Zoho and phone.systems™ Integration

Connecting phone.systems™ with Zoho CRM allows you to manage customer calls and track important information. When the two systems are linked, contact details can be automatically synchronized, and call history can be logged in Zoho. The integration includes the following features:

• Sync contacts automatically: Keep contacts, leads and company details updated in phone.systems™ and Zoho CRM.

• Call journaling: All incoming and outgoing calls are logged in Zoho CRM for tracking and reference.

• Create new contacts automatically: When an unknown number calls, a new contact, lead or company is created in Zoho CRM automatically.

• User association for call journaling: Associating users enables call journaling between phone.systems™ and Zoho. Unassociated users will not receive call details in Zoho CRM.

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Connecting phone.systems™ with Zoho

This guide provides detailed steps on integrating phone.systems™ with Zoho using Zoho API Console. Follow the instructions below to complete the setup process.

Note

To connect phone.systems™ with Zoho, you will need the Client ID and Client Secret, which can be obtained from the Zoho developer account.

Step 1: Sign in to your Zoho account or create a new account

To begin, go to the Zoho CRM page and Sign In to access an existing account or create a new one.

Step 2: Open Zoho API console

After signing in to your Zoho account, go to Zoho API Console page and click Get Started.

Fig. 1. Open Zoho API Console Page

Step 3: Create server-based application

In the Choose Client Type section, find the Server-based Applications block and select Create Now.

Fig. 2. Create Server-based Application

Step 4: Enter client name and homepage URL

On the Create New Client page, enter your Client Name and Homepage URL.

Fig. 3. Enter client name and homepage url

Step 5: Launch phone.systems™ and create Zoho connection

1. Open a new browser tab, log in to your DIDWW account, and launch phone.systems™ .

2. In phone.systems™, go to Settings > CRM Integrations.

3. Click Connect to link Zoho app with phone.systems™.

Fig. 4. Create Zoho connection in phone.systems™

Step 6: Copy and paste the Redirect URL

On the phone.systems™ Zoho connection page, copy the Redirect URL.

Fig. 5. Copy the Redirect URL

Open the Zoho create new client page, and paste the Redirect URL in the Authorized Redirect URLs.

Fig. 6. Paste the redirect URL

Step 7: Create the app

After entering the required fields (Client Name, Homepage URL, and Authorized Redirect URLs), click Create.

Once the app is created, the app credentials (Client ID and Client Secret) will be generated.

Fig. 7. App credentials

Step 8: Copy and Paste the Client ID and Client secret

Copy the Client ID and Client secret from the Zoho API Console application page, then Paste them into the respective fields on the phone.systems™ Zoho connection page.

Fig. 8. Paste Client ID and Client secret into phone.systems™

Step 9: Connect the application to Zoho

To complete the connection, click Connect on the phone.systems™ page. Review the access permissions for Zoho CRM, and if you agree, click Accept.

Note

To ensure a successful connection, grant permission for phone.systems™ to access Zoho CRM data. Without permission, the connection cannot be completed.

Fig. 9. Confirm Access To Connect with Zoho Account

When access is granted, you will be redirected to the phone.systems™ CRM Integrations page. Zoho will then appear under Active Integrations, and after synchronization, its status will update to Connected.

Note

phone.systems™ will automatically synchronize data and establish a connection with your main Zoho account. The app will also be installed in Zoho CRM.

Fig. 10. Active Zoho connection in phone.systems™

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Synchronizing Contacts, Companies, and Leads

After connecting, you can perform a one-time synchronization to import your existing data from Zoho into your phone.systems™ address book.

1. Navigate to Settings > CRM Integrations.

2. Locate the active Zoho integration and click the actions menu icon.

3. Select Change synchronization options from the dropdown menu.

   

   Fig. 11. Synchronization options.

4. In the Synchronize contacts from, use the toggles to select whether you want to import Contacts, Companies, Leads, or a combination.

5. Click Submit to begin the synchronization.

   Note

   This is a one-time import. For ongoing, automatic creation of new contacts from calls, see the Auto Contact Creation settings below.

   

   Fig. 12. Synchronization window.

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Configuring Zoho Settings

Once the integration is active, you can customize its behavior. To access these options, navigate to Settings > CRM Integrations and click the Settings icon next to your Zoho connection.

Fig. 13. Zoho integration settings button.

Important

The following settings apply only to numbers with Call journaling enabled. Call journaling must be configured separately for each number on the Edit phone numbers page.

Fig. 14. Zoho integration settings.

Auto Contact Creation

This feature automatically creates a new contact or lead in Zoho when a call is handled from a number that does not match an existing record in your CRM.

Setting	Description
Inbound calls	When enabled, a new record will be created in Zoho for all inbound calls from unknown numbers.
Outbound calls	When enabled, a new record will be created in Zoho for all outbound calls to unknown numbers.
Contact type	Select the default record type (Contact or Lead) to be created automatically.

After configuring these options, click Save to apply your changes.