Zoho CRM

Owned by Alex Brainin
Last updated: Dec 17, 2024
3 min read

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.

Ringotel has out-of-the-box integration with the Zoho CRM. The integration provides the following features:

✅ Identifies contacts on incoming and outgoing calls.

✅ Provides access to your CRM contacts from the Ringotel mobile or desktop app.

✅ Imports contacts from the CRM into the Contact lists of the Ringotel users

✅ 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 from Contacts and Leads.

✅ Pre-Populates call subject field with the other party number.

✅ Provides links to a Contact and Phone Call entity to open it from the Ringotel app

✅Syncs call recording, call subject, and call comment with the corresponding call activity record in CRM.

 

Before you start:

If you are using Ringotel Shell branded portal (on your own domain), you will need to create your own Zoho CRM integration as the standard integration will result in an Invalid Redirect URL error.

Get started

Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab

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Click “Enable Integration” in the Zoho 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).

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.

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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 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 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 Zoho CRM tab, which should appear if the integration is successfully configured.

Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. 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 in the background.

Troubleshooting