We
mentioned earlier that 2009 will be year of integration between Zoho
Applications. We recently rolled out updates to Zoho Docs and Zoho Mail
Applications integrating the two.

Zoho Docs integration into Zoho Mail

Next
time you compose an email in Zoho Mail, you’ll notice a new option
‘Attach from Docs’ in the compose window. This new feature lets you
attach documents from Zoho Docs. The Zoho Docs dialog provides
different options to choose the documents you want to attach – from
your folder structure, Recent Documents or by file type.




Zoho Mail Integration to Zoho Docs

Zoho
Docs integration into Zoho Mail is useful when you are in Zoho Mail and want to attach
a document. But what if you are in Zoho Docs and want to email a
document? You shouldn’t have to go to email application to attach a
document, right? For this reason, we integrated Zoho Mail in Zoho Docs
as well.



If you want to email a document from Zoho Docs, just click the Email icon beside
the document name and it’ll launch the compose window from Zoho Mail
with the document automatically attached. As the compose window is
coming from Zoho Mail, all the features are available inside Docs, including the address book.


If you want to email multiple files, select multiple files in Zoho Docs, right click and choose the ‘Send Mail’ option.



Apart from this, as you may know, you can open attachments in Zoho Mail with Zoho Writer/Sheet/Show.



Contextual integration is the theme we are focusing on as we integrate
our applications. I’ll expand more on this in a separate post. We hope you’ll find this integration useful. Please do let us know your feedback.




  1. abcnews

    When the attachment in Zoho mail is opened in Zoho sheet, how do I save this document in Zoho sheet? Or How would I find this document in Zoho docu? I really want to do these things(Modification, Sending documents, etc) all online, which means I don’t want to save any of the documents in my hard disk.
    Thanks in anticipation!

  2. abcnews

    When the attachment in Zoho mail is opened in Zoho sheet, how do I save this document in Zoho sheet? Or How would I find this document in Zoho docu? I really want to do these things(Modification, Sending documents, etc) all online, which means I don’t want to save any of the documents in my hard disk.
    Thanks in anticipation!

  3. leanneweddle

    Like Kimberly, I want to also link all items related to a contact/opportunity with that contact opportunity. Emails with my co-workers I want to link with the item it pertains to as well as emails from vendors I want link to the contact/opportunity it’s in relation to.How do I do this? Thanks!

  4. leanneweddle

    Like Kimberly, I want to also link all items related to a contact/opportunity with that contact opportunity. Emails with my co-workers I want to link with the item it pertains to as well as emails from vendors I want link to the contact/opportunity it’s in relation to.How do I do this? Thanks!

  5. pennathur

    How can one save Incoming/Sent Mail Attachments directly to Zoho Docs, instead of downloading them to the local disk and uploading them again to Zoho Docs

  6. pennathur

    How can one save Incoming/Sent Mail Attachments directly to Zoho Docs, instead of downloading them to the local disk and uploading them again to Zoho Docs

  7. vceroco1

    How does one attach docs to leads in zoho CRM … for e.g. I want to attach Resume’s to a contact

  8. vceroco1

    How does one attach docs to leads in zoho CRM … for e.g. I want to attach Resume’s to a contact

  9. christyj

    I’m very disappointed in the additional cost for integrating CRM and mail. This seems like charging for brakes on a new car. I’d already created a cost-benefit analysis for my boss at the $12/month level, and changing it to $15/month will raise red flags about Zoho’s integrity and whether or not you will show a nickel and dime mentality on other upgrades and improvements.

  10. christyj

    I’m very disappointed in the additional cost for integrating CRM and mail. This seems like charging for brakes on a new car. I’d already created a cost-benefit analysis for my boss at the $12/month level, and changing it to $15/month will raise red flags about Zoho’s integrity and whether or not you will show a nickel and dime mentality on other upgrades and improvements.

  11. carlbhill

    I would also be interested in early access to the Mail and CRM integration if possible.Kind regards,
    Carl Hill

  12. carlbhill

    I would also be interested in early access to the Mail and CRM integration if possible.Kind regards,
    Carl Hill

  13. exhibitsales

    I’m VERY interested in this aspect for myself and several clients. When is it slated for release and is it possible for me to gain access to the feature prior to update as well?

  14. exhibitsales

    I’m VERY interested in this aspect for myself and several clients. When is it slated for release and is it possible for me to gain access to the feature prior to update as well?

  15. Erin Trowbridge

    I would also be interested in early access to the Mail and CRM integration if possible.Thanks!
    Erin

  16. Erin Trowbridge

    I would also be interested in early access to the Mail and CRM integration if possible.Thanks!
    Erin

  17. csudha

    Dear Kimberly,We will be enabling early access to you for the Zoho Mail and Zoho CRM integration. This will be done with our next update, that is scheduled for Tuesday.Regards,
    Sudha

  18. csudha

    Dear Kimberly,We will be enabling early access to you for the Zoho Mail and Zoho CRM integration. This will be done with our next update, that is scheduled for Tuesday.Regards,
    Sudha

  19. Suganya

    Dear Kimberly,Currently, we are working on the integration of Zoho Mail with Zoho CRM. Once it has been released you can configure your zoho mail id with your Zoho CRM Account. So that, it will fetch your mail transactions with the corresponding Lead/Contact and it will list under Mails section of that corresponding lead/contact’s detailed view page.If you are using other mail applications and want to integrate with Zoho CRM, then you have to configure POP access in Zoho Mail, so that you can view your send/receive mails in CRM ( i.e Zoho Mail will act as an interface between your mail application & CRM).Thanks & Regards,
    Suganya
    Zoho CRM Team)

  20. Suganya

    Dear Kimberly,Currently, we are working on the integration of Zoho Mail with Zoho CRM. Once it has been released you can configure your zoho mail id with your Zoho CRM Account. So that, it will fetch your mail transactions with the corresponding Lead/Contact and it will list under Mails section of that corresponding lead/contact’s detailed view page.If you are using other mail applications and want to integrate with Zoho CRM, then you have to configure POP access in Zoho Mail, so that you can view your send/receive mails in CRM ( i.e Zoho Mail will act as an interface between your mail application & CRM).Thanks & Regards,
    Suganya
    Zoho CRM Team)

  21. kimberlynewton

    I am looking for the integration/sync of email and zoho crm – so I can quickly add to crm records all emails related to a contact, lead, etc.Right now I am cutting and pasting each email exchange into the description area of zoho crm. Been looking around for a technical link, but have not found it. If a solution already exists, please advise.kimberly@connectionsinstitute.net

  22. kimberlynewton

    I am looking for the integration/sync of email and zoho crm – so I can quickly add to crm records all emails related to a contact, lead, etc.Right now I am cutting and pasting each email exchange into the description area of zoho crm. Been looking around for a technical link, but have not found it. If a solution already exists, please advise.kimberly@connectionsinstitute.net

  23. Adil

    At first i like that but now i am think, what exactly u guys have done? I mean it take a hell of time getting those files from docs, but i was thinking now it will be matter of click esp with big files..

  24. Adil

    At first i like that but now i am think, what exactly u guys have done? I mean it take a hell of time getting those files from docs, but i was thinking now it will be matter of click esp with big files..

  25. amit_kumar01

    hey this is a gr88 one becoz i really felt this need whenever I was trying to send the attachments which were there as zoho docs… Zoho beats google docs handsomely

  26. amit_kumar01

    hey this is a gr88 one becoz i really felt this need whenever I was trying to send the attachments which were there as zoho docs… Zoho beats google docs handsomely

  27. Raju Vegesna

    Gabriel: Mail Merge will be coming soon.Sr Haya: We are looking into this. We will add this feature going forward.Thank you for your feedback.

  28. Raju Vegesna

    Gabriel: Mail Merge will be coming soon.Sr Haya: We are looking into this. We will add this feature going forward.Thank you for your feedback.

  29. Sr Haya

    Good news.
    I miss a couple of things:
    a section in Zoho Docs to list the docs sent by me;
    a section in Zoho Docs to list the docs sent to my mail.

  30. Sr Haya

    Good news.
    I miss a couple of things:
    a section in Zoho Docs to list the docs sent by me;
    a section in Zoho Docs to list the docs sent to my mail.

  31. Adil

    Great Man, i was in real need of that feature. Keep it up!

  32. Adil

    Great Man, i was in real need of that feature. Keep it up!

  33. Gabriel

    This sounds good, however what many of us are in desperate need of is a mail merge feature, hopefully one that can read the data from Zoho Mail as well as from Contact forms developed in Zoho Creator.

  34. Gabriel

    This sounds good, however what many of us are in desperate need of is a mail merge feature, hopefully one that can read the data from Zoho Mail as well as from Contact forms developed in Zoho Creator.