BCC Dropbox offers you an unique email address, specific to each CRM user.In the Setup page, under the General tab, select Email Settings.On the top right-hand corner of your Zoho CRM instance, select Tools and from the dropdown, select Setup.
ZOHO OUTLOOK TASKS SYNC HOW TO
Let’s see how to set up BCC Dropbox for your Zoho Account:
If the Lead/ Contact does not exist in Zoho CRM, a new Lead / Contact can be created based on how your BCC Dropbox is set up. Note: Only emails sent to your Leads and Contacts will be automatically pulled into your CRM account. All you have to do is add this unique email address to the BCC field of your customer emails and a copy of your email will be added to the recipient’s CRM record. In today’s blog post, I would describe what is BCC Dropbox and how to activate BCC Dropbox in Zoho to automatically push your Outlook emails to Zoho CRM.īCC Dropbox provides an unique email address for each user in your Zoho CRM account. In an earlier blogpost, I had provided a detailed account on how to configure Zoho CRM Plug-in for MS Outlook. – The solution: Integrate your mailbox with Zoho CRM.įor Microsoft Outlook users, there are two commonly used ways of automatically adding your emails to Zoho CRM – Would you sieve through your mailbox trying to remember where you left off? Wouldn’t it be better to just look into the CRM and see at a glance all communication? Wouldn’t it be more efficient to save all conversation you had with the particular contact in your CRM, to avoid such situations? Or what if you have left the organization and there is no track of your earlier conversation? Would your previous organization start the relationship building process all over again and flounder on the way? Now, 2 years later, they are back for further discussions. Suppose, the discussion with a prospect had matured enough but somehow the deal did not proceed. In such cases, it is of outmost importance that there is an inherent integration between your systems so that all your email conversations are in sync with the CRM. Many organizations still prefer using other email applications like Microsoft Outlook, Gmail, etc. With Zoho Mail, all email conversations are present in one single place – in your Zoho CRM and at any time you can easily access all information exchanged with any customer, potentials, vendor, etc. If you are using Zoho CRM in your organization, it is likely that you have evaluated Zoho Mail for your internal or external communication.
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