Zoho CRM

Overview

Integrating Call Agent AI with Zoho CRM streamlines customer interactions by providing real-time communication and intelligent automation directly within your CRM platform. This integration enhances customer service, automates workflows, and improves the overall efficiency of your sales and support teams.

Zoho CRM helps you manage leads, track customer data, and automate sales processes. By integrating with Call Agent AI, you empower your team with AI-powered insights and personalized interactions. This integration ensures seamless follow-up automation, real-time data syncing, and intelligent chat interactions, allowing your team to focus on high-priority tasks while the AI handles routine customer inquiries.

With this integration, you can:

• Automate lead capture and follow-ups through intelligent AI-driven conversations.

• Sync customer interactions and CRM data for a unified view of client activities.

• Enhance customer experiences with personalized communication, ensuring prompt and relevant responses.

By integrating Call Agent AI into your Zoho CRM workflow, you ensure a smarter, faster, and more efficient approach to managing customer relationships, ultimately driving productivity and growth.

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Watch the Tutorials

How to Set Up Zoho AI Assistant & Integrate Zoho CRM

How to Set Up Zoho AI Assistant For Inbound Tech Support

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Step 1: Create a Web-based API in Zoho Console

1

To link your Zoho account, first go to https://api-console.zoho.com/ and log in to your Zoho CRM account. Then click Add Client.

2

Select Server-Based Application.

Step 2: Generate Client ID and Secret Code

1

• For Client Name, enter: Call Agent AI

• Set the Homepage URL to: http://admin.callagentai.com/

• Set the Authorized Redirect URIs to: https://admin.callagentai.com/auth/zoho/callback

Then click Update or Create to generate your web-based application.

2

Next, click on the Client Secret tab in Zoho. Copy your Client ID and Client Secret.

Step 3: Copy Credentials to Admin Panel

1

Go to your assistant's integration tab and enable Zoho CRM

Then, paste your Client ID and Client Secret into the corresponding setup fields in Call Agent AI. Leave the Data Center set to Global, and click Connect with Zoho.

2

A new browser window will open. Select your Zoho CRM account, and click Submit.

3

Enable or check the option: “I allow Call Agent AI to access the above data from my Zoho account.” Then click the Accept button.

4

Once connected, you’ll see a confirmation showing how many CRM modules were loaded successfully.

5

Select the CRM module where you want to record your inbound calls — for example, Contacts. Then click Next.

Step 4: Mapping the Phone or Mobile Fields

1

Now it’s time to map your fields.

First, map the Primary Phone field — this is where your contact’s or lead’s main phone number is stored.

2

Once this is mapped, all other fields will be mapped automatically.

3

Finally, click the Save and Finish button at the bottom-right corner of the window to complete your Zoho CRM setup.

4

Once everything has been set up correctly, you will see a button labeled Connected and Authorized.

Step 5: Call Logging Settings

1

Next, scroll down to the “Call Logging Settings” and enable the following options:

• Log calls from known callers – to create Zoho call records when the caller is found in your CRM.

• Log calls from unknown callers – to create Zoho call records even when the caller is not found in your CRM.

2

Finalize Setup

Once all configurations are complete, click the Submit button at the screen's upper-right corner to finalize your setup.

This setup completes the Zoho CRM integration. Once the configuration is saved, you can now start running your outbound or inbound campaign, allowing your AI assistant to interact with leads, contacts, or accounts seamlessly.