![]() We were setting up HubSpot on our client’s computer, and during the setup process, we were asked to download her contacts from Outlook as a. What? No! We need a CRM that syncs contacts both ways. We were so excited about HubSpot’s Outlook compatibility and its plugin that allows you to pull from a library of built-in email templates and documents, or schedule a series of timed emails inside the familiar Outlook interface. ![]() Based on the elegance of this integration, contact syncing seemed like it would be a given. In returning to the drawing board, we had already eliminated several candidates because of how much work they wanted you to do in their CRM dashboard. Since we had made an assumption that two-way contact syncing was a standard feature and were surprised to find out it wasn’t, we decided to use that as our top search criterion and work from there.Īnd that’s how we found Zoho. It was quite similar to HubSpot in all the comparison charts, but we really loved the Outlook templating abilities of HubSpot, so it got pushed aside. Zoho offers a plugin for Outlook that synchronizes contacts AND tasks AND events, and it’s available for both Windows and Mac, though the PC version has more features. ![]() Synchronize contacts, calendar events and tasks automatically from Microsoft Outlook to Zoho CRM.Add email message and file attachments to the Lead or Contact in Zoho CRM without modifying the original message in Microsoft Outlook.Associate MS Outlook inbound and outbound emails with Leads, Contacts, or Potentials in Zoho CRM.
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