MS Office Integration (Office 365)

MS Office integration with your Zoho CRM account

Zoho CRM for MS Office lets you easily integrate all your MS Office documents with your Zoho CRM account and manage all documents, spreadsheets, presentations and databases from within Zoho CRM.

Key Features:
Create personalized module-based templates using Zoho Writer. Manage templates in secure folders. Get updated user information in user documents. Access your Office suite from within Zoho CRM.

How It Works: MS Office suite's documents are synced with corresponding Zoho CRM records. Create mail merge templates and send it to recipients using Zoho Writer. Whether it’s address labels or form letters, month-on-month bills or mass emails, sharing tailored information with multiple recipients can be quite a challenging task. The Mail merge feature automates creating hundreds of such customized documents to share relevant information with your target audience easily in less time.

MS Office 365

Free Consultation

CRM software that helps you sell smarter, better, faster.

Our Integrations

Zoho Project

Zoho's project management software helps you plan, track and collaborate your projects. Import users from the Office 365, add new tasks and events to the Outlook Calendar without having to switch tabs.

Integrate with Office 365

Zoho People

An integrated HR solution that helps you track and automate HR operations. Import users from Office 365 and give them access to actively use all Zoho People operations without switching apps.

Integrate with Office 365

Zoho Books

Zoho's accounting software helps you manage your finances and stay on top of your cash flow. Import all your customer and vendor contacts and add your employees as users in Zoho Books.

Integrate with Office 365

Zoho Invoice

Zoho's invoicing software helps you send personalized invoices, track, and receive faster payments online. Import your Office 365 customer contacts and users to Zoho Invoice automatically.

Integrate with Office 365

Zoho Expense

Zoho's expense management software helps you automate travel and business expense reporting. Import all your contacts and users into Zoho Expense without switching apps.

Integrate with Office 365

Zoho Inventory

Zoho's inventory management software helps you to optimize your inventory and keep track of your stock. Import your users and contacts to Zoho Inventory for smooth management of your stock flow and orders.

Integrate with Office 365

Zoho Subscriptions

Zoho's subscription management software helps you manage recurring payments to handling customer subscriptions. Add your employees as users and import all your customer contacts into Zoho Subscriptions

Integrate with Office 365

ServiceDesk Plus

ServiceDesk Plus is a SaaS IT help desk management software. Import your users to help IT managers organize help desk operations within the organization effectively.

Integrate with Office 365

Zoho ContactManager

Zoho's contact management software enables you to organize your business contacts, Import all your users, and business contacts and access mails from them into Zoho ContactManager without switching apps.

Integrate with Office 365

Zoho Connect

Zoho's team collaboration software helps you bring people and resources to one place, making it easier to get work done. Import your users, sync your Zoho, Office 365 calendar and tasks to make team's work easier.

Integrate with Office 365

Zoho Campaigns

Zoho's email marketing software helps you send and track email campaigns. Import your Office 365 contacts into your Zoho Campaigns and sync your Microsoft calendar.

Integrate with Office 365

Zoho Vault

Zoho's password management software helps you securely store, share and manage passwords from anywhere. Import users from Office 365 and give access to Zoho Vault directly from Office 365 interface.

Integrate with Office 365
Speak to a Zoho Expert