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 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 means 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: The connection of BIGIN with sipgate is not possible.
How do I set up the Zoho integration in the sipgate app?
Select integration
In the sipgate app, click the gear icon on the left and select the item Integrations from.
Under the item Integrations search 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
This means you have successfully connected Zoho CRM and the sipgate app.
What rights does a Zoho user need?
In addition, the following permissions should be checked to ensure they are enabled:
Read secure search
manage notes data
manage accounts data
Allows reading bulk CRM data
manage contacts data
manage org data
manage calls data
manage leads data
manage deals data
More information can be found here 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 wrap-up)
later via call list / inbox
Important: If you want to attach the notes to the deals, only open deals are displayed.
Create call notes during the call
During a call with the sipgate desktop app, you can call log click. This opens a text field in which 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 with 10 seconds of wrap-up opens, 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 later find the call in the call list/inbox and make a note about 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 synced between the sipgate app and the CRM.
Contact name: for displaying the name Mobile: save phone number without spaces/special characters (in the app as private) Home phone: save phone number without spaces/special characters (in the app as private) Secretary phone: save phone number without spaces/special characters (in the app as other) Tel: save phone number without spaces/special characters (in the app as business)
If you use a different field, you can call the number via Click2Tel, but you will not see the name. In addition, call logging for the contact is not available in this case.
How does Click2Dial work with Zoho CRM?
Open a contact in Zoho CRM and click the green handset. The web 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 outgoing caller ID in advance or whether calls should always be made with the same outgoing caller ID.
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