How to Integrate Gmail with Zoho CRM

How to Integrate Gmail with Zoho CRM

To add one of the IMAP accounts

  1. In Zoho CRM, Go to Setup > Channels > Email > Email Configuration.
  2. In the Email tab, choose one from the Popular Email Services.

  3. Click IMAP.
  4. In the Sign-in pop-up, sign in using your 2nd Family email credentials
  5. Click Allow, to allow Zoho to access your account.
    In case you have enabled Two-Factor Authentication for your email account, you must enter the App-specific password for IMAP configuration and not your regular email password.
  6. Click Continue.
  7. Click the Add link to add more From Addresses, if required.
  8. Click Server Details to view the incoming and outgoing server settings.
    The Server Details are automatically populated on selecting one of the popular IMAP Integrations.
  9. For Email Sharing Settings, it is suggested that you select Public-Complete Sharing so that all users in your organization can see a complete conversation history with each lead / client / contact.

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