Zoho Integration Instructions and Details

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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 and emails sent for the related contact record in Zoho.

Setup Steps:

  1. Log into your Zoho account.
  2. Go to this link https://api-console.zoho.com/.
  3. Click “Get Started Now” on the Developers Console page.
  4. You will need to “Chose a Client Type” and select “Web-Based” and “Create Now”.
  5. Enter anything or your company name for “Client Name”.
  6. Enter this for “Authorized redirect URI” -
    https://salesscripter.com/pro/crm/getTokenForZoho
  7. Click on “Create”.
  8. It will generate “Client ID” and “Client Secret” for you.
  9. Enter those client id and client secret into the corresponding fields on the Zoho tab on this page https://salesscripter.com/pro/crm/settings/integrations.
  10. Identify what Zoho domain you log into. For example if url is https://crm.zoho.in then your domain is “in”. If your url is https://crm.zoho.com then your domain is “com”.
  11. Enter this domain in the third field on the Zoho tab on this page https://salesscripter.com/pro/crm/settings/integrations.
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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