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Zoho CRM + Microsoft Exchange Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Microsoft Exchange Integrations
Microsoft Exchange Alternatives

Looking for the Microsoft Exchange Alternatives? Here is the list of top Microsoft Exchange Alternatives

  • Gmail Gmail
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Best ways to Integrate Zoho CRM + Microsoft Exchange

  • Zoho CRM Microsoft Exchange

    Zoho CRM + Microsoft Exchange

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

    Zoho CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Microsoft Exchange Create Event
  • Zoho CRM Microsoft Exchange

    Zoho CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    Microsoft Exchange Create Event
  • Zoho CRM Zoho CRM

    Microsoft Exchange + Zoho CRM

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

    Microsoft Exchange + Zoho CRM

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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

    Actions
  • 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.)

  • Create Event

    Create Event

How Zoho CRM & Microsoft Exchange Integrations Work

  1. Step 1: Choose Zoho CRM 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 Microsoft Exchange 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 Zoho CRM to Microsoft Exchange.

    (2 minutes)

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

Integration of Zoho CRM and Microsoft Exchange

Zoho CRM

Zoho CRM (Customer Relationship Management. is an integrated customer relationship management application that is used by businesses to manage customer interactions. It offers centralized support for sales, marketing, customer service and technical support. Zoho CRM can be used to create and manage contact information, set up customer groups, track customer interactions, and many other features. The contact information includes full name, phone number, email address and physical address of customer.

Microsoft Exchange

Microsoft Exchange is a messaging and scheduling application developed by Microsoft Corporation. It is used not only in the business world but also in the educational arena. The main advantage of using Microsoft Exchange is that it has been around for a long time. This means that the system is stable with few bugs in its software.

Integration of Zoho CRM and Microsoft Exchange

In order to integrate Zoho CRM and Microsoft Exchange, you have to first sign up for both applications. Since they are subscription-based models, you will have to pay a small fee. Once registered, you will be able to integrate them with ease. There are basically two ways to do it; you can either use the web interface or use the POP3/IMAP4 protocp for the integration between Zoho CRM and Microsoft Exchange. This protocp allows the transfer of messages from the Zoho CRM mailbox to the Microsoft Exchange mailbox. If emails are not being transferred after setting up the integration, you will need to check if there are any firewall restrictions. Both applications support SSL encryption, which ensures better security for your data. ZohoCRM also supports SMTP support so that emails can be sent from ZohoCRM using your server’s SMTP settings. Both services offer a lot of flexibility and the user experience is excellent. You can also add multiple accounts of each application in case you want to access their data at the same time.

Benefits of Integration of Zoho CRM and Microsoft Exchange

The biggest benefit of integrating Microsoft Exchange and Zoho CRM is that it allows users to manage their emails with ease. When you are using both services at the same time, it creates a ‘one-stop shop’ situation where all your data can be accessed in one place. You will no longer need to log into different accounts for different purposes and this will lead to significant productivity improvement. The integration also allows users to schedule meetings with ease since all contacts are already available in the system. When you use both applications together, you don’t even have to export contacts from one application to another anymore because it will be automatically done without any human intervention. Another benefit of using both applications is that they can be used as a backup system for one another in case something goes wrong.

The process to integrate Zoho CRM and Microsoft Exchange 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.