How To Link An Email In Zoho CRM

How To Link An Email In Zoho CRM?

ZOHO CRM is a cloud-based repository that is designed to access all your activities, including sales, marketing details, and customer support, in one single platform. The highlighting features of this CRM are sales force automation, journey orchestration, process management, analytics, sales enhancement, performance management, predictive sales, and more. You can also configure your email account on ZOHO CRM through the IMAP protocol. The following simple instructions explain how to link an email in Zoho CRM.

Initially, make sure that you have the necessary permission to link an email account in ZOHO CRM. Once that is done, follow the instructions given below.

  • Step 1: Sign in to the ZOHO CRM page. To do so, open the ZOHO CRM page and enter the credentials in the given fields to sign in.
  • Step 2: On the main page of ZOHO CRM, click on the Setup option.
  • Step 3: Select CHANNELS > Email > Email Configuration.
  • Step 4: Click the Email tab in the Email Configuration section.
  • Step 5: Choose your email service under the Popular Email Services section. 
  • Step 6: If your service is not listed, then click on the Other Mail option.
  • Step 7: Now, in the opened window, select the IMAP option. 
  • Step 8: Type your email account’s address in the given field. 
  • Step 9: Click Next. 
  • Step 10: Now, in the window that is displayed, type your account’s password. Enter the App-specific password in the given field if you have enabled the two-step verification for your email account.
  • Step 11: Click Continue > Add > Server Details.
  • Step 12: In the Email Sharing Permissions window, select the desired sharing option and click Save.
  • Step 13: Now, your email account will be configured by ZOHO CRM.
  • Step 14: If necessary, enable the Store sent messages on the server option in the Outgoing Mail Server dialog box.
  • Step 15: Once the account is configured successfully, a confirmation mail will be sent to it.

To know more about how to link an email in Zoho CRM, contact us.

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