Zoho Mail + Zoho CRM + Microsoft Excel Integrations
How to connect Zoho Mail + Zoho CRM + Microsoft Excel
Zapier lets you send info between Zoho Mail and Zoho CRM and Microsoft Excel automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Zoho Mail + Zoho CRM + Microsoft Excel
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zoho Mail, Zoho CRM, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
Folder Name
Group Result
Account Details
Try ItTag NameRequired
Group Result
Account Details
Try ItAccount Details
Folder NameRequired
Parent Folder
Task TitleRequired
Task Description
Due Date
Group Result
Account Details
Search ValueRequired
Try ItAccount Details
ToRequired
Cc
BCC
FromRequired
SubjectRequired
Body Type
BodyRequired
Account Details
Tag NameRequired
Tag Color
ToRequired
Cc
BCC
FromRequired
SubjectRequired
Body Type
BodyRequired
Attachments
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How Zoho Mail + Zoho CRM + Microsoft Excel Integrations Work
- Step 1: Authenticate Zoho Mail, Zoho CRM, and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Zoho Mail
Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.
About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Related categories
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
