Microsoft Office Plug-ins
With the Plug-in for Microsoft Outlook you can synchronize customer contacts, calendar, tasks and emails with Zoho CRM. Where as with Plug-in for Microsoft Office you can create Mail merge documents for customer contacts.
Zoho CRM Plug-in for Microsoft Outlook
The Zoho CRM Plug-in for Microsoft Outlook is an easy to use productivity enhancement tool that empowers Microsoft Outlook(R) CRM users to synchronize their customer-related contacts, calendar, tasks and emails with Zoho CRM. In addition, you can add customer-related Inbound and Outbound Outlook mails to Zoho CRM service as a Case or associate to the CRM Contacts.
Key Features
- Synchronize contacts, calendar and tasks between Microsoft Outlook and Zoho CRM
- Add Outlook inbound and outbound emails as Cases to Zoho CRM - contacts
- Associate Outlook inbound and outbound emails with Leads or Contacts in Zoho CRM
- Modify email message and file attachments to in Zoho without modifying the original message in Outlook
- Resolve conflicts while synchronizing contacts, calendar and tasks with Zoho
Zoho CRM Plug-in for Microsoft Office
The Zoho CRM Plug-in for Microsoft Office is an easy to use productivity add-on to create mail merge documents, such as Form Letters, Address Labels, Envelopes and etc., based on the Zoho CRM data instantly. In addition, you can create mail merge templates in MS Word and upload to secured folders in Zoho CRM.
Zoho CRM- Mail Merge
Your Benefits
- Save time by creating mail merge documents in bulk
- Generate mail merge documents with up-to-date customer information
Key Features
- Create mail merge templates in MS Word with the fields in Leads, Accounts and Contacts modules
- Insert Zoho CRM standard, custom, and look-up fields in the mail merge template
- Upload the mail merge templates to secured repository in Zoho CRM
- Manage folder permissions as per organization hierarchy
- Create mail merge documents instantly from Leads, Accounts and Contacts data
