Hello, At least for me, what would be ideal is email integration as tasks or something of the matter. So going back and forth between both is easy to do
I'll be perfectly honest, I'm not sure. My company uses Zoho CRM so I thought there could be some practical connection. But now that you ask, and that I think about it, I might have 'clicked' too quickly. The only thing that comes to mind is if I could 'select' a CRM based address from within Mail, send that email, and have that recorded in Zoho, with the subject and body included. AGAIN, this is not mission critical. Sorry for the 'soft' response. Cemil
Stevan, could you please provide some more details on how you would envision this integration to work? What should be exchanged? What do you need?
Fabian, mi piacerebbe poterla sostanzialmente utilizzare alla stregua del plug-in nativo di Zoho Books presente per Outlook, ovvero per vedere informazioni sul contatto/lead, vedere informazioni sull'azienda, collegare la mail ad una affare e vedere le altre mail collegate nella sidebar.
Thanks for the request! We've merged this into "Integration with Zoho CRM", which asks for the same thing — combining votes there so we can track overall demand in one place.