Syncing Office 365 Email in Zoho CRM
Connecting Office 365 Email Accounts to Zoho CRM
In the CRM click the gear to go to Settings (the
gear could be located on the left hand menu bar at the bottom, or it could be
in the top right corner. In both cases either a silhouette, initials or user
photo will be either below or beside the gear.
On the next screen – if your menu
is on the left hand side – look for title Channels > Email – if your menu is
across the centre of the screen – the same.
On the next screen click on the
word Email
On the next screen click Get
Started button.
On the next screen select
Office365
On the next screen make sure it
has IMAP – Oauth Integration showing & click Configure.
When you click CONFIGURE – A window will open to ask you to login to your
office365 account (Make sure pop-ups are allowed on your browser) Click Sign
In.
The next screen will look like
this if all goes well (you can skip the import pop-up that appears).
Under Email Sharing Settings – choose if
the emails should be visible only to you as the user or available to all users
(I would think in most cases you would want this available for all users so if
someone else is working with a contact they can see previous emails back and
forth). Choose your setting of
preference. Then click UPDATE.
This should be all that is needed. It sometimes takes a bit for the system to
start syncing. And the sync process may take some time if there are a lot of
emails to be synced with existing contacts, leads, etc.. You can refresh the screen periodically to
see the status.
Sometimes an smtp error appears and sometimes there is a problem with
connecting to office 365 – if this occurs,
That would be the first thing to check
is to ensure IMAP is enabled for all users in office365..
Here are a few more steps:
An SMTP error when connecting Zoho CRM to
Office 365 email likely stems from incorrect SMTP settings or a mismatch
between Zoho CRM and Office 365 authentication requirements. To resolve
this, you need to ensure Authenticated SMTP is enabled for the Office 365 user
account within the Microsoft 365 admin center.
Here's a more detailed breakdown of the
troubleshooting steps:
1. Enable Authenticated SMTP in Office 365:
Access the Microsoft 365 admin
center: Log in with admin credentials.
Locate the User: Go
to Users > Active Users and select the user account you're using with Zoho
CRM.
Access Email Settings: Click
on Mail (or similar, depending on the admin center interface).
Manage Email Apps: Navigate
to Email apps and then click on Manage Email Apps.
Enable Authenticated SMTP: Select
the "Authenticated SMTP" setting if it's not already enabled. If
it's already enabled, try disabling and then re-enabling it.
Save Changes: Click
Save to apply the changes.
If you're still having issues, contact support at service@prowlcommunications.com