlook is open.
    If the Plug-in Downloading icon is not visible, launch the Zoho CRM Plug-in for Microsoft Outlook from Applications.

Uninstalling the Plug-in

You can uninstall the plug-in from CRM whenever required.

To uninstall the Zoho CRM Plug-in for Microsoft Outlook
  1. Quit the Microsoft Outlook application from the Menu bar.
  2. Remove Zoho CRM Plug-in for Microsoft Outlook from the Applications folder in Mac.

SEE ALSO


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