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1. #How to use zoho outlook plugin how to#
2. #How to use zoho outlook plugin software#
3. #How to use zoho outlook plugin code#
4. #How to use zoho outlook plugin windows#

Public static final string REDIRECT_URL=’ public static final string OAUTH_TOKEN_URL=’’ Public static final string CLIENT_SECRET=’x-cUr7z710sRcQvO.98YxU~0.H0KSSD.1_’

#How to use zoho outlook plugin code#

Step 5: Create two Apex Classes and a Visualforce page with the below code snippets. Now, copy the client secret value and save it. Step 4: After clicking on select new client secret button, select one of the options and click on the add button, as shown in the below figure. Step 3: For client secret key click on Certificates and Secrets under the Manage tab, as shown in the below figure. Client secret is a “secret” key to authenticate your API callouts. Now, paste it for further use in the Application Client ID and others.Ĭlient Secret and Client ID are required to make the REST API callout. Now, let’s look into the steps associated with the integration process of Outlook with Salesforce. With this application, we get the Client Id and Consumer key. Moreover, using Outlook mail API can get dynamic user authorization to access users’ mail, calendar, and contacts.įor this, we have to create the Application in the “Microsoft Developer Console” () to connect with Salesforce. So, Outlook mail API is used to retrieve messages, contacts, calendars, etc.

#How to use zoho outlook plugin how to#

In this blog, we will learn how to connect Salesforce org with Microsoft Outlook using Rest API. In addition, the Outlook Integration with Salesforce eliminates the redundant entry of data, access Outlook email messages and Salesforce records in a single place, making it easier to create targeted email messages to prospects and customers and allowing the reps to focus more on sales. So, by integrating Salesforce with Outlook, your reps save valuable time. Instead of using Salesforce and Outlook separately, it is good that your sales reps start using both together.

#How to use zoho outlook plugin software#

* No Servers, No expensive software and No Backup solutions.Salesforce and Outlook Integration has evolved in various stages and has different parallel options, leading to confusion. * Take advantage of an Award-Winning, complete CRM solution * Have a complete grip on your communication with your contacts * Automate your Sales and Marketing with ease Zoho CRM is simple to use, yet packed with features and advanced functionality that allow you to grow your business while having a single view of your customer interactions. Refer to the emails to create tasks and notes to keep your CRM always updated. Increase your ROI by entering timely and accurate information about your leads and contacts in your CRM system. Make the most out of your CRM investment. It's easy to use interface helps you see all the information when you need it. You can create new Contacts and Leads, and log calls, add tasks, events, allowing you to keep better track of prospective deals and customers.Ĭonvert leads to contacts, add, edit and delete notes, events, tasks, log calls with a contextual add-in. Instantly view customers’ contact information without opening Zoho CRM.

#How to use zoho outlook plugin windows#

Why switch windows when you can manage your CRM from Outlook? Zoho CRM for email shows you a complete customer profile immediately upon opening an email from the customer. Lead and contact management inside Outlook