Integration with Zoho

#1
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
 
Top