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ClickRuntime

Connect Gmail to Zoho CRM

Zoho CRM holds your leads and deals; Gmail is where you actually talk to them. Connecting the two keeps the CRM up to date from real conversations and turns what's in the CRM into timely emails, so follow-ups don't depend on memory.
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Ideas

What you can do with Gmail and Zoho CRM

Order confirmations, deal follow-ups, lead briefings and data-quality reports between Zoho CRM and Gmail. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Save each order in Zoho CRM and email a confirmation

Every new order or inquiry is saved as a contact and deal in Zoho CRM, and the customer gets a confirmation email from Gmail.

See how it works
DailyAI

Draft follow-ups for stalled deals and new leads

Each morning, stalled deals and untouched new leads get a personal follow-up drafted in your Gmail, with a note added in Zoho.

See how it works
Every 15 minutesAI

Score new Zoho leads and email me a briefing

Every new lead in Zoho CRM is scored, the score is saved on the lead, and you get a short briefing email on the ones worth calling.

See how it works
Every 30 minutesAI

Spot upsell chances in support tickets

Support tickets that hint at a bigger need are flagged, logged as a note and task in Zoho CRM, and emailed to sales.

See how it works
Weekly

Get a weekly report of messy leads in Zoho CRM

Every Monday you get an email listing leads with invalid emails, missing fields or likely duplicates, so you can clean them up.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Gmail and Zoho CRM, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Gmail and Zoho CRM automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Gmail and Zoho CRM in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

When a reply arrives from a Zoho CRM contact on an open deal, update the deal's "Last contact" field and push the follow-up date out by a week.

Skip creating leads for emails from free domains like gmail.com unless the message mentions a budget or a team size.

Use cases

Why people connect Gmail and Zoho CRM

How the two apps work together

  • A check every few minutes reads new Gmail messages matching a label or search, such as mail sent to your sales address.
  • The script finds or creates the lead or contact in Zoho CRM and adds the email as a note or task.
  • On a schedule, it reads Zoho CRM deals and leads and sends emails or saves drafts in Gmail.

  • Small sales teams logging inbound leads

    Inquiries arriving in Gmail become Zoho CRM leads with name, company and message. Nothing gets lost in the inbox.

  • Account managers tracking client emails

    Emails with known contacts are logged as notes on the Zoho CRM record. The whole team sees the latest conversation.

  • Sales reps following up on stalled deals

    Deals stuck in one stage for a week get a Gmail follow-up draft written from the deal details. The rep reviews and sends.

  • Founders getting a daily pipeline email

    Each morning, an email summarises new Zoho CRM leads and deals closing this week. You see the pipeline without opening the CRM.

More apps

Gmail, Zoho CRM and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Strong lead alert in Slack

When an inquiry arrives in Gmail and AI rates it as a strong lead, create it in Zoho CRM and post it to #sales with the lead owner.

Offer meeting times

When a Zoho CRM deal moves to "Demo", draft a Gmail message to the contact with three free times from my Google Calendar.

Weekly lead report sheet

Every Monday, add last week's new Zoho CRM leads by source to a Google Sheet and email me the totals.

Setup

Connect Gmail and Zoho CRM once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Gmail

Email

  1. At console.cloud.google.com, create a project and enable the Gmail API under APIs & Services → Library.
  2. Set up the OAuth consent screen. On Google Workspace choose Internal. On a personal Gmail account choose External, then under Audience click Publish app so it is In production, not Testing.
  3. Under Data Access, add the scopes you need, such as https://www.googleapis.com/auth/gmail.modify, or gmail.send if you only want to send.
  4. Under Clients, create an OAuth client of type Web application with the redirect URI https://clickruntime.com/oauth/callback.
  5. In the ClickRuntime dashboard, open Connections, choose Gmail and enter the client ID and secret. On a personal account Google shows an unverified-app screen: click Advanced, then go to your app.

Zoho CRM

CRM

  1. Open the Zoho API console for your data center (for example api-console.zoho.com) and choose Add Client, then Server-based Applications.
  2. Set the redirect URL to https://clickruntime.com/oauth/callback and copy the Client ID and Client Secret.
  3. In the ClickRuntime dashboard, open Connections, choose Zoho CRM and enter the client ID and secret.
  4. Click Connect and approve the scopes on Zoho's page, such as ZohoCRM.modules.ALL, ZohoCRM.settings.READ and ZohoCRM.users.READ.

FAQ

Questions about connecting Gmail and Zoho CRM

Which Zoho data centre does it use?
The one your account is on, such as .com, .eu or .in. The connection in your ClickRuntime dashboard picks it up when you sign in.
Does it send emails without me seeing them?
Only where you ask it to. Follow-ups can be saved as Gmail drafts instead, so you review and send them yourself.
Will it create duplicate contacts?
No. Contacts are matched by email address and updated if they already exist.
What access does Zoho need?
Read access for reports, and write access only for automations that update records or add notes.
Does it log emails I send as well as receive?
It can. The script can read your Sent folder and add outgoing emails to the matching Zoho CRM record too.
Can it assign leads to different owners?
Yes. You can describe rules, such as by region or product, and it sets the lead owner in Zoho CRM.
Is it limited by Zoho CRM API calls?
Zoho CRM sets a daily API call limit based on your edition and number of users. A script that checks every few minutes uses a small share of it.

Related pages

Keep exploring

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