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Enable the Zoho CRM integration

  • Updated

Why integrate with Zoho CRM? 

Automatically log inbound and outbound calls, record them and click to call inside Zoho CRM.

Key Features:

  • Call leads and contacts, with a single click and without leaving Zoho CRM 😎

  • Automatically log inbound and outbound calls, voicemails, text messages and missed calls with all the details you need for reporting and monitoring of your agents 📈

  • Toky automatically syncs with Zoho's phone records so every time you receive a call, you will know who is calling 👀

Before you start, you need to take into account the following points:

  • The synchronization time will depend on the number of contacts you have in Zoho CRM 📊

  • Every 10 minutes a synchronization process is performed for new contacts/leads ⏱

  • If a contact was recently added and a call is made to that contact, the call record will appear in the contact's profile after the next synchronization.

Enable the Zoho Inetgration

To integrate Toky with Zoho CRM you must go to the Zoho integration settings panel do the following:

  • On the Zoho configuration section, click on Connect. This will open a new window requesting your authorization for Toky integration

  • Click on Accept to return to Toky

  • The system will start synchronizing contacts for the first time. The synchronization time will depend on the number of contacts you have in Zoho CRM.

  • After the synchronization ends, you must select your Zoho domain

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  • Select the events you want Toky to send to Zoho CRM

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  • Select the language for your notifications

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  • Assign your Zoho agents to the corresponding Toky agent. This step must be done carefully, because it's used by Toky to log events to the right agent.

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  • Make sure the Enable option is checked and click on Save Changes

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Note: 

  • Every 10 minutes synchronization process is performed for new contacts/leads

  • If a contact is recently added and a call is made to that contact, the call record will appear in the contact's profile at the next synchronization

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