> For the complete documentation index, see [llms.txt](https://help.sipgate.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sipgate.de/cloud-telefonanlage/en/connections-and-integrations/integrationen-fur-die-sipgate-app/zoho-crm-integration.md). # Zoho CRM integration This is how you connect Zoho CRM with the sipgate app for automatic contact and call activity synchronization. In the sipgate app, you have direct access to your Zoho CRM contacts. This means you can always see who’s calling and don’t have to switch between different tools. Your contacts are automatically synced between the sipgate app and Zoho. Any changes or new contacts you add in the sipgate app during or after a call are automatically saved in Zoho CRM. Call notes are also synced with Zoho at regular intervals. This keeps you up to date and lets you know when you spoke with each contact and what you noted about the conversation. {% hint style="danger" %} **Important**: It is not possible to connect BIGIN with sipgate. {% endhint %} #### **How do I set up the Zoho integration in the sipgate app?** {% stepper %} {% step %} **Select the integration** In the sipgate app, click the gear icon on the left and select **Integrations** Under **Integrations** search for the entry **Zoho CRM** and click the button **Connect to Zoho CRM**. ![Bildschirmfoto vom 2025-04-09 14-17-13.png](https://4045603198-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg0qj71PeONPljdPedXLf%2Fuploads%2Fgit-blob-ca8ff9a864a6af0b738f25c9f333f02a1f2334f8%2FBildschirmfoto%20vom%202025-04-09%2014-17-13.png?alt=media\&token=78322e1d-bde9-42df-9066-8c8c63f6be1c) {% endstep %} {% step %} **Sign in to Zoho** Sign in to your Zoho CRM instance. ![Screenshot from 2025-04-22 12-40-52.png](https://4045603198-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg0qj71PeONPljdPedXLf%2Fuploads%2Fgit-blob-070d9f6bf5517d150de6b3594c8eb644c7cc8e90%2FBildschirmfoto%20vom%202025-04-22%2012-40-52.png?alt=media\&token=3185bc9c-f2a6-4b90-98af-a1c3cc6f52ae) {% endstep %} {% step %} **Approve data exchange** Then approve data sharing between the apps. ![zoho.png](https://4045603198-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg0qj71PeONPljdPedXLf%2Fuploads%2Fgit-blob-5c83376816bd22896537006171738ffd4ed2ece3%2Fzoho.png?alt=media\&token=61bee0ac-f1c6-47ec-9d9c-3b95f3f96614) {% endstep %} {% step %} **Confirm the connection** You have now successfully connected Zoho CRM and the sipgate app. {% hint style="info" %} **Tip:** Depending on the number of contacts to be integrated, it may take a few minutes for them to appear in full. Contacts are currently synced every 60 minutes. After a rejection, contacts cannot be synced for 24 hours. {% endhint %} {% endstep %} {% endstepper %} #### **What permissions does a Zoho user need?** {% hint style="info" %} **Tip:** To load Zoho contacts via the API, an admin must grant the user the appropriate permission. This can be done under **Settings/Einstellungen ➔ Security Control/Sicherheitseinstellungen ➔ Profiles ➔ User's profile/Benutzerprofil ➔ Select user ➔ Allow "Zoho CRM API Access"** . {% endhint %} You should also check that the following permissions are enabled: * Read secureseach * 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 You can find more information [in this article](https://help.zoho.com/portal/en/kb/crm/security-control/profile-management/articles/manage-profile-permissions#Module_Permissions). #### **How do I log call notes in Zoho?** Call notes can be logged in three different ways: * During the call * directly after the call (10-second wrap-up) * later via the call list / inbox {% hint style="info" %} **Tip:** Please note that you can currently log notes only for existing contacts. So please check that there are no duplicate contacts in Zoho CRM. If you receive a call from a number that isn’t saved, you can add it to your contacts and create a note during the call. To do this, go to **Option → Create new contact → Zoho CRM**. {% endhint %} {% hint style="warning" %} **Important:** If you want to attach notes to deals, only open deals will be displayed. {% endhint %} **Create call notes during a call** During a call in the sipgate desktop app, you can click **Call log** . This opens a text field where you can enter notes directly. These notes are then saved to Zoho CRM immediately. Make sure that **Contact** and/or **Lead** is selected in the mapping.\ Please note that call logging is not available for custom Zoho fields such as Customer/Company/Supplier, etc. **Create call notes immediately after the call** As soon as a call ends, a text field opens with 10 seconds of wrap-up time, where you can save notes about the call. In the mapping, **Contact** and/or **Lead** should be selected. **Create call notes later via the call list/inbox**\ After a call ends, you can still find it in the call list/inbox and add a note, which is then transferred to the CRM. In the mapping, **Contact** and/or **Lead** should be selected. If no mapping is displayed, you must first create and then assign a contact so the note can be saved to it. **Which fields are used for logging?** The following fields are synced between the sipgate app and the CRM. Contact name: used to display the name\ Mobile: save the phone number without spaces or special characters (in the app, as Private)\ Home phone: save the phone number without spaces or special characters (in the app, as Private)\ Phone assistant: save the phone number without spaces or special characters (in the app, as Other)\ Phone: save the phone number without spaces or special characters (in the app, as Business) If you use a different field, you can call the phone number via Click2Tel, but you won't see the name. You also won't be able to log calls to the contact. #### **How does Click2Dial work with Zoho CRM?** Open a contact in Zoho CRM and click the green handset. Your web browser should then ask whether to open “sipgate.” For this to work, sipgate must be assigned to TEL: links. If another app opens, the following articles explain how to configure this for [Windows](https://help.sipgate.de/hc/de/articles/12437817364765-Wie-installiere-ich-die-sipgate-App-unter-Windows#Die%20sipgate%20App%20CLINQ%20als%20Standard-App%20f%C3%BCr%20TEL%20einstellen) and [macOS](https://help.sipgate.de/hc/de/articles/12433607329565-Wie-installiere-ich-die-sipgate-App-unter-MacOS#Wie%20kann%20ich%20die%20sipgate%20App%20als%20Standard%20App%20f%C3%BCr%20Anrufe%20einstellen?).\ In the sipgate app **→** Settings **→** Advanced \*\*→\*\*Extensions: you can choose whether to select the outgoing caller ID before each call or always call using the same caller ID. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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