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Microsoft Exchange + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Exchange and Zoho CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Microsoft Exchange + Zoho CRM

  • Microsoft Exchange Zoho CRM

    Microsoft Exchange + Zoho CRM

    Create/Update Lead to Zoho CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Microsoft Exchange Zoho CRM

    Microsoft Exchange + Zoho CRM

    Create/Update Contact to Zoho CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Microsoft Exchange Zoho CRM

    Microsoft Exchange + Zoho CRM

    Create Module Entry to Zoho CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Zoho CRM Create Module Entry
  • Microsoft Exchange Zoho CRM

    Microsoft Exchange + Zoho CRM

    Add Attachment in Zoho CRM when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Zoho CRM Add Attachment
  • Microsoft Exchange Zoho CRM

    Microsoft Exchange + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Contact
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Microsoft Exchange {{item.actionAppName}}

    Microsoft Exchange + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Exchange + Zoho CRM in easier way

It's easy to connect Microsoft Exchange + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Event

    Create Event

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Microsoft Exchange & Zoho CRM Integrations Work

  1. Step 1: Choose Microsoft Exchange as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Exchange to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Exchange and Zoho CRM

According to Wikipedia (http://en.wikipedia.org/wiki/Microsoft_Exchange), Exchange is “a group of related Internet communication products from Microsoft, originally based on the X.400 email standard and now based on Internet Protocp (IP.” It consists of several server components, client access licenses (CALs), and services.

Exchange Server allows for communication and cplaboration both within and outside an organization. It is used for communication and cplaboration among business partners, employees and customers. Exchange provides a wide range of communication and cplaboration features including e-mail services, calendar sharing, instant messaging (IM), voice over IP (VoIP), Unified Messaging (UM), and mobile messaging.

Exchange Server uses store.exe as its executable file that runs on the Windows Server 2003 family of operating systems. The default installation directory of Exchange Server is C:Program FilesMicrosoftExchange Server. There are also several other files and directories associated with Exchange Server such as:

exchsrvr.msc – This file is used to open up the Exchange System Manager. The default installation directory of this file is C:Program Filescommon filesmicrosoft sharedweb server extensionsexchsrvrbin.

exmstore.dll – This file is responsible for storing data in Active Directory Lightweight Directory Services (AD LDS. for backward compatibility with earlier versions of Exchange Server. The default installation path of this file is C:Program FilesMicrosoftExchange Server.

exres.dll – This file is a dynamic link library (DLL. that provides a set of functions to use for extending the Exchange Management Shell. The default installation path of this file is C:Program FilesMicrosoftExchange Server.

exsetup.dll – This file is a DLL that loads the Exchange Setup process. The default installation path of this file is C:Program FilesMicrosoftExchange Server.

exsched.dll – This file is a DLL that manages the functionality of scheduling tasks in Exchange Server. The default installation path of this file is C:Program FilesMicrosoftExchange Server.

exsetdata.dll – This file is a DLL that stores the settings for all Exchange Server features in Active Directory Lightweight Directory Services (AD LDS. The default installation path of this file is C:Program FilesMicrosoftExchange Server.

exsmime.dll – This file is a DLL that handles the MIME mail protocp for Internet Mail Connector (IMC. connections to Exchange Server. The default installation path of this file is C:Program FilesMicrosoftExchange Server.

exwizards.dll – This file is a DLL that provides wizards for Exchange Server functionality like public fpders, site mailboxes, and UM service activation servers. The default installation path of this file is C:Program FilesMicrosoftExchange Server.

The benefits of integration of Microsoft Exchange and Zoho CRM are mentioned below:

Integration can be done using web services or API calls. Data can be sent to Zoho CRM through these calls or web services. Integration can be done without any programming knowledge or skills by integrating Zoho CRM with Microsoft Outlook, which has built-in support for integration with Microsoft Exchange. Users can view their Zoho CRM contacts/leads/opportunities/tasks/cases/etc., right inside Outlook or Outlook Web Access (OWA. Any changes made in Zoho CRM will be reflected in Outlook immediately. However, any changes made in Outlook cannot be pushed to Zoho CRM automatically. Integration can be done by using Outlook Object Model (OMS. API calls. For example, you can use OMS API calls to integrate with Zoho CRM’s Lead, Opportunity, Case, Task, etc., objects. You can also use OMS API calls to update data in Zoho CRM from Outlook or Outlook Web Access (OWA. You can use OMS API calls to create tasks, cases, leads, opportunities, etc., in Zoho CRM from Outlook or Outlook Web Access (OWA. You can use OMS API calls to read data from Zoho CRM into Outlook or Outlook Web Access (OWA. You can use OMS API calls to update data in Outlook or Outlook Web Access (OWA. from Zoho CRM. You can use OMS API calls to send emails to Zoho CRM users or groups from Outlook or Outlook Web Access (OWA. You can use OMS API calls to read emails from Zoho CRM users or groups into Outlook or Outlook Web Access (OWA. You can use OMS API calls to send email alerts to Zoho CRM users using Outlook or Outlook Web Access (OWA. You can use OMS API calls to read email alerts from Zoho CRM users into Outlook or Outlook Web Access (OWA. You can use OMS API calls to sync tasks, cases, leads, opportunities, etc., between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to edit synchronization settings between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to add, edit, delete storage groups between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to add, edit, delete connectors between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to add, edit, delete users between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to add, edit, delete user properties between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to add, edit, delete groups between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to add, edit, delete group properties between Zoho CRM and Outlook or Outlook Web Access (OWA. You can use OMS API calls to add, edit, delete connectors between PST files and Zoho CRM. You can use OMS API calls to add, edit, delete storage groups between PST files and Zoho CRM. You can use OMS API calls to add, edit, delete connectors between PST files and Zoho CRM. You can use OMS API calls to add, edit, delete users between PST files and Zoho CRM. You can use OMS API calls to add, edit, delete user properties between PST files and Zoho CRM. You can use OMS API calls to add, edit, delete groups between PST files and Zoho CRM. You can use OMS API calls to add, edit, delete group properties between PST files and Zoho CRM. You can use OMS API calls to add new connectors between a user’s mailbox and a storage group in your storage server. If you want a connector between a user’s mailbox and a storage group in your storage server during initial setup of your system then you need not specify the connector name in the connector profile during initial setup under administration settings page under eXpress Settings tab of user’s account details page. In this case you need not specify the connector name in the connector profile during initial setup under administration settings page under eXpress Settings tab of user’s account details page nor do you need any connector name while adding connectors later on by using OMS API calls . Instead you can simply pass the connector name while adding connector by using the AddConnector method of the MSExchangeSyncConnectors class while creating new users later on by using OMS API calls . After creating the connector profile using AddConnector method of the MSExchangeSyncConnectors class by specifying connector name during initial setup under administration settings page under eXpress Settings tab of user’s account details page then you can edit it later on by using OMS API calls . For example if you want to change connector type from POP3 to IMAP4 then you may need to provide POP3 type connector name during initial setup under administration settings page under eXpress Settings tab of user’s account details page while creating connector profile by using AddConnector method of the MSExchangeSyncConnectors class . Then after creating connector profile using AddConnector method of the MSExchangeSyncConnectors class by specifying connector name during initial setup under administration settings page under eXpress Settings tab of user’s account details page then you may need to change it later on by using OMS API calls . For example if you want to change connector type from POP3

The process to integrate Microsoft Exchange and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.