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✅ Provides links to a Contact and Phone Call entity to open it from the Ringotel app
Before installing the integration
Before installing the integration, you must first finish a few steps on the Zoho API Console.
Navigate to https://api-console.zoho.eu (or https://api-console.zoho.com, depending on where your Zoho account is located) and log in with your Zoho credentials.
Once logged in, click on + Add Client button to create a new application.
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Choose a Server-based Applications type.
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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.
After 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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Get started
Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab
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Click “Set up Enable Integration” in the ZohoCRM Zoho CRM integration and provide Client ID and Client Secret values from the previous step. In specify in the Zoho domain field enter the base Zoho domain where your Zoho account is created (e.g., zoho.com , zo hozoho.eu, zoho.com.au, zoho.in, zoho.com.cn, or zoho.jp).
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With Write “Allow users to create/edit records in Zoho CRM”and/or Delete “Allow users to delete records in Zoho CRM“options users will be able to create/edit and/or delete contacts in HubSpot Zoho CRM via the Ringotel app. |
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Click Enabled and then Save Changes& Continue. You will then be redirected to the CRM webpage for authentication.
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