Please follow these steps to connect to Zoho CRM:
1. Navigate to the CRM page: https://dashboard.callinize.com/organization#crm
2. Select Zoho in dropdown menu.
3. Enter your Zoho email address and password.
4. Click Save button.

zoho-tenfold

If you are getting an error “Insufficient Auth Tokens”, it may be that you have already used all of your auth tokens. Please check here:

https://www.zoho.com/crm/help/api/using-authentication-token.html#Manage_Auth_Tokens

zoho_phonebridge_integration

zoho_crm_connect

Our Team and Enterprise customers may take advantage of searching additional fields on our Search By Name screen.

To setup additional search fields navigate to Setup > Customization > Search Layout. Below is a screencap that demonstrates how to setup additional search fields in Zoho. In this example I’m going to enable searching by Department and Twitter handle.

configure_zoho_search_fields

With these additional fields now searchable I can type in department names in the popup to search for matching records.

zoho_search_by_department

Your phone system integration may take a little more work, but if you follow the instructions provided, you’ll have ZOHO connected to your phones in no time!

 

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