Zoho CRM Tip – How to Setup CRM Chrome Plugin for Gmail
The CRM Chrome plugin for Gmail & Inbox is a free chrome extension that does what its name says; The plugin is a Zoho CRM integration with your Gmail in the Chrome browser. In this blog, we will go over the procedure of installing the Zoho CRM Chrome plugin for Gmail.
Setting up Plugin
Login to Zoho CRM and follow the steps below.
Start by going to the Zoho CRM Setup.
Then go to the Marketplace and click Google.
Select the Chrome Extension for Gmail.
Click the button to install the plugin.
This takes you to the Chrome web store. In the Chrome webstore, click the button to add the plugin to Chrome.
Now the Chrome plugin will show in your Gmail inbox in the upper right part of your screen as shown in the screenshot below.
Next authenticate Google.
Next authenticate Zoho.
When an email is from a person not in your CRM, you have the options to add the person as a Lead or a Contact in CRM.
If the sender is already in your CRM, you can see all the CRM information associated to the sender’s record. In this case the sender is a Contact.
Following these easy and simple steps, you can integrate Zoho CRM in your Gmail. The functionality that this plugin brings to your inbox is very versatile. It’s like your inbox just got a major upgrade and your customers are going to love you for it.
For more Zoho CRM blog tutorials, stay tuned with us. In the meantime, contact us for your Zoho CRM customization support by clicking the button below!
