Integrating Zoho CRM
Overview
Integrating CallAgentAI 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 CallAgentAI, 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 CallAgentAI into your Zoho CRM workflow, you ensure a smarter, faster, and more efficient approach to managing customer relationships, ultimately driving productivity and growth.
Watch the Tutorial
For a visual walkthrough, watch the tutorial here: How to Integrate Zoho CRM with Call Agent AI for Seamless Campaigns
Step 1: Create a Self-Client in Zoho Console
Open your web browser and go to Zoho API Console. This is where you will generate the credentials required for integration.
Click ‘Add Client’ and select ‘Self Client’ as the client type. The Self Client option allows you to generate authentication credentials without requiring a hosted application.
Click ‘Create’, then confirm by clicking ‘OK’ to proceed with the setup.
Step 2: Generate Authorization Code
After Navigate to the Client Secret tab, where you will find the Client ID and Client Secret. Copy both of these values and save them in a secure location, as you will need them later for authenticationthe self-client, you will be directed to the client details page.
Click on the Generate Code tab to generate an authorization code, which will allow CallAgent AI to access your Zoho CRM data.
In the Scope field, enter: ZohoCRM.modules.ALL,ZohoCRM.settings.ALL.
This ensures that CallAgent AI has full access to Zoho CRM modules and settings, allowing seamless data retrieval and updates.
Set the time duration to 10 minutes, which determines how long the generated code remains valid. Then, add a description, such as "CRM Integration," to specify the purpose of generating the code.
Click ‘Create’, then select CRM as the service you want to integrate with. Next, choose the organization or account you want to link to the Self Client account.
Click ‘Create’ again to finalize the process and generate the authorization code.
Step 3: Copy Credentials to Admin Panel
Once the authorization code is generated, you need to copy three key pieces of information from the Zoho Console:
Client ID (used to identify your application)
Client Secret (used for authentication security)
Generated Code (temporary authorization code required for API access)
These credentials are essential for authenticating your integration with CallAgent AI, so store them securely for later use.
Log in to your Call Agent AI Admin Panel to begin setting up your campaign. You can login here.
Navigate to the Campaigns module, where you will configure your AI assistant to interact with leads, contacts, or customersCampaigns section and then select the Zoho CRM tab.
Click ‘Add Campaign’, then enter a name for your campaign. Next, select the AI assistant that will handle the calls for this campaign. Client ID, Client Secret, and Generated Code into the respective fields.
Choose whether this campaign is for outbound calls (where the AI makes calls) or inbound calls (where the AI receives calls). Additionally, set a schedule that determines when the campaign should run.
Once all details are entered, click ‘Create’ to save the campaign setup.
Authenticate Zoho CRM in CallAgent AI
Navigate to the Zoho CRM section within the Call Agent AI Admin Panel. This is where you will establish a secure connection between Call Agent AI and your Zoho CRM account.
Paste the Client ID, Client Secret, and Generated Code that you copied earlier into their respective fields. These credentials will authenticate CallAgent AI’s access to your CRM data.
Click ‘Authenticate’ to initiate the connection, allowing CallAgent AI to retrieve and update records within your Zoho CRM system.
Step 4: Select Zoho Module
Once authentication is successful, a new section will appear in the Admin Panel, allowing you to select which Zoho module you want to integrate.
You can choose from different modules such as Leads, Contacts, or Accounts, depending on the type of records your AI assistant will handle.
Selecting the appropriate module ensures that CallAgent AI can access the right set of records for making or receiving calls.
Step 5: Define Module Filter Criteria
To retrieve only relevant data from Zoho CRM, you must define filter criteria for the selected module. Filters help refine the data and ensure the assistant only interacts with the most relevant records.
For example, if you only want to include leads that have a specific tag, you can use the following filter format: ((Tag:equals:#TagName#))
This setup ensures that only records matching the specified condition are included in your integration, making your AI assistant more efficient.
Step 6: Configure Module Fields
In the Module Field Info section, you will see a list of all fields available in the selected module. Your first step is to identify and select the Phone Field, as this is crucial for communication.
Locate the field where contact numbers are stored within your Zoho module. Depending on your CRM setup, you should select:
Phone (if contact numbers are stored in the Phone field).
Mobile (if contact numbers are stored in the Mobile field).
Selecting the correct field ensures that Call Agent AI retrieves the right contact details for making calls or sending messages.
Choose the option to Use with the Assistant to enable Call Agent AI functionalities.
Select Fields for the Assistant
Under the "Select fields using with assistant" section, select the specific fields that your AI assistant should retrieve from Zoho CRM.
The assistant will use these fields to personalize interactions during calls. Recommended fields include:
First and last name (to address the lead or customer properly).
Email address (to confirm details or send follow-ups).
Company name (for business-related calls).
Lead’s address (if location-specific information is required).
Any other relevant fields (depending on your business needs).
This setup ensures that your AI assistant has all the necessary information to engage in meaningful and accurate conversations.
Step 7: Configure Notes for the Module
At the bottom of the CRM Integration section, locate the "Configure Notes for the Module" section. This allows you to specify what information should be saved in the CRM after each call.
You can use identifiers to structure the notes so they are saved consistently.
Using Identifiers for Notes:
In the "Note Title" field, enter a dynamic identifier such as ${Title_Of_Note}. Ensure that this identifier is also defined in the assistant’s information extractor.
In the assistant’s information extractor, add a description for this identifier, such as "What is the title of the note's summary?", so the AI knows what information to extract.
Similarly, in the "Note Content" field, use an identifier like ${Notes_Summary_Call} to capture a summary of the call. Again, ensure this identifier is set up correctly in the information extractor.
This setup ensures that the assistant saves relevant details in Zoho CRM in an organized manner after every call.
Finalize Setup
Once all configurations are complete, click the Save button at the screen's upper-right corner to finalize your setup.
This setup completes the campaign integration with Zoho CRM. 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.
Need More Help?
Watch the instructional video here: How to Integrate Zoho CRM with Call Agent AI for Seamless Campaigns
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