| Info |
|---|
If you are using Zoho One, please navigate to Zoho One CRM for the integration guide. |
Zoho CRM is a customer relationship management application with features like procurement, inventory, and some accounting functions from the realm of ERP.
...
✅ Identifies contacts on incoming call✅ Automatically creates Phone Call entity on incoming or outgoing call and pre-populates fieldsand outgoing calls.
✅ Provides the link to a Phone Call entity to open it from the Ringotel desktop app✅ Creates contacts in CRM access to your CRM contacts from the Ringotel mobile or desktop app interface.
✅ Imports contacts from the CRM into the Contact lists of the Ringotel users
Before installing the integration (beta only)
Before installing the integration, you would need to 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.
Once logged in, click on + Add Client button to create a new application.
...
Choose a Server-based Applications type.
...
In the Create New Client form specify the following:
...
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 created, 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.
...
✅ Automatically sync contacts with the CRM when creating them from the Ringotel mobile or desktop app.
✅ Automatically creates Phone Call entity on incoming or outgoing calls.
✅ Pre-populates call subject and call comment fields.
✅ Provides links to a Contact and Phone Call entity to open it from the Ringotel app
Get started
Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab
...
Click “Set up Enable Integration” in the ZohoCRM integration and provide Client ID and Client Secret values from the previous step.
...
Click Enabled and then Save ChangesZoho CRM integration and specify in the Zoho domain field enter the base Zoho domain where your Zoho account is created (e.g., zoho.com , zoho.eu, zoho.com.au, zoho.in, zoho.com.cn, or zoho.jp, zohocloud.ca).
| Info |
|---|
Please specify the domain name in lowercase. |
With Allow users to create/edit records in Zoho CRM and/or Allow users to delete records in Zoho CRM options users will be able to create/edit and/or delete contacts in Zoho CRM via the Ringotel app.
...
Click Save & Continue. 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.
...
Click Save changes. Now the integration should be configured for the mapped users.
Import CRM contacts
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.
Navigate to your Organisation -> Contacts, then click Import button.
Switch to the ZohoCRMZoho CRM tab, which should appear if the integration is successfully configured.
...
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.