Start your free trial
English (United States) Español Français

How to configure your Zoho CRM integration settings

  • Updated
The Zoho CRM integration allows you to customize exactly how your calls, messages, and contacts synchronize with your database. In this guide, you’ll learn how to configure your integration settings to ensure your communications are perfectly logged and organized to match your workflow.

Configuring Zoho CRM Integration

If you want to configure your integration, here is what each option means:

  1. Call types : Select "Manage call types" to choose the types of calls you want to be included in your integration.

  2. Include recordings in call logs : Use the dropdown menu to determine which call recordings should be attached to your CRM call logs.

  3. Phone numbers : Select "Select numbers" to specify which phone numbers should be tracked in the integration.

  4. SMS messaging numbers : Select "Select numbers" to choose the specific numbers for which SMS messages will be logged.

  5. Whatsapp messaging numbers : Select "Select numbers" to assign the numbers that will sync WhatsApp messages to your CRM.

  6. Link users with an account : Select "Manage users" to map your Ringover users to their corresponding CRM accounts.

  7. Assign missed IVR calls to : Use the dropdown menu to select which CRM user should automatically be assigned any missed calls from your IVR.

  8. Log internal calls : Toggle this switch to enable or disable the logging of internal calls made between your team members.

  9. Include Empower summaries and transcripts in call logs : Toggle this option to automatically attach AI-generated Empower summaries and transcripts to your CRM call logs.

10. Log Empower meeting summaries : Toggle this switch to automatically log your Empower meeting summaries directly into the CRM. 

11. Include scenario name in call logs (for incoming IVR calls) : Enable this option to display the specific IVR scenario name within the details of logged incoming calls. 

12. Select contact manually : Toggle this feature to allow users to manually choose which contact a communication should be logged under. 

13. Logs display language : Use the dropdown menu to set your preferred language (e.g., English) for how call logs are displayed. 

14. Link tags to call type : Enable this option to automatically associate your Ringover tags with specific call types in the CRM. 

15. Link tags to call outcome : Enable this option to map your Ringover tags to their respective call outcomes in your CRM. 

16. Type of object created : Use the dropdown menu to define what type of CRM object (such as Contacts) is automatically created for new interactions. 

17. Set SMS task status as : Use the dropdown menu to select the default completion status (e.g., Completed) for logged SMS tasks. 

18. Set WhatsApp task status as : Use the dropdown menu to designate the default completion status for logged WhatsApp task records. 

19. Link activities to non-closed deals : Toggle this option to automatically associate incoming communications with active, open deals in your CRM. 

20. Log WhatsApp messages : Toggle this switch to enable or disable the synchronization of WhatsApp messages into your CRM logs.

21. Group WhatsApp conversations by : Use the dropdown menu to determine how WhatsApp messages are grouped together (e.g., as a Full conversation) in your logs. 

22. Create contact for calls : Use the dropdown menu to configure whether or not a new contact page should be automatically created when you receive a call from an unknown number. 

23. Create contact for SMS messages : Use the dropdown menu to define if a new contact should be generated when receiving an SMS from an unrecognized number. 

24. Create contact for WhatsApp messages : Toggle this option to automatically create a new contact in your CRM when receiving a WhatsApp message from a new number. 

25. Sync contacts (v4) : Enable this toggle to activate the version 4 contact synchronization between Ringover and your CRM. 

26. Sync contacts on a call-by-call basis : Toggle this setting to synchronize contact information only when a specific call occurs. 

27. Display contact's info during call and only store their info if call-by-call basis is activated : Enable this switch to show contact details while ringing and conditionally store them based on your call-by-call sync settings. 

28. Mapped fields : Select "Add or edit fields" to match your Zoho CRM fields (like First Name, Last Name, and Phone) to the information displayed in your dialer.

 

🎉 You now know how to configure your Zoho CRM integration settings and can easily keep all your communications perfectly synced!