Integrate with Microsoft

Integrate with Microsoft

Co-existing with Microsoft Zoho applications offer many points of integration with Microsoft Office 365. Below, we've linked to some help pages about popular ways to sync information between Zoho and Microsoft applications. 


Books

Microsoft Outlook Emails
Import from Microsoft then click on a contact to see your emails with them
Microsoft Contacts


Campaigns

Microsoft Contacts
Microsoft Calendar
Microsoft Documents


CRM

Microsoft Outlook Emails
Install our plug-in for Microsoft Outlook which lets you view customer details, save leads and add contacts, add tasks without leaving your inbox. Associate emails with particular contacts in your CRM
Microsoft Contacts
Microsoft Calendar
Microsoft Documents
Mail-merge CRM data into Microsoft Word documents to create form letters, envelopes and more


Desk

Microsoft Outlook Emails
Link your support email address to automatically create tickets from inbound emails


Docs

Microsoft Documents
Import from OneDrive


Projects

Microsoft Calendar
Microsoft Documents
​

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