How Can You Track Email Communications Inside Zoho CRM and Sync with Gmail or Outlook?
Zoho CRM offers native email integration that logs conversations automatically, links them to the right record, and even allows you to send emails directly from the CRM.
Enable Email Integration:
Go to Setup → Channels → Email → Choose Gmail, Outlook, or IMAP.
Authenticate and allow access to sync inbox and sent emails.
Link to Leads/Contacts:
Emails are auto-linked to records based on sender/receiver email addresses.
View the full email thread under the Emails section in each record.
Send Emails from CRM:
Use the Send Email button inside any record.
Choose templates, track opens/clicks, and attach documents.
Use Email Insights (for Enterprise plans):
See metrics like open rates, click rates, and response tracking for your sent emails.
Why This Workflow Matters:
Email sync ensures that conversations stay organized, reduces time spent on email searches, and improves response tracking within your sales workflow.
Related Articles
How can I sync contacts between Zoho CRM and Zoho Campaigns for email marketing?
To ensure your contact database is aligned between Zoho CRM and Zoho Campaigns, follow this process: Enable Sync from Zoho Campaigns: Go to Campaigns → Contacts → Sync Services → Choose Zoho CRM. Choose the CRM module (Leads, Contacts, or Custom ...How Can You Create and Use Email Templates in Zoho CRM for Faster Communication?
Email templates save time and ensure consistency in your outreach by letting you send pre-written, personalized messages to leads, contacts, or deals. Create a Template: Setup → Templates → Email Templates → + New Template. Choose a module (e.g., ...How Do You Manage and Track Activities Like Calls, Tasks, and Meetings in Zoho CRM?
Activities in Zoho CRM help users organize daily follow-ups, calls, and meetings to ensure no touchpoint is missed throughout the sales journey. Add a New Activity: From any record (Lead, Contact, Deal), click Add Activity → Choose Call, Task, or ...How Can You Track Sales Performance Using Dashboards and Reports in Zoho CRM?
Zoho CRM provides real-time dashboards and advanced reports that help track sales activities, pipeline progress, conversion rates, and rep performance. Use Pre-Built Reports: Go to Reports → Sales → Choose from reports like “Deals by Stage,” “Lead ...How can I sync tasks and project updates between Zoho CRM and Zoho Projects?
You can connect Zoho CRM with Zoho Projects for seamless sales-to-service handoffs. Here’s how: Enable the Zoho Projects Integration in CRM: In CRM, go to Setup → Marketplace → Zoho → Zoho Projects and connect. Project Creation from Deals: ...