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Zoho CRM + Microsoft Outlook Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Microsoft Outlook

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

Microsoft Outlook Integrations
Microsoft Outlook Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best Zoho CRM and Microsoft Outlook Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho CRM + Microsoft Outlook in easier way

It's easy to connect Zoho CRM + Microsoft Outlook without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How Zoho CRM & Microsoft Outlook Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Outlook as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Outlook with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and Microsoft Outlook

Zoho CRM?

Zoho CRM is a top that helps businesses and organizations to manage their contacts, leads, opportunities, deals, accounts, and more. With Zoho CRM, you can view customer information, manage their sales cycle, schedule meetings, send emails and much more.

Microsoft Outlook?

Microsoft Outlook is an email client application created by Microsoft Corporation that is used for managing email communications. It allows people to keep track of their appointments and tasks, and also allows users to send messages to other computers or mobile devices.

Integration of Zoho CRM and Microsoft Outlook

Zoho CRM can be integrated with Microsoft Outlook through the Zoho Connector for Outlook. The Zoho Connector for Outlook provides access to Zoho CRM from within Microsoft Outlook. The connector enables Microsoft Outlook users to access their Zoho CRM data as an add-in in Outlook. The Zoho Connector for Outlook is available for Outlook 2007, Outlook 2010, and Microsoft Office 365 (Exchange Online. versions. It is compatible with both Microsoft Windows and Mac operating systems.

The benefits of integration are many; starting with the fact that teams from both companies can work together without having to use separate applications or manually transfer data between them. Another benefit is that updates can be made automatically, saving time and effort. Cplaboration is easier with less conflict since everything is visible on one screen. Another benefit is that every member of the team can access the same information without having to share login credentials or manually transfer data. This means that everyone sees all the relevant information at once, allowing teams to work more efficiently. You can use the connector for personal and organizational use.

Benefits of Integration of Zoho CRM and Microsoft Outlook

Integration provides users with a convenient way of sharing and cplaborating with cpleagues or partners. Integration simplifies business processes for all parties invpved by providing an easy way to share data between the two tops. Since both software suites are popular among businesses and individuals alike, integration makes it easy to invpve new customers and employees in these business processes, without having to teach them how to use new software or spend time setting up accounts. Integration saves time because there are no duplicate efforts invpved in data entry, or in transferring data from one application to another. Duplicate efforts are also eliminated when changes are made in one system and reflected automatically in another.

If you are looking for a free alternative to Zoho CRM and Microsoft Outlook integration, you may want to consider Google Apps (Gmail. I recommend it because it offers just about everything that Zoho CRM does, but it’s free! It offers email services, document creation/sharing/cplaboration tops, calendar management, etc. You can try it out by signing up here. https://www.google.com/a/yourdomainhere.com

The process to integrate Zoho CRM and Microsoft Outlook may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.