> For the complete documentation index, see [llms.txt](https://docs.bird.com/toky-en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bird.com/toky-en/integrationstokyapp/enable-the-zoho-crm-integration.md).

# Enable the Zoho CRM integration

### Why integrate with Zoho CRM? <a href="#why-integrate-with-zoho-crm" id="why-integrate-with-zoho-crm"></a>

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

#### Key Features: <a href="#key-features" id="key-features"></a>

* 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: <a href="#before-you-start-you-need-to-take-into-account-the-following-points" id="before-you-start-you-need-to-take-into-account-the-following-points"></a>

* 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](https://app.toky.co/business/tools/zoho) do the following:

* On the [**Zoho configuration section**](https://app.toky.co/business/tools/zoho), 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**

<figure><img src="/files/2LMv6hfXva4VPBkObFD7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/H2rcMZVel4QImwNHYz74" alt=""><figcaption></figcaption></figure>

* Select the language for your notifications

<figure><img src="/files/6KJXYwhPU1c5TrymWzuY" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/J6YmtnE90OszHR9V9t9h" alt=""><figcaption></figcaption></figure>

* Install the [Toky Click to Call extension](https://chrome.google.com/webstore/detail/toky-click-to-call/fhjiofbghkamgjbbndpaghklifdckhmk) to be able to call customers and leads with a click within Zoho CRM

<figure><img src="/files/zqanTXUribGznQHkAKRN" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/gGgj63oCsmTqhwDLAKvS" alt=""><figcaption></figcaption></figure>

**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


---

# 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. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.bird.com/toky-en/integrationstokyapp/enable-the-zoho-crm-integration.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
