How to configure emails in Zoho CRM (IMAP)
The purpose of this KB is to guide users through the process of enabling email configuration within Zoho CRM. This allows you to access your customer emails with CRM information, Send and Receive Emails from inside CRM records and synchronize your email inbox with Zoho CRM. This feature allows for better collaboration within Zoho CRM and can show your teammates your progress/communication on tasks/etc.
- In Zoho CRM, navigate to the settings menu by clicking the gear Icon at the top right of your page next to your Profile Picture/Icon:
- Under "Channels" Click the "Email" option
- "Under Email Configuration" > "Email" tabs, click "Get Started"
- From the "Email Integration" setup, select "Office 365"
- Click "Configure" (Leave the "Choose the protocol to configure" option default)
- A new window will pop-up and require you to sign in with your Microsoft Account. Please sign in with your Microsoft credentials and hit "Next"
- You will be asked to accept some permissions requests. Select "Accept"
Wait a few seconds, sometimes the authentication can take a few minutes (DO NOT close the pop up window) - DONE! your "Email Configuration" > "Email" tab should now look like the following:
Announcement: Two known issues are currently being worked on by their respective vendor support teams:
Microsoft Azure Applications: Degraded Performance due to a configuration change on Microsoft's end
In Office Network Slowness: Pulse support is conducting maintenance due to weather damages and this could cause brief slowness throughout the day.
Learn More
Microsoft Azure Applications: Degraded Performance due to a configuration change on Microsoft's end
In Office Network Slowness: Pulse support is conducting maintenance due to weather damages and this could cause brief slowness throughout the day.
Learn More
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