The Ringover integration with Zoho Bigin allows you to streamline your small business sales operations by syncing contacts, calls, SMS, and WhatsApp communications directly with your CRM. In this guide, you’ll learn how to activate the integration, authorize access permissions, and configure integration settings.
Prerequisites
- An active Ringover Business account.
- Administrative or technical account permissions in Ringover.
- Matching email addresses between your Ringover and Zoho Bigin accounts.
Set up and configure Zoho Bigin integration
1. Activate Zoho Bigin in Ringover
💡 Install the Ringover Chrome or Firefox Extension to enable one-click Click-to-Call directly on contacts in Zoho Bigin.
Connect your Zoho Bigin account to Ringover to establish data synchronization.
- Log in to your Ringover Dashboard.
- Go to Store > Integrations.
- Search for Zoho Bigin and click on it.
- Click Activate.
- Enter your Zoho login credentials in the authentication window.
- Grant Ringover permission to access your Zoho Bigin data.
2. Configure your Zoho Bigin integration settings
Customize call logging, message tracking, and dialer field behavior to fit your team's workflow.
- Call types: Manage and filter categories for inbound, outbound, or missed calls.
- Include recordings in call logs: Select which audio recordings (e.g., "All files") are attached to call logs.
- Restrict access to recordings: Toggle switch to limit user permission to access call recordings.
- Phone numbers: View and manage connected phone lines or select specific numbers.
- SMS messaging numbers: Select and manage phone numbers designated for SMS messaging.
- Link users with an account: Map Zoho Bigin users or agents to their corresponding system account via "Manage users".
- Log internal calls: Toggle switch to automatically log internal team calls within Zoho Bigin.
- Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
- Log Empower meeting summaries: Toggle switch to save Empower meeting summaries to activity logs.
- Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
- Logs display language: Select the language used to display call log information (e.g., "en").
- Set SMS task status as: Choose default status applied to logged SMS tasks (e.g., "Completed").
- Set WhatsApp task status as: Choose default status applied to logged WhatsApp tasks (e.g., "Completed").
- Log WhatsApp messages: Toggle switch to automatically save WhatsApp chat messages to CRM logs.
- Create contact for calls: Choose when new contacts are automatically created during calls (e.g., "No contact page created").
- Create contact for SMS messages: Choose whether incoming/outgoing SMS messages trigger automatic contact creation (e.g., "None").
- Create contact for WhatsApp messages: Toggle switch to automatically generate new CRM contacts from WhatsApp conversations.
- Sync contacts (v4): Toggle switch to enable general contact synchronization with Zoho Bigin.
- Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronization individually as each call occurs.
- Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to show contact details on the dialer during calls while conditionally restricting storage unless call-by-call sync is enabled.
- Mapped fields: Select Zoho Bigin fields to display in the dialer's Info section.
🎉 You now know how to set up the Zoho Bigin integration and can seamlessly manage all customer communications directly from your CRM!