#64 bit zoho outlook plugin how to#
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#64 bit zoho outlook plugin how to#

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This keeps your team from developing junk records in the CRM with only the email address. You can un-select the third checkbox as shown in the image at the right. To avoid creating a Lead or Contact record in Zoho CRM when an email you send does not match any email found in your database. You will want to Automatically sync the changes and check вЂњEvents owned by me.In the Emails tab, use the folder icon to select your Inbox folder. In the Calendar tab, use the folder icon to select the Calendar folder in your account.

Once you have signed in, you will want to once again click the Zoho CRM tab at the top of the Outlook screen or the icon and select Settings.

Use your Zoho login credentials to connect Zoho and Outlook Inbox. If you are a MAC user, click the icon on the menu bar.

Then, either on the toolbar or click the Add-ins tab (depending on your Outlook version), click Zoho CRM and from the drop-down menu select Sign In.

Use your login credentials to connect Zoho and Outlook Inbox.If you are a MAC user, you should see the icon (if not, launch the Zoho CRM Plug-in for Microsoft Outlook from Applications.)Then, either on the toolbar or click the Add-ins tab (depending on your Outlook version), click Zoho CRM and from the drop-down menu select Sign In. There will be a Side Pane at the far right of the Inbox. If you are a Windows user, there will be two places for you to sign in using your Zoho CRM credentials.

#64 bit zoho outlook plugin install#

After it is downloaded, double-click the вЂњZohoCRM_Plugin_for_Microsoft_Outlook.msiвЂќ file to install the plugin.

Choose your Microsoft Outlook version (that you determined in step 1) from the drop down.

In Zoho, click the Tools icon at the upper right, then select Setup.

In particular note whether you have a 32-bit or 64-bit version.

In Outlook, click File, Help (or File, Office Account, About Outlook) to determine your version.