Enable the Zoho CRM integration

Why integrate with Zoho CRM?

Automatically log inbound and outbound calls, record them and click to call inside Zoho CRM.

Key Features:

• Call leads and contacts, with a single click and without leaving Zoho CRM 😎

• Automatically log inbound and outbound calls, voicemails, text messages and missed calls with all the details you need for reporting and monitoring of your agents 📈

Before you start, you need to take into account the following points:

• The synchronization time will depend on the number of contacts you have in Zoho CRM 📊

• Every 10 minutes a synchronization process is performed for new contacts/leads ⏱

Enable the Zoho Inetgration

To integrate Toky with Zoho CRM you must go to the Zoho integration settings panel do the following:

• On the Zoho configuration section, click on Connect. This will open a new window requesting your authorization for Toky integration

• Click on Accept to return to Toky

• The system will start synchronizing contacts for the first time. The synchronization time will depend on the number of contacts you have in Zoho CRM.

• After the synchronization ends, you must select your Zoho domain

• Select the events you want Toky to send to Zoho CRM

• Select the language for your notifications

• Assign your Zoho agents to the corresponding Toky agent. This step must be done carefully, because it's used by Toky to log events to the right agent.

• Install the Toky Click to Call extension to be able to call customers and leads with a click within Zoho CRM

• Make sure the Enable option is checked and click on Save Changes

Note:

• Every 10 minutes synchronization process is performed for new contacts/leads

• If a contact is recently added and a call is made to that contact, the call record will appear in the contact's profile at the next synchronization