Zoho CRM integration
How to connect Zoho CRM with the sipgate App for automatic synchronization of contacts and call activities.
In the sipgate app, you have direct access to your Zoho CRM contacts. This means you can always see who is calling and do not have to switch between different tools. Your contacts are automatically synchronized between the sipgate app and Zoho. Any changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Zoho CRM. In addition, all call notes are synchronized with Zoho at regular intervals. This way, you are always up to date and know when you spoke to which of your contacts and what you noted down about your conversation.
Important: Linking BIGIN with sipgate is not possible.
How do I set up the Zoho integration in the sipgate app?
Select integration
Click the gear icon on the left in the sipgate app and select the item Integrations from.
Under the item Integrations look for the entry Zoho CRM and click the button Connect with Zoho CRM. 
Log in to Zoho
Log in to your Zoho CRM instance.
Agree to exchange
Then agree to the exchange between the apps.
Confirm connection
You have now successfully connected Zoho CRM and the sipgate app.
Tip: Depending on the number of contacts to be integrated, it may take a few minutes until they are displayed in full. Currently, contacts are synchronized every 60 minutes. After a rejection, it is not possible to synchronize contacts for 24 hours.
What permissions does a Zoho user need?
Tip: To load the Zoho contacts via the API, it is necessary for the admin to grant the user the appropriate permission. This can be done via Settings ➔ Security Control ➔ Profiles ➔ User's profile ➔ select user ➔ allow "Zoho CRM API Access" be made.
In addition, the following permissions should be checked to ensure that they are enabled:
Read search
manage notes data
manage accounts data
Allows to read bulk CRM data
manage contacts data
manage org data
manage calls data
manage leads data
manage deals data
More information can be found in this article.
How do I log call notes in Zoho?
Call notes can be logged in three different ways:
During the call
directly after the call (10s post-processing)
later via call list / inbox
Tip: Please note that at the moment you can only log notes for existing contacts. Therefore, please check whether there are no duplicate contacts in Zoho CRM. If you are called by a number that is not saved, you have the option of adding this number to your contacts during the call and creating a note. To do so, go during the call to Option → Create new contact → Zoho CRM.
Important: If you want to attach the notes to the deals, only open deals will be shown.
Create call notes during the call
During a call with the sipgate desktop app, you can click on Call log This opens a text field where you can create notes directly. These notes are then saved immediately in Zoho CRM. In the assignment, contact and/or Lead should be selected. Please note that call logging is not possible for custom Zoho fields such as: customer/company/supplier etc.
Create call notes directly after the call
As soon as a call has ended, a text field opens with 10 seconds of post-processing, in which the notes for the call can be saved. In the assignment, contact and/or Lead should be selected.
Create call notes later via call list/inbox As soon as a call has ended, you can still find the call later in the call list/inbox and add a note to the call, which will be transferred to the CRM. In the assignment, contact and/or Lead should be selected. If no assignment is displayed, a contact must first be created and then assigned so that the note can be saved to the contact.
Which fields are used for logging?
The following fields are synchronized between the sipgate app and the CRM.
Contact name: for displaying the name Mobile: save number without spaces/special characters (in the app as Private) Home phone: save number without spaces/special characters (in the app as Private) Office phone: save number without spaces/special characters (in the app as Other) Tel: save number without spaces/special characters (in the app as Business)
If you use another field, you can call the number via Click2Tel, but you will not see the name. In addition, in this case call logging for the contact is not available.
How does Click2Dial work with Zoho CRM?
Open a contact in Zoho CRM and click the green handset. The internet browser should now ask whether "sipgate" should be opened. For this, sipgate must be assigned for TEL: links. If another app opens, you will find the settings for Windows or for MacOS. In the sipgate app → settings → Advanced **→** Extensions: you can set whether you want to select the sender number in advance or whether calls should always be made from the same sender number.
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