Integrate your Gmail™, Google Calendar™ and Zoho CRM in one easy step with virtually nothing to install. Now with full mobile support for the Gmail™ app on iOS and Android!
Listelemenin güncellendiği tarih:4 Nisan 2024
Şununla çalışır:
7 B+
Genel Bakış
Provides a 360° view of your customers directly in Gmail™ and Google Calendar™. Allows you to save emails directly to Contacts and Leads in Zoho from your Gmail™ and Google Calendar™.  
It even allows you to reply and compose messages using Zoho CRM email templates. The connector also works in any modern browser including Chrome, Edge and Safari, so you can have the same functionality whether using a desktop or mobile platform.

The add-on can be deployed to your entire company with a single click.  Contact sales@ienterprises.com for details on enterprise licensing and deployment.

Connector for Gmail™ and Zoho CRM brings Zoho to your inbox and calendar.   When an email is received or when you search the connector automatically shows the full Contact information directly from Zoho, including related objects such as Account, Opportunities, Activities, etc.   It allows you to attach an email message or calendar item you have received to Zoho with a single click.  You can create leads and contacts directly from your inbox and calendar.  In addition, you can reply to or compose messages using your Zoho Email Templates.   There is even an optional background sync that can automatically synchronize all your email messages and calendar information with the appropriate contact or lead in Zoho.  Best of all, everything works on mobile via the Gmail™ mobile app or from a desktop browser.

Email Integration Details
- Provides a 360-degree view of CRM information from your Gmail™ inbox
- File a message in Zoho from Gmail™
- Attach emails to a contact or lead in Zoho
- Open, create and edit the relevant Zoho contact, lead, opportunity or other (custom) object without leaving the Gmail™ interface
- Reply or Compose messages using email templates from Zoho
- Optionally automatically copy emails and attachments to Zoho
- Create rules for which emails get automatically synchronized
- View and dial numbers using phone details from Zoho from your mobile
- View social media profiles for related contacts 
- Reply to emails using ChatGPT AI - This feature allows you to enter directions for ChatGPT with additional instructions on how to reply.  The reply is then generated in DRAFT mode where you can manually edit it if needed and send. 

Calendar Integration Details
- Provides a 360-degree view of CRM information from your Calendar
- File a calendar item in Zoho from Gmail™
- Create and edit  accounts, contacts and leads and more directly from your calendar
- Open, create and edit the relevant Zoho contact, lead, opportunity or other (custom) object without leaving the Gmail™ interface
- View and dial numbers using phone details from Zoho from your mobile 
- Automatically synchronize calendar items from Gmail to Zoho
- Automatically links calendar items with CRM Contacts or Leads
- Create rules for which calendar items get synchronized (coming soon)

This add-on is developed by iEnterprises.  iEnterprises is an award-winning CRM vendor that has been in business for more than 20 years.   Contact us at support@ienterprises.com for support issues or sales@ienterprises.com for enterprise licensing and pricing information.  

Compatibility/Requirements:
Zoho CRM. Gmail™, Gmail™ iOS or Android app for mobile functionality
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Zoho CRM Connector for Gmail uygulamasının Google hesabınıza erişmesi gerekir
Bu, Zoho CRM Connector for Gmail uygulamasının şunları yapmasına olanak tanır:
Eklentiyle etkileşimde bulunduğunuzda taslakları yönetme ve e-posta gönderme
Eklentiyle etkileşimde bulunurken e-posta iletilerinizi görüntüleme
Eklenti çalışırken e-posta iletisi meta verilerinizi görüntüleme
Eklenti çalışırken e-posta iletilerinizi görüntüleme
Gmail eklentisi olarak çalıştırma
Google Takvim kullanarak erişebildiğiniz tüm takvimleri görme, düzenleme, paylaşma ve kalıcı olarak silme
Google Takvim'de oluşturduğunuz etkinlikleri görme
Google Takvim'de oluşturduğunuz etkinlikleri düzenleme
Takvim eklentisi olarak çalıştırma
Harici bir hizmete bağlanın
Birincil Google Hesabı e-posta adresinizi görme
Herkese açık olarak sunduklarınız da dahil olmak üzere kişisel bilgilerinizi görme
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