> 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 In the sipgate app, you have direct access to your Zoho CRM contacts. This means you can always see who is calling and don't have to switch between different tools. Your contacts are automatically synchronized between the sipgate app and Zoho. Any changes or new contacts 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're always up to date and know when you called which of your contacts and what you noted down about your conversation. {% hint style="danger" %} **Important**: Linking BIGIN with sipgate is not possible. {% endhint %} #### **How do I set up the Zoho integration in the sipgate app?** {% stepper %} {% step %} **Select integration** In the sipgate app, click the gear icon on the left and select **Integrations** from.\ 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](/files/7cd40d6f4ad71fd50e9baea3eba50bffa9fd6396) {% endstep %} {% step %} **Log in to Zoho** Log in to your Zoho CRM instance. ![Screenshot from 2025-04-22 12-40-52.png](/files/18a513a65f5a92d001fa3acf95ffe5d37416605b) {% endstep %} {% step %} **Agree to the exchange** Then agree to the exchange between the apps. ![zoho.png](/files/153c1b3585eadd81994738075a32d2ed11a37764) {% endstep %} {% step %} **Confirm connection** This means you have 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 until they are displayed completely. Currently, contacts are synchronized every 60 minutes. After a rejection, it is not possible to synchronize contacts for 24 hours. {% endhint %} {% endstep %} {% endstepper %} #### **What permissions does a Zoho user need?** {% hint style="info" %} **Tip:** To load the Zoho contacts via the API, it is necessary for an admin to grant the user the appropriate permission. This can be done via **Settings/Einstellungen ➔ Security Control/Sicherheitseinstellungen ➔ Profiles ➔ User's profile/Benutzerprofil ➔ select user ➔ allow "Zoho CRM API Access"** can be made. {% endhint %} In addition, the following permissions should be checked to ensure that they are enabled: * Read secureseach * 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](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 (10s after-call processing) * later via call list / inbox {% hint style="info" %} **Tip:** Please note that for the moment you can only log notes for existing contacts. Therefore, please check whether there are no duplicate contacts in Zoho CRM. If you receive a call from an unsaved number, you have the option of adding this number to your contacts during the call and creating a note. To do this, go during the call to **Option → Create new contact → Zoho CRM**. {% endhint %} {% hint style="warning" %} **Important:** If you want to attach the notes to the deals, only open deals are shown. {% endhint %} **Create call notes during the call** During a call with the sipgate desktop app, you can click on **call log** click. This opens a text field in which you can create notes directly. These notes are then stored in Zoho CRM immediately. In the mapping, **contact** and/or **Lead** should be selected.\ 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 after-call processing, in which the notes for the call can be saved. In the mapping should **contact** and/or **Lead** be selected. **Create call notes later via call list/inbox**\ As soon as a call has ended, the call can still be found later in the call list/inbox and a note can be written for the call, which is transferred to the CRM. In the mapping should **contact** and/or **Lead** be selected. If no mapping is displayed, a contact must first be created and then assigned so that a 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: to display the name\ Mobile: save phone number without spaces/special characters (in the app as Private)\ Private 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 phone number via Click2Tel, but you will not see the name. Also, in this case call logging for the contact is not available to you. #### **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](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) or for [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 set whether you want to choose the outgoing caller ID in advance or whether calls should always be made with the same outgoing 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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