Microsoft Outlook add-in for Zoho CRM

Microsoft Outlook add-in for Zoho CRM

The Zoho CRM add-in for MS Outlook enables you to view details of your CRM account right within your outlook account. The installation will allow you to do the following from your MS outlook account:

  • Add leads or contacts 

  • Add notes to the CRM records

  • Create new activities for the leads or contacts

  • View campaigns associated with the leads or contacts

  • Convert leads

Installing the Add-in

You can install the add-in from your MS Outlook account.

To install from MS Outlook

  1. Log into your Outlook account and click the Settings icon.

  2. In Settings, click Manage Add-ins.

  3. In the search bar, type Zoho CRM for email and click on it.

  4. Click Add.

Understanding the add-in

Once the add-in is installed, Zoho CRM for Email option will be displayed under the list of add-ins. You can click on the down arrow on the top panel of your emails to access it. Once you click on the icon a separate section for Zoho CRM for Outlook will be added to the right side panel in your inbox. 


You can click on the add-in menu to view the following:

  • All Deals - View all the deals created or added in your CRM account.

  • All Campaigns - View all the Campaigns assigned to the contacts using your CRM account.

  • All Accounts - View all the accounts created or present in your CRM account.


Adding Leads or Contacts 

You can add users either as leads or contacts to the CRM account directly from your outlook email. 

To add leads or contact

  1. Choose any email from your Outlook inbox.

  2. Click Zoho CRM for Email, from the drop-down arrow.
    If the user is not added as lead or contact, Add Lead or Contact option will be displayed.

  3. Click either Lead or Contact tab.

  4. Enter the details.
    Click +more fields to add additional details.

  5. Click Add Lead or Add Contact.

Converting Leads

You can convert a lead to contact right from your outlook inbox. While converting you can add the contact to an existing account or create a new account. You can also choose to notify the record owners of the account or contact about the record addition.

To convert a lead

  1. Choose an email from the outlook inbox.

  2. Click the More icon > Convert.

  3. In the Convert Lead popup, check Add to existing contact or Create new contact.

  4. Check Notify record owner.

  5. Click Convert.

Editing or Deleting Leads or Contacts

In case you want to edit or delete any information of a lead or contact, you can click on the More icon and choose the necessary options.

Adding Activities and Notes

You can add activities and notes to a record from your inbox. 

  1. Choose an email from your inbox and click the drop-down arrow.

  2. Click the Activities tab and go to Create activities.
    Click the Add note option to create note

  3. In choose an activity, select task, call or event.

  4. Click Add.

Viewing Campaigns

You can only view the campaigns that a lead or a contact is associated with. 

To view campaigns

  1. Choose an email and click the down-arrow.

  2. Select the Campaigns tab.
    All the campaigns that are associated with the lead or contact will be displayed.

Deactivating MS Outlook Add-in

You can deactivate the add-in whenever required from the manage add-in option under the MS Outlook settings. The leads or contacts added through the add-in will be retained as is after deactivation.