Ringotel has out-of-the-box integration with the Zoho Bigin CRM. The integration provides the following features:
✅ Identifies contacts on incoming and outgoing calls.
✅ Provides access to your CRM contacts from the Ringotel mobile or desktop app.
✅ Imports contacts from the CRM into the Contact lists of the Ringotel users
✅ Automatically sync contacts with the CRM when creating them from the Ringotel mobile or desktop app.
✅ Automatically creates Phone Call entity on incoming or outgoing calls from Contacts and Leads.
✅ Pre-Populates call subject field with the other party number.
✅ Provides links to a Contact and Phone Call entity to open it from the Ringotel app
✅Syncs call recording, call subject, and call comment with the corresponding call activity record in CRM.
Creating a Client app and getting the Client Id, Client Secret and Organization Id
Navigate to the Zoho API Console site (default URL is https://api-console.zoho.com), and the Click on Get Started if you have no existing clients or Add Client if you already have one.
Note:
Zoho API Console domain changes based on your Zoho domain. For example, for zoho.eu it would be https://api-console.zoho.eu, for http://zoho.com.au it would be https://api-console.zoho.com.au
Select the "Mobile based applications" client type and click Create Now.
Give your client the name and Homepage URL (can be anything).
The redirect URL by default should be the following: https://shell.ringotel.co/services/Bigin
Note:
If you are using a custom Ringotel portal your redirect URL should look like https:/your_custom_portal/services/Bigin
Once done, please click Create.
After that please navigate to the Settings tab of the newly created Client and enable the client for the zoho domain your are using or enable it for all domains.
After that please navigate to the Client Secret tab and save the Client ID and Client Secret you see there:
This should wrap up the setup on the Zoho side, the rest is done in the Ringotel Shell Portal.
Setting up the integration in Ringotel shell portal
Sign in to your Ringotel Shell admin portal and navigate to your Organization > Integrations tab and click on the Bigin card.
Click “Enable Integration” in the Bigin integration and specify in the Zoho domain field enter the base Zoho domain where your Zoho account is created (e.g., http://zoho.com , zoho.eu, zoho.com.au, zoho.in, zoho.com.cn, or zoho.jp, http://zohocloud.ca ).
Important:
Please specify the domain name in lowercase.
After that please specify your Organization ID.
Note:
Your Zoho Begin Organization ID can be found in your Zoho Bigin instance URL. For example: org12345
Please input only the org id, no slashes, org in lowercase.
Then, please specify the Client ID and Client Secret for the client App you have created and Click Save & Continue.
If the data provided is correct, you will then be redirected to the CRM webpage for authentication, after which the user will be prompted to give access to the client app you have created:
Accept the requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalize the integration.
In the Ringotel Shell portal, map your Bigin users with the Ringotel users.
Click Save changes. Now the integration should be configured for the mapped users.