Syncing Outlook Email with Zoho CRM

Connect Your Email (Outlook / Office 365)

1. Open Setup

• Click the Settings (gear icon) in the top-right corner of Zoho CRM (next to your profile picture)
• This opens the Setup page

2. Go to Email Settings

• Under the Channels section, click Email
• This will open the Email settings page

3. Open Email Configuration

• You should land on the Email Configuration section by default
• Click Email to open Configure Email

4. Start Setup

• If your email is not connected yet:
  • Click Get Started
  • Select Office 365 (for @cliffordpower.com accounts)

5. Choose Connection Type

• Select:
  • IMAP – OAuth Integration
• Click Configure

6. Sign Into Microsoft

• A Microsoft login window will appear
• Sign in using your Clifford email account
• Approve any permission requests

7. Confirm Connection

• After signing in, you will return to Zoho
• In the Basic Info section:
  • All indicators should show green if the connection is successful

If the Email Is Already Connected but Not Working

From the same Email Configuration screen:

• Click Update to refresh settings
• Click Log in Again to reauthenticate with Microsoft

If issues continue:

• Click Deactivate
• Then repeat the setup steps above from the beginning

Notes

• Email sync depends on matching email addresses in Zoho (Leads, Contacts, etc.)
• It may take a few minutes for emails to begin appearing after setup