Need Zoho information or help due to COVID-19? Let us know.

Optimizing Workflow: Zoho & Google Apps CRM Integration

Zoho and Google Apps 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 businesses for online computing. If you are looking for an all-in-one system where you can sync with your mobile devices, Zoho CRM combined with Google Apps for Business is a great option. Zoho has been working to integrate its 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 Customer’s 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 backup. 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 allows you to set permissions so you can set 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

Save time and money by using Zoho and Google Apps, processing most data online in the cloud, without costly server maintenance. 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.

Seamless Collaboration with Google Apps:


By integrating Google Apps with Zoho Online CRM, businesses can leverage the collaborative power of Google’s suite of productivity tools. This integration allows teams to seamlessly access and share CRM data, contacts, calendars, and documents stored in Google Drive. For example, sales representatives can easily schedule meetings using Google Calendar, access customer information from Zoho CRM within Gmail, and collaborate on documents in real time using Google Docs. This streamlined collaboration enhances team productivity and ensures everyone is on the same page when it comes to managing customer relationships.


Efficient Data Synchronization:


Integrating Google Apps with Zoho Online CRM enables automatic data synchronization between the two platforms. This means that any updates or changes made in one platform will reflect in the other, eliminating the need for manual data entry and reducing the risk of data discrepancies. For instance, when a sales representative updates a contact’s information in Zoho CRM, the changes will be instantly reflected in Google Contacts, ensuring accurate and up-to-date customer data across both platforms. This seamless data synchronization saves time and minimizes the chances of errors, allowing businesses to focus on nurturing customer relationships.


Enhanced Email Marketing Campaigns:


Effective email marketing is an essential aspect of CRM success.  strategies. Integrating Google Apps with Zoho Online CRM provides businesses with a powerful combination of tools for executing targeted email campaigns. With this integration, users can create personalized email templates in Zoho CRM and send them directly from their Gmail accounts. The integration also enables tracking and analytics, allowing businesses to monitor email opens, click-through rates, and conversions. This valuable data can be used to refine marketing strategies and improve customer engagement.


Streamlined Document Management:


Google Apps’ robust document management capabilities, combined with Zoho Online CRM, offer a streamlined approach to document storage and access. By integrating the two platforms, businesses can store and organize customer-related documents in Google Drive and link them directly to corresponding records in Zoho CRM. This integration ensures easy access to important files such as contracts, proposals, and invoices within the CRM system, enabling sales and support teams to quickly retrieve and share relevant documents during customer interactions.


Advanced Reporting and Analytics:


Integrating Google Apps with Zoho Online CRM provides businesses with advanced reporting and analytics capabilities. By combining the data from Zoho CRM with Google Sheets and Google Data Studio, users can create insightful reports and visualizations that offer valuable insights into customer behavior, sales performance, and overall business metrics. These analytics help businesses make data-driven decisions, identify trends, and optimize their CRM strategies to drive growth.


Conclusion:

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

The author didnt add any Information to his profile yet

Leave a Comment

19 + 17 =