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Google Apps and Zoho CRM – 6 Ways to Utilize Both Together

Google Apps and Zoho CRM – 6 Ways to Utilize Both Together

zoho google apps

 To Pair or Not to Pair?

Many people are moving to Google Apps for their personal and small business for online computing. If you are looking for an all-in-one system where you have the ability to sync with your mobile devices, Zoho CRM combined with Google Apps for Business is a great option. Zoho has been working to integrate their online CRM application with Google Apps for the last four years to become the leading online CRM collaboration tool. For instance, as a Zoho and Google user, you can now access Zoho CRM from your Gmail account. When you are logged into Zoho, you can access the integrated Google Apps and if you are in Google Apps, you can access Zoho online CRM functionality.

In this blog, we will cover 2 popular Zoho Google Apps for Gmail and Calendar along with 3 major benefits for Zoho customers using Google Apps. There are also additional Google Apps: Documents, Drive, Sites and Vault which are described in further detail on our website covering Zoho Google Apps.

3 Powerful Google Apps that Help Zoho Users Save Time and Money:  

1.)  Gmail Integrated with Zoho

This is one of our Customers favorite Zoho Google Apps and one we use heavily in our business. Our Customers find they save money when moving over to Gmail for their daily email correspondence. If you prefer to use Outlook, you can use Gmail for your backend mail exchange. All your emails are safe with Google’s secure online back up. If you need to access emails when you are out of the office or away from your computer, you can now access Outlook anywhere you have a web-browser. Feeling bogged down with emails? Easily find what you are looking for with Google’s powerful built in search functionality. Zoho and Google Apps will work with all Microsoft file types so you can open any documents while on the road.

2.)  Zoho Plugged into Google Calendar

Another favorite is the ability to coordinate your schedule with Google Calendar.  You can view all events and create multiple calendars from the same interface.  This integrates with Zoho CRM so all your events and reminders can be seen in Zoho.  Coworkers have visibility on your availability so they can easily work around your schedule.  Google Calendar allow you to set permissions so you can set who the ability to view and modify your schedule.

3.) Google Drive integration for Zoho CRM

This special connection, developed by ZBrains, allows for CRM record file storage inside Google Drive.  The Google Drive integration works by creating and associating new Google Drive folders with Zoho CRM records based on a folder structure or hierarchy that you set.  When you create new CRM records – for example, for a client project – an equivalent folder and URL will be created in Google Drive, and that folder’s URL will be automatically linked to the appropriate CRM record.

zoho google apps

3 additional ways customers benefit from Zoho Google Apps:

1.)  Save money with consolidated technology

Zoho Google Apps help you save the time and money without the expense of maintaining and upgrading expensive server hardware since most of your data will be processed online in the cloud.  Integrating Zoho Google Apps also helps save time and money while traveling. Google Apps is an affordable solution to increase productivity for just $5 per user, per month, or $50 per user, per year. Sign up for a Google Apps FREE trial and see for yourself how easy it is to get started.

2.) Increase productivity with easy file storage

Google Apps cloud-based productivity suite lets you store files, documents, spreadsheets and presentations in the cloud. Avoid emailing documents for revisions now that multiple users can access these documents and make edits in a central location.

3.) Secure your data with a cloud-based system

Google maintains your data securely in the cloud with world-class data centers. You don’t have to manage 2 separate passwords since with one point of access and one password to sign on. You simply log into Zoho with your GA login credentials.

In summary, Zoho Online CRM is the best cost-effective CRM solution that works with Google Apps for Business available in the market today. Contact us if you are interested in learning more about Zoho Google Apps working for your business. As ERP and Zoho CRM consultants, our team at ZBrains provides Zoho and Google Apps customers with migration services, customizations, support escalation, webinars, knowledge-base access, system integrations and change management for your business.

Get in touch with us to learn how our team of certified Zoho experts will help you maximize your Zoho CRM solution. Our Zoho CRM training or comprehensive Zoho implementation packages will help get your team equipped and ready to take advantage of all the critical features of Zoho CRM that are essential to help you and your team better manage existing customers and new business opportunities.

Written by

Located in Southern California, Ryan is Head of Marketing for ZBrains. Aside from diving head-first in to all-things Zoho, Ryan is an avid coffee drinker and overall tech junky. Lets get to work!

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[…] a trio of exciting new products designed to let you take your whole business on the road!  These mobile apps will not only prove invaluable to business owners looking to access important company information […]

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