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.
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