Integration in Microsoft | Online Help - Zoho CRM
Types of Microsoft Integrations
Zoho CRM offers an intriguing feature by enabling seamless synchronization of two applications. Using several Plug-in options, your Zoho CRM account can now be synchronized with a wide range of Microsoft applications (MS Oulook, MS Word, and MS Office 365). These features enable you to integrate the data stored in your Microsoft account, like your contacts, updates or calendar events with your CRM account. Zoho CRM app for Office 365 allows you to invite CRM users using both the applications. Summing up, these integrations will allow working on both the platforms without switching over applications frequently.
Synchronize calendar events and updates from Microsoft Outlook for Mac to Zoho CRM.
Configure Zoho CRM Plug-in in Microsoft Outlook for Windows and synchronize calendar events and more.
Create various mail merge documents like forms, letters, envelopes, etc. using CRM data.
Synchronize your calendar events and contacts or import users between Office 365 and CRM, allowing dual approach.
Access your files securely from anywhere
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