Zoho CRM, Invoice & Projects Integration With Gmail Contextual Gadgets

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For a while now, we have been stressing the importance of ‘contextual information integration’ where the focus is on user’s data and context and not the application. To demonstrate this, we have integrated several Zoho Apps and users have reaped the benefits of such integration.

Today, we are expanding this to a third party app – Gmail. Earlier this year, along with Google Apps Marketplace, Google announced Contextual Gadgets for Gmail enabling third party applications to integrate into an email message in Gmail. This falls inline with our approach to contextual integration, so we decided to integrate our Business Apps into Gmail through Gmail Contextual Gadgets.

So, what does this mean to you as a user?

When you receive an email from your customer in Gmail, our CRM Gadget can display the customer information (pulled from Zoho CRM) along with the notes, contact info etc within the email. Similarly, the Invoice gadget can display information like overdue or unpaid Invoices from that customer, all without leaving that email message.

This is just the beginning. There are ​​​​​​​​​many other things you can do through these contextual gadgets. Here are a few …


Zoho CRM


  • With a click, you can search to see if the sender exists in your CRM system
  • From the email, you can add the sender to Zoho CRM as a Contact or a Lead
  • You can add a Potential to a Contact or update it right from the email message
  • If the sender is already present in your CRM database, you can view existing details within the email message
  • You can Add/View Tasks or Notes to the sender within the email message

Additional information about this is

available here
.




Zoho Invoice

Zoho​​​ Invoice integrates tightly with Google Apps through the contextual gadget and offers this functionality.

  • If the sender is present in the system, his information is pulled from Zoho Invoice and displayed within the email
  • Email History: All emails sent from Zoho Invoice to this user are listed within the gadget
  • You can see all unpaid invoices with status as ‘Unpaid’ or ‘Open’ for the sender
  • You can view the payments received from the sender within the gadget

Additional information about this is

available here
.


Zoho Projects

We talked about our Zoho Projects contextual gadget

here
.​​​​

As you see, the possibilities of contextual integration are endless. This is just the beginning. We will be rolling out additional functionality to these gadgets moving forward, and of course, additional Zoho Apps will make their way into Google Apps Marketplace. If you’d like to see any specific app integrated, please drop us a line.

As always, we can’t wait to hear your feedback.

PS: We’d like to thank Google team for their continuous support. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​