Zoho CRM for Gmail
Item logo image for Zoho CRM for Gmail

Zoho CRM for Gmail

zoho.com
4.0(

72 ratings

)
ExtensionTools30,000 users
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Overview

A quick way to manage and add leads, contacts to Zoho CRM from Gmail.

Highlights: • Create new leads and contacts right from Gmail. • See complete lead/contact detail when you open a mail. • Add tasks, events, log calls for a customer. • Create deals and notes for instant update. • FREE extension; no credit card required. • Installs in seconds, easy to use. ⦿ Manage your Zoho CRM from Gmail. Why switch windows when you can manage your CRM from Gmail? Zoho CRM for Gmail shows you a complete customer profile immediately upon opening an email from the customer. Instantly view customers’ contact information without opening Zoho CRM. You can create new Contacts and Leads, and log calls, add tasks, events, allowing you to keep better track of prospective deals and customers. ⦿ Keep track of all your information. Convert leads to contacts, add, edit and delete notes, events, tasks, log calls using this powerful extension. It's easy to use interface helps you see all the information when you need it. ⦿ Make the most out of your CRM investment. Increase your ROI by entering timely and accurate information about your leads and contacts in your CRM system. Create tasks and notes to keep your CRM always updated.

4 out of 572 ratings

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Review's profile picture

Marco [MAC] Carvalho - INFPJan 31, 2024

I Used it in the past, and tried to reinstall now, but the new login with Google Auth did not work. Tried to reach out to Zoho CRM support and was sent back to Google Support. I will get lost....

Replier's profile picture

Zoho CorporationDeveloperMar 6, 2024

We sincerely apologize for the inconvenience.​ ​​ ​Our support team is currently unable to locate the ticket where you were advised to contact Google support. To facilitate further assistance on that specific ticket, please send us an email at support(at)zohogadgets(dot)com, including your Zoho user ID and Zoho ticket ID.​ ​​ ​Furthermore, we would like to kindly bring to your attention that there have been no recent changes to our extension related to Google authentication. It should work seamlessly in the Google Chrome browser, provided you have enabled sync in your browser. If you encounter issues with Google authentication, kindly include a screenshot of the problem in your email. Our support team will get back to you within a couple of days.

Review's profile picture

Michael RomrellMar 6, 2023

This used to be great. BUT their updated version doesn't let you choose which user on a given email thread you want to add to the CRM. It's so bad that on an email between me and a single prospect, if only gives me the option to add Myself to the CRM! Useless.

Replier's profile picture

Zoho CorporationDeveloperMar 28, 2023

Sorry for the inconvenience caused. To search any emailID in Zoho CRM Leads and Contacts, you can make use of the "Search in ZohoCRM" popup that appears when an emailID is highlighted anywhere inside Gmail UI. This option can be enabled from the extension's Menu. The general behaviour of our extension is to search for an emailId other than the logged in Zoho and Google user's emailID when an email is opened . If the prospect's email is not searched in our extension for you, please drop us a mail at support(at)zohogadgets(dot)com with a screenshot for further assistance.

Review's profile picture

Crick WatersFeb 7, 2023

Has value, but a long way from Salesforce Gmail plugin The most valuable feature is adding a new lead or contact without leaving Gmail. The shortcoming, is that Zoho CRM for Gmail only recognizes the most recent sender in a thread. Unlike Salesforce, which detects all the to: and cc: participants on an email, Zoho does not. Simply put, this means that when one sends an email of introduction, the introduced party is not detected by and offered by Zoho for addition as a lead or contact. Only t... Show more

1 person found this review to be helpful
Replier's profile picture

Zoho CorporationDeveloperMar 28, 2023

Thank you for your feedback. To search any emailID in Zoho CRM Leads and Contacts, you can make use of the "Search in ZohoCRM" popup that appears when an emailID is highlighted anywhere inside Gmail UI. This option can be enabled from the extension's Menu. As of now, our extension searches only one emailID when an email is opened. We have added the feature to search multiple emailIDs from the email in our extension's development pipe-line. Please feel free to reach us at support(at)zohogadgets(dot)com

Details

  • Version
    1.0.1.44
  • Updated
    January 8, 2024
  • Size
    1.31MiB
  • Languages
    21 languages
  • Developer
    Zoho Corporation
    4141 Hacienda Drive Pleasanton, California 94588 USA
    Website
    Email
    support@zohogadgets.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Zoho CRM for Gmail has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Zoho CRM for Gmail handles the following:

Personally identifiable information
Location

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

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