Zoho is a software company that offers a suite of cloud applications designed for business management. Their products include tools for collaboration, project management, accounting, CRM (Customer Relationship Management), document creation, and many others.
Ringover integration in the Zoho CRM allows you to benefit from:
- One-click Chrome extension for calling (Extension Chrome & Firefox).
- Calls recorded with notes, tags, and transcription.
- SMS logged as tasks.
- WhatsApp conversations logged as tasks.
- Synchronization of Contacts, Leads, and Accounts.
- CRM fields integrated into the dialer.
- Call logs associated with deals.
Prerequisites:
- You must have a Ringover Business or Advanced account to benefit from this integration 💳
- The integration must be performed by an administrative or technical account in Ringover 👨💼
- The integration must be done with a Zoho administrator account.
Step 1: Activation
💻 Go to Dashboard>Store>Integration.
- Search for "Zoho CRM" and click on "Activate",
- Enter your Zoho login credentials,
- Choose your organization if multiple options are available
- Finally, grant Ringover permission to access your Zoho data.
Step 2: Configure your Zoho CRM Integration
Customize the behavior of the integration based on your requirements through the settings. To do this, go back to Dashboard>Store>Integration and click on 'Configure' next to Zoho CRM.
For more information on the configuration, check out our dedicated section "How to configure your tool?"
There you go, your integration is all sorted!🎉
FAQ
The synchronization of my Zoho contacts with Ringover failed. How can I fix this issue?
You need to check that each Zoho object you want to sync with Ringover has the 'Modified by' and 'Created by' fields set to 'Read & Write'.
After making these adjustments, the synchronization should work without interruption. ✅