Zoho Mail is more than an email platform. With eWidget, you can connect your mailbox to Zoho and third-party applications, access relevant information, and perform everyday tasks without repeatedly switching between applications.
The eWidget panel appears on the right side of the Zoho Mail interface. Depending on the integration, you can view customer details, create support tickets, manage project tasks, access financial records, schedule meetings, and work with other connected services directly from your mailbox.
For example, when a customer emails you about an unresolved issue, you can use the relevant help desk extension to review or create a support ticket while reading the message. Similarly, an email about a new project requirement can help you create a task in a connected project management application.
To get started, open Zoho Mail and click the eWidget icon on the right side of the interface. Select an available extension from the app menu. Some integrations are enabled by default, while others require configuration under Settings to Integrations. You may also need an account with the connected application to use its features.
Extensions available in eWidget
Zoho Mail eWidget supports extensions across several business categories, including collaboration, customer support, project management, finance, and customer relationship management.
The available extensions help you connect email conversations to the work they require. Instead of copying information between applications, you can use supported integrations to access records and perform relevant actions from your inbox.
The following sections explain the main extension categories and how they can support your workflow. The exact applications available to you may vary depending on your account, region, plan, and current integration support.
Collaboration Extensions
Collaboration extensions help you coordinate meetings and discussions without leaving your mailbox. They are useful when an email conversation leads to a meeting, demonstration, or discussion with colleagues or customers.
Common collaboration extensions include:
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Zoho Meeting: Use the connected meeting service to coordinate online meetings and discussions.
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Zoom Meetings: Access supported Zoom meeting functionality through the integration.
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Webex Meetings: Connect your email workflow with supported Webex meeting features.
How collaboration extensions help
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Reduce the need to switch between email and meeting applications.
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Make it easier to move from an email discussion to a scheduled meeting.
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Support coordination with colleagues, customers, and external stakeholders.
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Help keep meeting-related activities connected to everyday communication.
Example: If a customer asks for a product demonstration, you can use the relevant meeting integration to coordinate the next step while handling the customer's email.
Help Desk Extensions
Help desk extensions connect your inbox to customer support and IT service management applications. They are particularly useful for support teams that receive customer complaints, technical questions, and service requests by email.
Common help desk extensions include:
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Zoho Desk: Access supported customer support tickets and related information.
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Zendesk: Work with supported ticketing functionality through the integration.
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Zoho Assist: Access supported remote assistance features.
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ServiceDesk Plus: Create and manage supported IT service requests from your mailbox.
What can you do with help desk extensions?
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Create support tickets from relevant customer emails.
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Search for existing tickets and review their details.
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View assigned requests and related information.
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Update or assign tickets when the integration supports those actions.
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Reduce the manual effort involved in transferring email information into a ticketing system.
For example, when a customer reports a technical problem, a supported help desk integration may let you create a ticket using details from the email. This reduces repetitive data entry and helps the support team track the issue through its normal workflow.
Best suited for: Customer support teams, IT help desks, service technicians, and businesses that manage requests through email.
Project Management Extensions
Project management extensions connect email communication with tasks, issues, and projects. They help teams turn requirements received by email into actionable work.
Common project management extensions include:
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Zoho Projects: Access supported project tasks, issues, bugs, and project information.
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Zoho Sprints: Connect your mailbox with supported agile project management activities.
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Asana: Access supported task and project functionality.
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Trello: Connect email-related work with supported boards and tasks.
How project management extensions improve productivity
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Create tasks based on requests received through email.
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Review assigned tasks and their status.
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Access relevant project information while reading a message.
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Track work that originates from customer or internal communication.
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Reduce the risk of important requests being overlooked in the inbox.
For example, if a colleague emails you a new website requirement, you can use a supported project management extension to create a task and move the request into your team's workflow.
The Zoho Projects extension can also use email content to help populate task or issue details, reducing the amount of information you need to enter manually.
Best suited for: Project managers, development teams, operations teams, and employees who regularly convert email requests into tasks.
Contact Management Extensions
Contact management extensions help you access additional information about people and organizations associated with your email conversations. Depending on the connected service, this may include professional profiles, company details, or other available contact information.
Contact information extensions include:
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Clearbit: Where supported, access business and contact enrichment information.
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FullContact: Where supported, access additional information associated with contacts.
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Benefits of contact management extensions
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Discover more context about a contact beyond their email address.
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Review available company or professional information.
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Support prospect research and relationship building.
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Reduce the need to search multiple applications while handling an email.
For example, when you receive an enquiry from a new business contact, a supported contact enrichment integration may help you identify relevant company information before you respond.
Important: The availability and accuracy of enriched contact data depend on the provider, its current services, and the information available for the person or organization. Check the connected provider's current offering before relying on a particular feature.
Zoho Finance Plus Extensions
Zoho Finance Plus extensions connect email communication with financial and business transaction applications. They are useful when an email relates to an invoice, estimate, expense, order, or subscription.
Finance-related extensions may include:
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Zoho Books: Access supported accounting information and financial transactions.
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Zoho Inventory: Work with supported inventory and order-related information.
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Zoho Invoice: Access supported invoicing functionality.
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Zoho Billing: Connect to supported billing and subscription workflows.
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Zoho Expense: Access supported expense management information.
The exact applications available depend on the integrations supported by your Zoho Mail account and the products you use.
How finance extensions help
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Access relevant financial records while handling customer emails.
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Reduce manual switching between the mailbox and finance applications.
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Help connect customer communication with invoices, estimates, or orders.
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Support faster follow-up on billing-related queries.
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Improve the flow of information between communication and financial workflows.
For example, if a customer emails asking about an outstanding invoice, a configured finance extension may help you find the relevant record without leaving your mailbox.
Best suited for: Finance teams, accountants, sales operations, business owners, and employees who handle billing or transaction-related communication.
Customer Relation Management Extensions
Customer relationship management (CRM) extensions connect email with customer and sales records. They help sales and account management teams understand who is contacting them and access relevant information before responding.
Common CRM extensions include:
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Zoho CRM: Access supported contact, lead, and customer information, along with relevant CRM activities.
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HubSpot CRM: Connect email workflows with supported customer relationship management features.
What can you do with CRM extensions?
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Look up existing contacts and leads.
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Review customer information associated with an email address.
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Access relevant sales records and activities.
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Create or update records where supported by the integration.
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Associate supported tasks, notes, events, or follow-up activities with customer records.
For example, when a prospective customer replies to a sales email, a configured CRM extension may help you review their existing lead record and determine the appropriate next step.
Why this matters: Sales conversations often contain information that needs to be recorded in a CRM. An eWidget integration can reduce duplicate data entry and help keep customer communication connected to the sales process.
E-Signature Extensions
E-signature extensions connect email with electronic document signing services. They are useful when business communication involves contracts, agreements, approvals, or other documents that require signatures.
Common e-signature extensions include:
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Zoho Sign: Connect your mailbox with supported electronic signature workflows.
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DocuSign: Access supported document-signing functionality through the integration.
How e-signature extensions help
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Connect email-related work with document signing.
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Reduce unnecessary switching between communication and signing applications.
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Support workflows involving agreements and approvals.
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Make it easier to access the relevant signing service while handling a business conversation.
For example, when a customer agrees to a proposal, you may need to prepare an agreement for signature. A supported e-signature integration can help you move into that workflow without searching for the signing application separately.
The exact actions available through eWidget depend on the connected service and its configuration. You may need to open the full application to complete certain signing tasks.
Other Extensions
In addition to the categories above, Zoho Mail provides other extensions and utilities that support everyday business activities. These integrations can help you manage documents, passwords, email campaigns, presentations, and other tasks from a connected workspace.
Examples of other extensions include:
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Mail Merge: Support personalised email communication using available mail merge functionality.
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Zoho Social: Access supported social media management features.
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Zoho Notebook: Connect with supported note-taking functionality.
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Zoho Vault: Access supported password and credential management features.
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Zoho ShowTime: Access supported presentation and training-related functionality.
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PGP: Manage supported encryption keys and email encryption workflows.
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Microsoft QnA Maker and Microsoft Sentiment Analysis: These appeared in earlier extension listings; verify current availability before relying on them, as third-party integrations can change.
How these extensions support your workflow
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Access frequently used tools from a central panel.
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Reduce the number of separate application tabs you need to manage.
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Connect relevant information to the email you are working on.
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Improve efficiency when handling recurring administrative tasks.
For example, if you need to retrieve a saved credential while responding to an email, a configured Zoho Vault extension can provide access to supported password-management features from within the mailbox.
Pinned Extensions
If you use several eWidget extensions, finding a particular application every time can slow you down. Pinned Extensions lets you place your frequently used applications directly in the right-hand navigation area of Zoho Mail.
Pinned extensions are displayed below the eWidget icon, making them quicker to access without opening the full extension menu each time.
How to pin an extension
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Sign in to Zoho Mail.
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Open the eWidget menu from the right-hand side of the mailbox.
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Locate the application you use frequently.
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Hover over the application in the menu.
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Click the Pin icon.
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The extension will appear in the right-side navigation area for easier access.
How to unpin an extension
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Open the eWidget menu or locate the pinned application.
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Find the extension you no longer need pinned.
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Use the available pin control to remove it from the pinned list.
The extension remains available through the eWidget menu, provided it is still enabled and accessible to your account.
Tips for managing pinned extensions
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Pin the applications you use daily rather than every application you occasionally need.
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Choose extensions that support your main workflow, such as CRM for sales or a help desk for customer support.
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Review your pinned applications periodically and replace those you no longer use.
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Remember that pinning an extension provides quicker access; it does not install the application or grant new permissions.
Zoho Mail's documentation states that you can pin up to five applications at a time. If you regularly use more than five extensions, mark additional ones as favorites instead.
Mark Extensions as Favorite
Favorites provide another way to organise eWidget. If you use an application regularly but do not want it occupying space in the right-hand navigation area, you can mark it as a favorite.
Favorite extensions appear near the top of the eWidget menu, making them easier to find. Unlike pinned extensions, they do not appear as separate icons in the right-side navigation area.
How to mark an extension as a favorite
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Open Zoho Mail and click the eWidget icon.
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Locate the application you want to prioritise.
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Hover over the application in the eWidget menu.
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Click the Favorite or star control, where available.
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Open the eWidget menu again to find the extension near the top of the list.
How to remove an extension from Favorites
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Open the eWidget menu.
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Locate the extension marked as a favorite.
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Use the available favorite or star control to remove it from your favorites list.
The extension should return to its normal position in the menu. It remains available as long as the integration is enabled and supported.
Pinned Extensions vs. Favorite Extensions
| Feature | Pinned Extensions | Favorite Extensions |
| Where they appear | In the right-side navigation area below the eWidget icon | Near the top of the eWidget menu |
| Main purpose | Quick, direct access to frequently used applications | Prioritise applications without adding more icons to the navigation area |
| Maximum number | Up to five pinned applications | No fixed maximum stated in Zoho Mail's documentation |
| Best for | Applications used throughout the working day | Applications used regularly but not often enough to pin |
Which should you choose?
Pin your most frequently used applications when you want them visible in the right-side navigation area. Use Favorites for other extensions you want to find quickly without adding more icons.
For example, a sales employee might pin Zoho CRM and mark Zoho Books and Zoho Meeting as favorites. This keeps the most frequently accessed tool immediately available while making the other integrations easy to locate.
