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✅ Automatically creates Phone Call entity on incoming or outgoing call calls and pre-populates fields
✅ Provides the link to a Phone Call entity to open it from the Ringotel desktop app
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✅ Imports contacts from the CRM into the Contact lists of the Ringotel users
Before installing the integration
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Before installing the integration, you would need to must first finish a few steps on the Zoho API Console first.
Navigate to https://api-console.zoho.eu (or https://api-console.zoho.com, depending on where is your Zoho account is located) and log in with your Zoho credentials.
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In the Create New Client form, specify the following:
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Client Name: the name of the application, e.g., Ringotel
Homepage URL: https://shell.ringotel.co
Authorized Redirect URIs: https://shell.ringotel.co/services/Zoho
Click Create button.
When the application is createdAfter creating an application, switch to the Client Secret tab and copy the Client ID and Client Secret values into the appropriate fields in your Ringotel Shell ZohoCRM integrations settings.
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Click “Set up Integration” in the ZohoCRM integration and provide Client ID and Client Secret values from the previous step. In the Zoho domain entern enter the base Zoho domain where you your Zoho account is created (e.g., zoho.com , zoho.eu)
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Click Enabled and then Save Changes. You will then be redirected to the CRM webpage for authentication.
After the successful authentication, accept the requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalize the integration.
In the Ringotel Shell portal, map your ZohoCRM users with the once created in Ringotel users. Users with the same email address in both systems will be mapped automatically.
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The integration provides automatic contacts contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.
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Switch to the ZohoCRM tab, which should appear if the integration is successfully configured.
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Once the contacts are loaded, click the Import button to start the import. It may take some time to finish, depending Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished on in the background.