Integrate with Zoho?

mhalper2000

Administrator
#2
We are excited to announce that we just finished development of our Zapier app which will allow you send CRM contacts from the SalesScripter CRM to any other CRMs you use.

One way our customers are planning to use this is when they want to use the SalesScripter CRM for their prospecting and outreach but cannot fully switch over because the already have a main CRM system like Zoho, Hubspot, or Salesforce.

With our Zapier app, you can set up a "trigger" so that when you create a new contact in SalesScripter during your prospecting, that contact and details will be sent over to your company CRM.

But before we fully publish our Zapier app in their library, we need to have a few beta testers of that app. If you would like to be one of those beta testers, please let us know by either replying to this email or sending an email to info@salesscripter.com and we will reply with an invitation to our beta test.
 

mhalper2000

Administrator
#3
Another option for Zoho is that we now offer direct integration with Zoho and here are the details.

Functionality:

With this integration, when you create a new contact in SalesScripter, that contact and most of the main fields will be sent over to Zoho creating a matching contact on the Zoho side. The integration will also send over calls logged in SalesScripter using the “Log an Interaction” feature for the related contact record in Zoho.

Setup:

To set up, log into your Zoho account and go to this link where you will need to create an Authorization Token and enter that on this page https://salesscripter.com/pro/crm/settings/integrations.

Zoho uses different servers around the globe so we will need to let them know what your main server is for this integration to work and to do that, simply put the end of the Zoho website address that you see when you log into your account. For example, do you see zoho.com, zoho.in, zoho.com.au? Enter in the domain field on this page what you see after “zoho.” (com, in, com.au for example).

Fields that will be sent from SalesScripter to Zoho:
  • First name
  • Last name
  • Phone
  • Mobile
  • Title
  • Department
  • Account name
  • Linked profile
  • Website
  • Mailing Street
  • Mailing City
  • Mailing State
  • Mailing Zip
  • Mailing Country
  • Description
  • Email
  • Date of Birth
 
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