A quick way to manage and add leads, contacts to Zoho CRM from Gmail.

Latest Version

Version
1.3.3
Update
September 16, 2024
Size
1.79MiB
Developer
zoho.com
Category
Users
30,000+
Rating
3.9589 ★
Manifest Version
3
Web Store Status
Languages Support
Deutsch
English
Français
Nederlands
Tiếng Việt
Türkçe
Dansk
Español
Italiano
Magyar
Polski
Português (Brasil)
Português (Portugal)
Svenska
čeština
русский
עברית
中文 (简体)
中文 (繁體)
日本語
한국어
See more
Permissions
Storage
UnlimitedStorage
Identity
Tabs
ActiveTab
Scripting
See more

Zoho CRM for Gmail Extension

Highlights:

• Create new leads and contacts right from Gmail.
• See complete lead/contact detail when you open a mail.
• Add tasks, events, log calls for a customer.
• Create deals and notes for instant update.
• FREE extension; no credit card required.
• Installs in seconds, easy to use.

⦿ Manage your Zoho CRM from Gmail.

Why switch windows when you can manage your CRM from Gmail? Zoho CRM for Gmail shows you a complete customer profile immediately upon opening an email from the customer. Instantly view customers’ contact information without opening Zoho CRM. You can create new Contacts and Leads, and log calls, add tasks, events, allowing you to keep better track of prospective deals and customers.

⦿ Keep track of all your information.

Convert leads to contacts, add, edit and delete notes, events, tasks, log calls using this powerful extension. It's easy to use interface helps you see all the information when you need it.

⦿ Make the most out of your CRM investment.

Increase your ROI by entering timely and accurate information about your leads and contacts in your CRM system. Create tasks and notes to keep your CRM always updated.
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "background": { "service_worker": "js/bground.js" }, "action": { "default_icon": "images/Crm-16.png" }, "content_scripts": [ { "js": [ "app/inboxsdk.js", "lib/jquery-1.11.1.js", "app/serveri18n.js", "js/constants.js", "app/app.js" ], "matches": [ "https://mail.google.com/*" ], "run_at": "document_end" } ], "content_security_policy": { "extension_pages":"script-src 'self'; object-src 'self'; frame-src 'self' https://www.zoho.com/crm/help/zoho-crm-for-gmail-and-inbox.html https://www.youtube.com/embed/zrxJEdGQKvs;" }, "default_locale": "en", "description": "A quick way to manage and add leads, contacts to Zoho CRM from Gmail.", "icons": { "16": "images/Crm-16.png", "32": "images/Crm-32.png", "128": "images/Crm-128.png" }, "incognito": "not_allowed", "key": "MIIBIjANBgkqhkiG9w0BAQEFAAOCAQ8AMIIBCgKCAQEAslhCT4pI00u9E/89kauibHXwMtHUxYHe4V7yh5d6KycFY4nq+LZtaoW3PQkQ2IVjpIPHQVvHqDMSRuftegnBT7CE7gXGwx0vnuSGMcwVMQe6snfYI0IMlaH6pxHPa840eVvOHBBDUaehJMsRTRoE7mc12QdZx7smutw/4LJElxn5u9uH5odkX1WhW2VUCCe1O8h/f59qUXjLB1gwTV+pltcvp2lrwNPx2oo0yVLVe7hxI8w+dkoZZYaJy/THEOKbXyavIWQm2AnbScNY08fR8/nxRAT5V4fbQZXXqHtCbKZF8tWF42i1MOXcP/PAAsXb3A7liyWr1GmYFliAeFOLnwIDAQAB", "manifest_version": 3, "name": "Zoho CRM for Gmail", "oauth2": { "client_id": "469571659015-6kkhsu980l43veluj1qofl95ebdhhgpc.apps.googleusercontent.com", "scopes": [ "https://www.googleapis.com/auth/userinfo.email" ] }, "options_page": "html/options.html", "permissions": [ "storage", "unlimitedStorage", "identity", "tabs", "activeTab", "scripting" ], "host_permissions":[ "https://mail.google.com/", "https://inbox.google.com/", "https://accounts.zoho.com/", "https://www.zoho.com/", "https://crm.zoho.com/", "https://crm.zoho.eu/", "https://crm.zoho.in/", "https://crm.zoho.com.au/", "https://crm.zoho.jp/", "https://crm.zoho.uk/", "https://crm.zohocloud.ca/", "https://crm.zoho.sa/", "https://gadgets.zoho.com/", "https://gadgets.zoho.eu/", "https://gadgets.zoho.in/", "https://gadgets.zoho.com.au/", "https://gadgets.zoho.jp/", "https://gadgets.zoho.uk/", "https://gadgets.zohocloud.ca/", "https://gadgets.zoho.sa/" ], "version": "1.3.3", "web_accessible_resources":[ { "resources":[ "html/account-inner.html", "html/account.html", "html/activity.html", "html/add-task.html", "html/auth.html", "html/authGoogle.html", "html/call-inner.html", "html/campaign-inner.html", "html/campaign.html", "html/contact-info.html", "html/create-account.html", "html/create-campaign.html", "html/create-event.html", "html/create-form.html", "html/create-potential.html", "html/diff-account.html", "html/event-inner.html", "html/extract.html", "html/help.html", "html/lc-disabled.html", "html/lead-info.html", "html/loading-percentage.html", "html/loading.html", "html/loga-call.html", "html/login-register.html", "html/login.html", "html/mylogin.html", "html/no-crmacc.html", "html/options.html", "html/potential-inner-old.html", "html/potential-inner-old1.html", "html/potential-inner.html", "html/potential.html", "html/quick-createform.html", "html/support.html", "html/settings.html", "html/task-inner.html", "html/user-info.html", "html/welcome.html", "css/account-inner.css", "css/account.css", "css/activity.css", "css/add-task.css", "css/auth.css", "css/call-inner.css", "css/campaign-inner.css", "css/campaign.css", "css/chosen.min.css", "css/contact-info.css", "css/create-account.css", "css/create-campaign.css", "css/create-event.css", "css/create-form.css", "css/create-potential.css", "css/default.css", "css/event-inner.css", "css/extract.css", "css/glDatePicker.darkneon.css", "css/glDatePicker.default.css", "css/glDatePicker.flatwhite.css", "css/helpdoc.css", "css/imidatepicker.css", "css/lato_font.css", "css/lead-info.css", "css/loading.css", "css/loga-call.css", "css/login.css", "css/Montserrat-style.css", "css/options.css", "css/potential-inner-old1.css", "css/potential-inner.css", "css/potential.css", "css/reset.css", "css/select.css", "css/sidebar_inbox.css", "css/sidebar.css", "css/sidebarall.css", "css/task-inner.css", "css/user-info.css", "css/welcome.css", "css/zccg.css", "images/account.svg", "images/activity.svg", "images/arrow_down.svg", "images/arrow_extract.svg", "images/authenticate.svg", "images/backto_mail.svg", "images/campaign_fill.svg", "images/campaign.svg", "images/chosen-sprite.png", "images/cloud.svg", "images/compan.svg", "images/company.svg", "images/contact.svg", "images/crm_logo.svg", "images/Crm-16.png", "images/Crm-32.png", "images/Crm-128.png", "images/deal.svg", "images/designation.svg", "images/digit.svg", "images/extension_sprite.png", "images/external_linkic.svg", "images/fax.svg", "images/help.svg", "images/home.svg", "images/info.svg", "images/menu.svg", "images/mobile.svg", "images/more.svg", "images/no_activity.jpg", "images/no_campaigns.svg", "images/no_internet.svg", "images/no_potential.svg", "images/retry_authimg.png", "images/server_error.svg", "images/setting_ic.svg", "images/slide_ic.svg", "images/sprite.png", "images/support_ic.svg", "images/support_ic1.svg", "images/user_img.png", "images/user1.png", "images/user2.png", "images/user3.png", "images/user4.png", "images/user5.png", "images/zohocrm_hand.svg", "images/zohohand.png" ], "matches":[ "https://*/*" ] }]}
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How to download and manually install Zoho CRM for Gmail extension for Chrome

Looking for a way to install Zoho CRM for Gmail extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Zoho CRM for Gmail extensions manually, this article outlines two simple methods to effortlessly install Zoho CRM for Gmail extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Zoho CRM for Gmail extension and manually install through Drag &Drop

If you ever need to manually install a Zoho CRM for Gmail extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Zoho CRM for Gmail Extension by clicking the "Download CRX" button on the website.

Look for the Zoho CRM for Gmail extension you wish to install. Go to the website and download the Zoho CRM for Gmail extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Zoho CRM for Gmail extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Zoho CRM for Gmail extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Zoho CRM for Gmail extension for Chrome and install in Developer Mode

This is another method to install Zoho CRM for Gmail extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Zoho CRM for Gmail extension file

Select and download the Zoho CRM for Gmail extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Zoho CRM for Gmail extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Zoho CRM for Gmail extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Zoho CRM for Gmail extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Zoho CRM for Gmail extension in 2 ways. We hope this guide proves helpful.

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User reviews

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Michael Romrell (ID: 000000053ea03729) Voted 1 ★ - Updated 03/06/2023 This used to be great. BUT their updated version doesn't let you choose which user on a given email thread you want to add to the CRM. It's so bad that on an email between me and a single prospect, if only gives me the option to add Myself to the CRM! Useless.

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Crick Waters (ID: 00000017bf0a176f) Voted 3 ★ - Updated 02/08/2023 Has value, but a long way from Salesforce Gmail plugin The most valuable feature is adding a new lead or contact without leaving Gmail. The shortcoming, is that Zoho CRM for Gmail only recognizes the most recent sender in a thread. Unlike Salesforce, which detects all the to: and cc: participants on an email, Zoho does not. Simply put, this means that when one sends an email of introduction, the introduced party is not detected by and offered by Zoho for addition as a lead or contact. Only the sender is detected and offered. If the sender is known, which is the common condition for referrals, then Zoho CRM for Gmail provides no value. A more valuable version of Zoho CRM would offer a list of "related" individuals gleaned from the email addressees.

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2s1234m (ID: 000000d42134c46d) Voted 1 ★ - Updated 01/21/2022 worst !

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Matt Medich (ID: 0000007915072bb1) Voted 2 ★ - Updated 12/28/2021 Main gripe is that there's no search functionality for the "All Accounts" section, and on top of that, the accounts are then not organized in any discernible fashion (not alphabetized, etc). Works alright when you want to add a task or calendar event from gmail, but other than that it has too many bugs and shortcomings to be relied upon.

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Cori Criss (ID: 000000fdd5361654) Voted 4 ★ - Updated 10/28/2019 This is a super quick way to update CRM from your email, great tool! If it could pre-populate the date from the email date, that would save a step on every entry for every user that works with this extension. From a programming perspective, it would likely take zoho 4-8 hours to build, test, deploy that feature. And save your users thousands of minutes every month!