If you are looking forward to configuring your Zoho integration, Please follow the steps below. 


Well, before we begin, make sure you have administrative rights for CallHippo and Zoho.

Modules Included:

  • Contacts

  • Leads

  • Deals

  • Calls

  • Accounts 


Prerequisite:

  • Callhippo Owner ID

  • Zoho and Callhippo owner/Admin access

  • Paid plan in Zoho (In paid plans only the webhook creation is allowed).


Steps to integrate Zoho with CallHippo


Step 1: Log in to your CallHippo account.



Step 2: On the left sidebar menu, click on "Integrations".

 



Step 3: Select "Zoho" under the Popular category and click on the "Connect" button. 


Step 4: A pop - up will appear as shown below, select your Zoho domain and click on the "Connect Now" button.




Step 5: If you aren’t logged into Zoho, a login page will appear. Enter your Zoho credentials and sign in.  



Step 6: A message will appear asking for access to your CRM. Click "Accept". 


Once you grant access, you’ll be redirected back to CallHippo. Your Zoho CRM is now integrated with CallHippo, and the integration status will show as “Integrated”. 


Integration Settings

When your CallHippo account is successfully integrated with Zoho you will be redirected to the CallHippo with Integration Settings popup, where you can configure various settings related to Zoho and CallHippo.


Configurations: 
You can configure the settings described below from the Configuration tab.


After successfully integrating Zoho CRM with CallHippo, you’ll be redirected to CallHippo with an Integration Settings popup, where you can configure the following:


1. Call Activities performed with a Zoho Contact Reflected in your HubSpot - If you have enabled this toggle, All the call activities that are performed on a Zoho contact through CallHippo will reflect in Zoho CRM's contact’s activity section and You can select or deselect the checkbox next to the activity statuses in the integration settings to choose which activities you want to sync with Zoho CRM.

2. SMS Activities performed with a Zoho Contact reflected in your Zoho Account - If you have enabled this toggle,  All the SMS activity will log in to the Zoho CRM contact’s Activity section.


3. Sync Contacts from CallHippo to Zoho CRM: Turn on this toggle to sync any contacts you add or update in CallHippo with Zoho CRM.


4. Create a lead in Zoho for unsaved calling contacts: Enable this option to create a new lead in Zoho CRM for unsaved contacts.


5. Call Activities performed with a Zoho Contact associated with a deal will be reflected in your Zoho Account: Enable this option to send activities in deals for the associated contact.


Connected Numbers:

You can select or deselect the numbers you want to connect with the Zoho CRM. Call and SMS activities will be logged in Zoho CRM for the selected numbers. By default all the numbers will be selected.



Advance Settings: You can select or deselect the additional fields you want to sync along with Call activity in Zoho CRM.


Webhook Creation:


There are 2 webhooks which are needed for deleting the Contact/Lead saved from Zoho CRM instantly:

  1. Delete Contact Webhook

  2. Delete Lead Webhook


We will look into one-by-one webhooks in detail.


Setup webhooks in Zoho CRM


Step 1: Log in to your Zoho CRM account and click on the Settings icon next to the profile icon.




Step 2: Go to Automation > Workflow Rules




Step 3: On the Workflow Rules page, click the "Create Rule" button.





1. Delete Contact Webhook


Step 1: In the "Create New Rule" pop-up, fill in the required details (as shown below) and click Next.





Step 2: Fill in the required details (as given below)
Execute this workflow rule based on - "Record Action"
Choose the "Delete Action"
And Click Next




Step 3: In the Condition 1 segment, select All Contacts and click Done.




Step 4: In the Instant Action dropdown, select "Webhook". 





A pop-up will appear as shown below:




In the Webhook pop-up, Fill the following details:

  • Name: Delete Contact
  • Method: POST  
  • Description: Delete Contact Webhook
  • URL Parameters: Provide the following URL parameters:
  • URL to Notify: `https://activity.callhippo.com/integration/users/5eabbffc91eeda5ed9833d68/zoho/webhook/deletecontact` > Replace "5eabbffc91eeda5ed9833d68" with your CallHippo owner ID, which you can find by navigating to Users module in CallHippo. Select the user with the type Owner, and the last segment of the URL is your owner ID.
  • Authorization Type: General

  

  • Body Section: 
    Type: Form-Data  
    Module Parameters
   

Parameter Name 

Parameter Type

Parameter Value

contactId

Contacts

Contact Id


Step 5: Click on Save and Associate to complete the setup.




You will be redirected back to the Workflow Rule page. Here, click Save again to complete the setup.


2. Delete Lead Webhook


Step 1: In the Create New Rule pop-up, fill in the required details (as shown below) and click Next.

  • Module: Leads  
  • Rule Name: Delete Lead  
  • Description: Called when a lead is deleted


Step 2: Fill in the required details (as given below)
Execute this workflow rule based on - "Record Action"
Choose the "Delete Action"
And Click Next


Step 3: In the Condition 1 segment, select All Leads and click Next.


Step 4: In the Instant Action dropdown, select Webhooks. A new pop-up will appear. Click the New Webhook button.

In the Call Webhook pop-up, provide the following details:

  • Name: Delete Lead  
  • Description: Delete Lead Webhook
  • Method: POST  
  • URL to Notify: `https://activity.callhippo.com/integration/users/5eabbffc91eeda5ed9833d68/zoho/webhook/deletelead` > Replace "5eabbffc91eeda5ed9833d68" with your CallHippo owner ID, which you can find by navigating to Users module in CallHippo. Select the user with the type Owner, and the last segment of the URL is your owner ID.
  •  Authorization Type: General  


Body Section:

  • Type: Form-Data  
  • Module Parameters


URL Parameters:

   

Parameter Name 

Parameter Type

Parameter Value

leadId

Leads

Lead Id


Step 5: Click Save and Associate to complete the setup.


You will be redirected back to the Workflow Rule page. Here, click Save again to complete the setup.


Install CallHippo extension from the Chrome Web Store - CallHippo Virtual Phone System


How to install the CallHippo extension: Click here

Note: Contacts and Leads will sync to CallHippo as contacts, contacts will sync to Callhippo when Click to call is performed on that contact using extension.


Activity pushed for calls:

  • Call to: Marshall Healthcare

  • Call Type: Outbound

  • Outgoing call status: Completed

  • Call start time: 24/09/2024 04:18 PM

  • Call Duration: 00:14

  • Call From: speaktoheli

  • Subject: Outgoing Call To marshal healthcare From +17XXXXXX259(Jay kumar) - Completed (00:14)

  • Note: hello

  • Called by: Jay kumar

  • Contact Person: Marshal Healthcare

  • From: +175XXXXXX9

  • To: +18XXXXXX11

  • Recording: www.recordings3.com

  • Call Tags: Interested, Not Interested

  • Call Disposition: Follow up, Closed won


After Call Work activity is reflected in the Zoho CRM - If you have a plan with CallHippo's Call tags and disposition service and the same has been enabled, then the activity being pushed in Zoho CRM contains the tags and disposition data being added after the Call in the ACW screen. 

Note: 

  • This sync only when the same has been performed on the After Call Work screen, In case tags and disposition have been added later on using the Call logs or other feed then the same won't sync in the Zoho CRM. 
  • If a user wants to sync activity based on the caller, the email IDs of CallHippo callers should be there in Zoho CRM as well.



Activity pushed for SMS:

  • Call to: Marshall Healthcare

  • Call Type: Outbound

  • Outgoing call status: Completed

  • Call start time: 24/09/2024 04:18 PM

  • Call Duration: 00:00

  • Call From: speaktoheli

  • Subject: SMS send from +12XXXXXX64( Testing Vietnam Calling ) to +18XXXXXX11( marshal healthcare )

  • Content: Hello, How are you doing?

  • Contact Number: +18XXXXXX11

  • SMS Send By: Jay kumar