Zoho CRM for Gmail: Current Integration Options

Zoho CRM Contextual Gadget for Gmail

Zoho CRM's original Gmail integration, the Contextual Gadget, was built on a Google technology that Google has since deprecated. It has been superseded by newer, actively maintained options.

Current options for connecting Zoho CRM to Gmail

  • Zoho CRM for Gmail & Inbox (Chrome extension). Adds a panel directly inside Gmail letting you create Leads and Contacts, add notes to records, and view deals and campaigns without leaving your inbox.
  • Zoho CRM for Gmail (Gmail Add-on). Available through Google Workspace Marketplace, this shows a full customer profile the moment you open an email from someone already in your CRM, and lets you create new Leads and Contacts directly from that email.

What these let you do

Between them, current Gmail integrations for Zoho CRM cover creating Leads and Contacts from an email, viewing a customer's deal size, deal stage, and pipeline position without switching tabs, adding notes against a record, viewing related Campaigns and Deals, and, on the Chrome extension, converting a Lead to a Contact directly from your inbox.

How to install

Search for "Zoho CRM for Gmail & Inbox" in the Chrome Web Store for the extension, or "Zoho CRM for Gmail" in Google Workspace Marketplace for the add-on. Both are free. After installing, you'll sign in to your Google account and then authenticate your Zoho CRM account before the integration becomes active.

Need help? 1 Cloud Consultants can help you choose and roll out the right Gmail integration for Zoho CRM across your team. Book a discovery call with 1 Cloud Consultants.