ZIPTEAMS × ZOHO CRMIntegrate your Zoho CRM
About the Integration
Integrate Zipteams with your Zoho CRM, a powerful combination that streamlines your sales process and eliminates the need for manual data entry. With this integration, your sales team can easily capture meeting details and recordings, which are automatically synced to the Zoho CRM in real-time. This all-in-one solution allows you to focus on closing deals, while Zipteams takes care of the rest. Setting up this integration is easy, follow these simple steps and you’ll be up and running in no time.
Requirements
Admin account on Zipteams for Zip Grow plan
Admin account on Zoho CRM
Section 01- Connecting Zoho CRM to Zipteams
Setting up this integration is easy, follow these 3 simple steps and you’ll be up and running in no time.
Step 1: Go to Connect your CRM in Setup.
Step 2: click on Connect button below zoho image, a modal will pop up
Step 3: Go to
and login to zoho console to get id and secret key.
Step 4. Click on ADD CLIENT
Step 5: Select Server-based Applications
Step 6: FIll the credentials as shown below
Client Name: Zipteams,
Homepage URL:
Authorized Redirect URIs:
Step 7: Get the Client ID and Client Secret
Step 8: Fill the values in the modal accordingly
Step 9: Click on "Accept" button to give access to required information
Section 02- Create Zoho Webhook to start syncing Calls to Zipteams
1Click on Settings -> Automation-> Actions -> Webhooks -> Configure Webhooks
2Click on Configure Webhook. “Create Webhook” Form will appear.
3Give any Name and Description to your Webhook like “Zipteams Call Sync Webhook”.
4Select Method as POST.
5In the URL to Notify. Put this value:-
6Select Authorization Type as “General”.
7Select Module as “Calls”.
8Add these Module Parameters.
Parameter Name to remain same as in the screenshot above.
“name”: This will contain the name of the prospect that will get created on Zipteams.
“email”: This will contain the email of the prospect that will get created on Zipteams.
“phone”: This will contain the phone of the prospect that will get created on Zipteams.
“owner_email”: This will contain the email of the user on Zoho who made the call. The same user should be signed up on Zipteams for the Call to sync against him/her.
“disposition_status”: This field will contain the disposition status value of the prospect which is linked to the call. Can be any Field at Lead, Contact, Account or Deal level. Select accordingly.
9Add these values in the Custom Headers section:-
Both the above values are mandatory.
“x-crm”: zoho (Both Parameter Name and parameter Value should remain same as in the screenshot)
“x-zip-api-key”: “Value to be provided by Zipteams”. Same value to be put here then.
10In the Body Select Type -> Raw and Format -> JSON
Enter this json value in the Text Area below:-
-> If Calls are made against Contacts:-
{
"call_id": "${Calls.Call Id}",
"call_owner_id": "${Calls.Call Owner ID}",
"call_owner": "${Calls.Call Owner}",
"subject": "${Calls.Subject}",
"call_type": "${Calls.Call Type}",
"call_purpose": "${Calls.Call Purpose}",
"related_to": "${Calls.Related To}",
"start_time": "${Calls.Call Start Time}",
"duration": "${Calls.Call Duration}",
"duration_minutes": "${Calls.Call Duration}",
"duration_seconds": "${Calls.Call Duration (in seconds)}",
"description": "${Calls.Description}",
"call_result": "${Calls.Call Result}",
"created_by": "${Calls.Created By}",
"outgoing_call_status": "${Calls.Outgoing Call Status}",
"call_agenda": "${Calls.Call Agenda}",
"call_owner_module": "Contacts"
}
-> If Calls are made Against Leads:-
{
"call_id": "${Calls.Call Id}",
"call_owner_id": "${Calls.Call Owner ID}",
"call_owner": "${Calls.Call Owner}",
"subject": "${Calls.Subject}",
"call_type": "${Calls.Call Type}",
"call_purpose": "${Calls.Call Purpose}",
"related_to": "${Calls.Related To}",
"start_time": "${Calls.Call Start Time}",
"duration": "${Calls.Call Duration}",
"duration_minutes": "${Calls.Call Duration}",
"duration_seconds": "${Calls.Call Duration (in seconds)}",
"description": "${Calls.Description}",
"call_result": "${Calls.Call Result}",
"created_by": "${Calls.Created By}",
"outgoing_call_status": "${Calls.Outgoing Call Status}",
"call_agenda": "${Calls.Call Agenda}",
"call_owner_module": "Leads"
}
10Select these values in the timezone:-
11Click on Save.
Create Workflow Rule on Zoho to trigger the webhook
1Click on Settings -> Automation -> Workflow Rules-> Create Rule
2Create New Rule Dialog Box Appears. Select Module as Calls. Give any name and description to your Rule. Click on Next
3Do these configurations in the workflow rule as shown in the image below:-
4In the Instant Actions Below. Select Webhook.
5A webhooks dialog Box will appear. Select the webhook that you recently created from the list and click on Associate.
6Click on Save button below after all the configuration is done.
Section 3 : Syncing Data back to Zoho After the Call is Done Processing
1Call Summary will sync back to Zoho CRM in the form of a Note attached to the call.
2To sync back additional data (At Contact or Lead Level) back to Zoho you can create additional fields at Lead or Contact Level and map them on the Zipteams Dashbord.
Go to Connect your Crm Page ->
Enable Outbound Dynamic CRM Fields Mapping
and do the mapping.
List of Data Points along with their data types you can sync back to Zoho. Zoho is strict with Data Types. So please be specific while creating new field on Zoho.
Intent (single line text field)
Intent Justification (multi line text field)
Disinterest Group (single line text field)
Call Quality Score (number field)
Talking Points (multi line text field)
Bant Summary (multi line text field)
Objection/Concern (multi line text field)
Objection/Concern Category (single line text field)
Objection/Concern Handling (multi line text field)
Budget (multi line text field)
Authority (multi line text field)
Needs (multi line text field)
Timeline (multi line text field)
Competitors Mentioned (multi line text field)
Customer Involvement (number field)
Intent Score (number field)
AI Disposition Status (single line text field)
Qualification fields/questions (customizable)
Congratulations! You’ve successfully integrated your Zoho with Zipteams.
Get started using our sales acceleration features and for any feedback or issues, talk to us instantly at
zipme.at/zipteams
or write to us at
.