How to integrate Zoho with Gmail

Gmail is a widely known email application. As is the very popular Zoho. Chances are that if you have an account with both, you’ve thought about how to bring the two together. Are you looking to integrate Zoho with Gmail? If so, here is a guide for how to do just that:

    1. Sign into Gmail.
    1. Click Settings icon” and select “Settings”.
    1. Going to theSettings page”, click Forwarding and POP/IMAP”.
    1. Select Enable POP for all mail” or “Enable POP for mail that arrives from now on”.
    1. Choose what you want to do with your messages after your POP client or device receives them.
  1. Click “Save Changes”.

How to begin to integrate Zoho with Gmail – POP account details

These are the details that are needed for setting up the mailbox in Zoho CRM:

File Value
Incoming mail server name pop.gmail.com
Outgoing mail server name smtp.gmail.com
Incoming Port No. 995
Outgoing Port No. 465
Secure Connection (SSL) Yes
User name username@gmail.com

Set up POP Account

To set up POP account in Zoho CRM

    1. Log in to Zoho CRM.
    1. Click “Setup”  “Personal Settings”  “Email Settings”  “POP (Zoho Mail)”.
    1. In the Zoho Mail Add-on page, clickConfigure Now”.
    1. In the Zoho Mail Add-on page, click the Add Mail Account” link.
    1. In the Zoho Mail POP3 Settings page, click “Add POP3 Account”.
  1. In the add POP3 account, specify the required details to configure POP service for your email account. Refer to the table.

Note:

    • If you do not use any POP clients other than Zoho Mail, your username can just be username@gmail.com.
  • If you are using multiple POP clients, you need to tag the username as ‘recent:username@gmail.com‘. Also, make sure that “Leave messages on the server” is selected for the Delete message settings option. Please note: This is applicable only to Gmail users. 

What’s next?

    1. Click “Test Account” to authenticate the email account details provided and check the incoming server.
    1. Click “Create Account”.
    1. The email account will be configured. You can enable this account as your default mail account.
  1. Click on “Save”.
      • Choose the Mailbox that you want to configure with your CRM.
      • The POP accounts that you have set up will be available on the list.
      • Choose any one of the sharing options.
      • Under “Advanced Settings”, click the “Consolidate all my customer’s emails in a single place inside Zoho Mail” checkbox, if required. If you select this option, all the emails you receive from your customers (leads and contacts) will be listed in one folder. You can select this folder, or choose to flag the emails by choosing a label in the next step.
    • Click Save.

This has been a step-by-step guide for how to integrate Zoho with Gmail.  Target Integration is a Zoho Partner and provides consulting services for integration, customization, development, training, and support. If you have any questions about how to optimize your Zoho account, we are on hand to answer your questions. Contact us today to get in touch with our CRM Consultant.



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