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Zoho CRM. Configure the integration
Zoho CRM. Configure the integration
Eugene Zastup avatar
Written by Eugene Zastup
Updated over a week ago

Setting up the required fields

You should set up the fields for sending such parameters into the deals to see the UTM parameters in your CRM system.

To display these fields, you should create such fields manually:

  • rs_utm_source;

  • rs_utm_medium;

  • rs_utm_campaign;

  • rs_utm_term;

  • rs_utm_content;

  • rs_google_client_id.

  1. Go to "Setup" => "Customization" => "Modules and Fields" => "Leads":

  2. Next, in the "Fields" section, click "Create & Edit Fields":

  3. Add a new section for the UTM parameters.

  4. Then add the "Multi-Line" type of field to your new section. Input your parameter name there too.

  5. After that, go and edit the properties.

  6. Allow the system to create such a field in the contacts and deals.

  7. After adding all fields, save the settings.

    In the final part of the setting, the fields will appear in leads, contacts and deals:

Configuring the integration

Once you activated the integrations, follow the next steps of configurations.

Setting up the employees for integration

  1. Connect your employees' profiles from Ringostat with their accounts in Zoho CRM:

  2. Then set up the TOP manager for the integration.

    A TOP manager is responsible for:

    • Assigning all new leads/deals/tasks to the agents for if the integration created the entities before the call was answered.

    • Assigning new leads/deals/tasks for the missed calls. The TOP manager will be attached to such entities as a responsible one. So then they could reassign the lead/contact/deal to another employee for further contact with the client.

    • Assigning tasks if the call is received on a number/sip account that is not set to one of the employees.

Transferring additional information to Zoho Desk

  1. Default settings. Here are the parameters that are automatically transferred to Zoho CRM fields when the integration is enabled.

  2. Parameters for deal, contact or lead.

    You can configure sending different parameters from Ringostat to Zoho CRM in these two tabs.

    For example, you can send the pool's name from call tracking.

Note that the user field type must be "String". You cannot select two identical Zoho Desk fields to transfer two different parameters from Ringostat.

Sending deals to selected stages

Also, you can send the deals to different stages in your CRM system.

To enable it, set up the rule, so the integration will follow it.

  1. Select the "Deal stage".

  2. Then select the Ringostat parameter for your rule. So the system will filter the deals according to this parameter before creating the deal.

  3. Input the parameter value for the rule.

For example, you want to send the deals from static call tracking to another deal stage. The configuration will look like this:

Integration scenarios

You can use default settings for the integration scenarios or set up your settings.

Let's check the logic of the default scenario.

Call data storage for Zoho Desk CRM integration

The integration automatically sends all details for the calls to your CRM system. But sometimes a breakdown can happen. For example, if the user, who activated the integration, changed the password to the personal CRM account. In this case, integration requires a new API token. Otherwise, it won't work correctly.

To avoid such situations, you should re-activate it and mark the "Send data to CRM after re-activating the integration" check box:

The check box appears after disabling the integration. Before re-activating the integration, you need to check the box.

Once you make these steps, Ringostat will send all accumulated data to your CRM for the last 3 days: the previous 2 days and the day of re-activation.

Responsible manager configuration

There will be no secret that every business owner tries to automate business processes as much as possible.

To solve these issues and for the convenience of using telephony, we recommend setting up call forwarding to a responsible manager.

How does it work?

  1. Ringostat will search for open entities according to the sequence in the settings.

  2. The call will be forwarded to the directions of the responsible manager in the first found entity.

  3. If the person responsible for the entity is not found, the call will be redirected to the next direction in the scheme or terminated if there are no directions.

To do this, you need to take the following steps:

  1. Create a forwarding block, with the direction "Responsible manager".

  2. Select the call direction priority.

For example, with this setting, Ringostat will first check the person responsible for the contact and only then for the deal.

The configuration is ready. You can use the integration now. ;)

In the project, an integration connection is available only with one of the CRM systems that are based on the integration platform.

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