Zoho CRM Integration with Google Apps

by Denise Hazime on January 1, 2015

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Zoho is a customer relationship management (CRM) and project management suite which is fully integrated with Google Apps. The main problem with implementation of any CRM or project management tool is ease of use. Nobody wants to log in to a separate suite of services and enter information a second time that you've entered somewhere else.

Zoho's Google Apps integration completely removes this friction. It is accessible from within any user's Google Apps menu, removing the need to sign into a second service.

Zoho Integration With Gmail

One of Zoho's most useful integrations is with Gmail. By adding Zoho's gadget for Gmail, you can add contacts to Zoho directly from Gmail, view an existing contact's information (phone number, address, etc.) from within the email message, search from within Gmail to see if a contact exists in Zoho, and more.

Most importantly, you can synchronize Google Mail with Zoho so that you can see a record of all of your interactions with one customer in one place. This makes it much easier to see everything that is going on with a customer without searching through your Gmail for all emails from a specific client. This is a huge time-saver, especially if your business deals with a number of clients and needs a way to automatically log customer interactions.

Avoid Document Fails with Google Doc Attachments

When you attach a document from Google Docs to a client's accounts in Zoho, it will always show the most up-to-date version of the document, ensuring that wrong versions of a document don't get used or emailed to collaborators, clients and supervisors.

Zoho Integration and Project Management

Project management is much simpler when it is easier to add items - a tool that isn't easy to use simply doesn't get used. Zoho's integration with Google Apps, and Gmail in particular, makes it the better choice for both project and customer relationship management. Don't miss important interactions with customers that other employees may have had, see email trails from multiple staff members immediately, and add contacts quickly and easily from Gmail.

Zoho Integration and Customer Relationship Management

Zoho allows you to see everything that has happened or is happening on a client account both within Zoho and Gmail. This transparency is particularly useful for service industries that deal with many customers and need a way to instantly call up all information about the client's account with a few clicks.

Zoho is very reasonably priced compared with other online tools that have the same functionality. Contact us today to find out more about how Zoho can integrate with many of your widely used online services, including Google Apps.

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PRODUCTS: G Suite by Google Cloud Zoho CRM

AUDIENCE: End Users

Denise Hazime
VP of Alliances at UpCurve Cloud
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