To setup the integration, click the Zoho CRM integration from the integration list:
You will now need to connect your Zoho instance by clicking 'Connect your Zoho CRM'.
You will be prompted to authenticate our third party authentication app, once done you will be able to proceed to the settings page, you made need to be an admin with privileges to install apps/use APIs to successfully connect.
You will then be prompted to enter your PropertySID as well as a generic lead name, we recommend using something easily identifiable e.g. 'New Call Lead'.
If you like you can choose to sync only data from a specific IVR key e.g. (1 for sales), this will only work for a single level IVR hosted by use. If you have a multi-layered IVR you will need the integration customised, if the IVR is not hosted with us, this setting will not work and you should specify 'No IVR'.
Once setup, your call data will now sync every 15 minutes, if you would like to sync historical data please get in touch with us.