Zoho CRM 

Zoho is a powerful and flexible CRM solution used by various types of businesses. CallAction has built a powerful Zoho API integration to 

Benefits of the Zoho CRM / CallAction Integration

This integration streamlines the entire data entry process of inbound calls and text messages into your Zoho CRM for efficiency. Some tasks that are fully automated with this integration:

  • Capture & track every inbound call directly into Zoho
  • Real-time reverse data enrichment of leads into your CRM
  • Create new leads from inbound text messages
  • Insert full call transcriptions into appropriate contact records
  • Automate your lead follow-up with intelligent drip campaign automation

and much more. 

You can setup this API integration in just a few mins. 

Login to Your Zoho Account

  1. Login to your Zoho account

Once logged in, you will move to next step of integration. 

Connect CallAction to Zoho CRM via API

  1. Open new browser tab while logged in Zoho
  2. Login to CallAction
  3. Click on your Profile in top left
  4. Scroll down and click on Integrations
  5. Click on Zoho button
  6. Click on Zoho Verification button
  7. Click Accept button
  8. Click Save all changes

Now your Zoho CRM is connected to CallAction via API.

Next we must activate individual phone numbers to sync data into Zoho CRM. This allows you flexiblity to determine which campaign should sync into Zoho.

Activate Zoho API Connection on CallAction phone number(s)

 Next we must activate the integration on your individual CallAction campaign phone numbers. This will sync the CallAction data captured on a specific phone number into your Zoho CRM.

  1. Login to CallAction
  2. Click on Numbers in top navigation
  3. Click on Manage next to the CallAction number to sync
  4. Click on Call Settings button
  5. Scroll down to Zoho button
  6. Click ON
  7. Click on Save all changes

Do You Have Multiple Zoho CRM Users?

If you are using the CallAction lead router / call broadcast system to distribute leads to your team, you can have claimed leads automatically inserted into the users Zoho account.

Setup Zoho User Accounts

  1. Each user must login to individual CallAction account
  2. Follow Zoho CRM API connections above
  3. Click save all changes

Done, now each individual CallAction / Zoho user accounts are synced in real-time. 

Zoho Collect All Setting

This setting allows the admin to capture a copy of all data from every CallAction number automatically into a primary Zoho account.  

Try this Zoho + CallAction Integration Now

If you are not a current CallAction user, you may try a free 14-day trial of CallAction with you Zoho CRM. Take 5 mins now to setup your free trial. 

Did this answer your question?