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.
#ZOHO OUTLOOK ACTIVESYNC INSTALL#
After it is downloaded, double-click the “ZohoCRM_Plugin_for_Microsoft_Outlook.msi” 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.
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