Yes, Zoho Books integrates with email, letting the correspondence between you and a customer appear directly within that customer's record in Zoho Books, rather than living separately in your inbox.
Supported Email Providers
Zoho Books integrates with Gmail or Google Workspace, Microsoft Outlook or Office 365, and Zoho Mail.
What the Integration Does
- Fetches emails between your connected address and a contact's email address directly into that contact's Mails section
- Lets you attach an email to a specific Invoice, Quote, or the contact's general activity, so customers have a clear reference for what was agreed
- Attaches any files sent with an email directly to the contact
- With Zoho Mail specifically, lets you read and reply to customer emails directly from within Zoho Books, and add mail replies as comments on transaction documents
Setting It Up
- Go to Settings, then Integrations, then Other Apps.
- Find your provider (Gmail/Google Workspace, Office 365/Outlook, or Zoho Mail) and click Enable Integration.
- Alternatively, open a specific Contact, go to Mails, and click Connect your mail account to link an address directly from there.
Note: Only one active personal email address can be connected to your Zoho Books organisation at a time. If using Google Workspace, you'll also need to whitelist the Zoho Books application in your Google Admin console (adding the Client ID and OAuth scopes under Google's Marketplace apps settings) before email fetching will work, since Google requires this for third-party access to Gmail data.
Need help? 1 Cloud Consultants can help you set up email integration in Zoho Books, including the Google Workspace whitelisting step.
Book a discovery call with 1 Cloud Consultants.