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Zoho CRM. Additional settings
Katerina Tverdochleb avatar
Written by Katerina Tverdochleb
Updated over a week ago

Sending additional information to ZohoCRM

This integration section includes several tabs:

  1. Default Parameters

Here are the parameters that are automatically sent to ZohoCRM when the integration is active

2. Parameters for deal/contact/lead

In these three tabs, you can configure the connections Information from RingostatZohoCRM Field, to which the selected parameter should be sent.

Using this setting, you can send additional parameters to your CRM. The ZohoCRM fields that can be selected are user fields that you have created in your ZohoCRM account.

To do this, go to CRM –> Setup –> Customization –> Modules and Fields –> Leads –> Fields.

Note that the user field type must be "String". You cannot choose two identical ZohoCRM fields to send two different Ringostat parameters.

Sending deals to selected stages

You can set up the creation of deals in the stage you need according to a certain rule. To do this, expand the block with the setting for sending deals to selected stages and add a new rule:

You need to select a funnel from your CRM (1).

In field (2), select the required Ringostat parameter from the list, by which you want to link the creation of deals in the selected funnel.

And in field (3), you need to specify the parameter value by which it is necessary to determine that the deal will be created in the specified funnel.

For example, to transfer calls from the "CPC" pool to the "Default / Got the 1 stage" deal stage, you need to select the required stage in the first field, set the condition in the second field – Pool Name, in the "Parameter value" field specify the name of the required pool (in this case "CPC").

If entities in ZohoCRM are already being created by third-party integration

If entities in ZohoCRM are already being created by third-party integration, you can send information about the call and UTM tags.

To do this, you need to configure the integration scenario as follows:

Option 1. If you need to update data in leads

Option 2. If you need to update data in contacts

Option 3. If you need to update data in deals

There is one main condition in this setting — your integration should create an entity in the CRM earlier than the integration with Ringostat. That is, at the moment of the call or picking up the phone, otherwise it will not be possible to update the data.


  1. Ringostat searches for a contact and deal or lead by the caller's number in full international format: +380671234567, +38-067-123-4567, 380671234567. If in the lead/deal/contact created by another integration, the number is written in a different format (for example, in local 0671234567) then the integration will create a duplicate lead, deal and contact.

  2. The project has an integration connection with only one of the CRM systems located on the integration platform.

Storing call data for integration with ZohoCRM CRM

When integrating Ringostat and ZohoCRM CRM, call data is automatically sent to the latter: their audio recordings, information about client’s number, call status, as well as UTM tags.

But sometimes there may be a malfunction in the integration. For example, the user whose access was used to activate the integration changed the password to the CRM personal account. In this case, a new API token is generated, which connects the integration, and Ringostat can no longer transfer call data to the CRM system without knowing the current token. As a result, data about subsequent calls will not be received by the CRM system.

To avoid such situations, it is necessary to activate an additional setting.

If the integration breaks, it is enough to activate it again and check the box "Send data to CRM after re-activating the integration":

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

If the option is enabled, then after reactivating the integration, Ringostat will send all stored data to your CRM for the last 3 days, 2 previous and current.

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