Ringotel's out-of-the-box integration with the Zoho CRM provides the following features:
✅ Identifies contacts on incoming and outgoing calls.
✅ Provides access to your CRM contacts from the Ringotel mobile or desktop app.
✅ Imports contacts from the CRM into the Contact lists of the Ringotel users
✅ Automatically sync contacts with the CRM when creating them from the Ringotel mobile or desktop app.
✅ Automatically creates Phone Call entity on incoming or outgoing calls from Contacts and Leads.
✅ Pre-Populates call subject field with the other party number.
✅ Provides links to a Contact and Phone Call entity to open it from the Ringotel app
✅Syncs call recording, call subject, and call comment with the corresponding call activity record in CRM.
Important
If you are signing into your Zoho account via the Zoho One portal, please use the Zoho One integration instead.
If you are using Ringotel Shell branded portal (under your own domain), you will need to create a custom Zoho CRM integration as the standard integration will result in an Invalid Redirect URL error.
Get started
Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab
Click “Enable Integration” in the Zoho CRM integration and specify in the Zoho domain field enter the base Zoho domain where your Zoho account is created (e.g., zoho.com , zoho.eu, zoho.com.au, zoho.in, zoho.com.cn, or zoho.jp, zohocloud.ca).
Please specify the domain name in lowercase.
For Zoho One users
For Zoho One users
In the Organization domain field enter your Zoho organization ID which you can find in your Zoho One portal URL, for example, https://one.zoho.com/zohoone/ringoteltest (where “ringoteltest“ is an organizaiton ID) or via Zoho One Portal → Configure settings → Directory → Organization.
With Allow users to create/edit records in Zoho CRM and/or Allow users to delete records in Zoho CRM options users will be able to create/edit and/or delete contacts in Zoho CRM via the Ringotel app.
Click Save & Continue. You will then be redirected to the CRM webpage for authentication.
After the successful authentication, accept the requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalize the integration.
In the Ringotel Shell portal, map your ZohoCRM users with the Ringotel users. Users with the same email address in both systems will be mapped automatically.
Click Save changes. Now the integration should be configured for the mapped users.
Troubleshooting
If you encounter any issues during the integration process, please check our troubleshooting guide or contact our team for further assistance.