CallHippo

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

Well, before we begin, make sure you possess the admin rights of CallHippo and Zoho.

 

Steps to perform for CallHippo.com Integration: 

Step 1: Log in to your CallHippo account.

Step 2: Go to the left sidebar menu of your dashboard and click on Integrations.

Step 3: Select Zoho and click on Connect button.

Step 4: On the Zoho Integration Setup dialog box, select your zoho domain and click on Connect Now.

Step 5: If you haven’t logged in your Zoho Account, you will require logging into it. Enter your Zoho credentials(email/phone and password) and click on Sign In.

Step 6: A message will be displayed on your screen asking you to access your CRM. Click on Accept.

Once you Grant the access you will be redirected back to the CallHippo. 

Hurray!!! You have now successfully integrated Zoho CRM with CallHippo. Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email.

Integration Settings  

Now your CallHippo account is successfully integrated with Zoho CRM and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of Zoho CRM through CallHippo.

• Call Activities performed with a Zoho Contact Reflected in your Zoho account 

If you have enabled this toggle, All the call activities that are performed on a Zoho CRM  contact through CallHippo will reflect in Zoho CRM  contact’s activity as below

  

• SMS Activities performed with a Zoho CRM Contact reflected in your Zoho CRM Account 

If you have enabled this toggle,  All the SMS activity will log in to the Zoho CRM contact’s Activity section 

• Sync contacts from CallHippo to Zoho CRM 

Contact you add/update in CallHippo will be also added/updated in Zoho CRM if this toggle is enabled.

• Log calls and texts against deals associated with Contacts 

Log calls and texts against  Deals that are associated with the Contacts. You can turn it on/off with this toggle. 

• After Call Work activity reflects in the Zoho CRM

If you have a plan with CallHippo's Call tags and disposition service and the same has been enabled, than 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 if tags and disposition have been added later on using the Call logs or other feed than the same wont sync in the Zoho CRM. 

Configuration: 

You can also configure which type of call activity will be displayed in the Zoho CRM activity section from below the Configuration section.

 

Connected Numbers: 

You can select for which numbers call and SMS activity should be logged from the below Connected Numbers Section.

Setup Webhooks in Zoho CRM:

To create webhooks Login to your Zoho CRM account click on the Setting icon from top right corner 

-> Click on the Automation - Workflow Rules

 

-> From the Workflow Rules page click on the Create Rule button

 

Now let’s get started with creating webhooks with Workflow Rules

1. Add Contact Webhook:

1. In the ‘Create New Rule’ pop-up fill the details shown in the below image and then click on ‘Next’ button.

2. On the next screen set workflow as given in the image below.

 

3. On click of Webhook it will open a popup asking you to create a webhook. Click on New Webhook button

 

d. On click of New Webhook it will open the webhook configuration form. Please fill below details on respected fields.

1. Name: Add Contact

2. Description: Add Contact Webhook

3. Method: POST                    

4. URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/addcontact 

Replace 59227d18a64c4e0cf253dac0 with your CallHippo owner ID, which you can find from Users -> form the user list select a user with  type Owner-> the last segment of the URL is your owner ID. 

  v. Authorization Type: General

  vi. Body Section: 

1. Type: Form-Data 

2. Module Parameters:

 

5. Once you fill the form click on Save and Associate button. You will be redirected back to the Workflow rule page here again Click on Save button. To complete setup.

2. Update Contact Webhook:

1. In the ‘Create New Rule’ pop-up fill the details shown in the below image and then click on ‘Next’ button.

 

2. On the next screen set workflow as given in the image below.

 

3. On click of Webhook it will open a popup asking you to create a webhook. Click on New Webhook button

 

d. On click of New Webhook it will open the webhook configuration form. Please fill below details on respected fields.

1. Name: Update Contact

2. Description: Update Contact Webhook

3. Method: POST                    

4. URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/updatecontact 

Replace 59227d18a64c4e0cf253dac0 with your CallHippo owner ID, which you can find from Users -> form the user list select a user with  type Owner-> the last segment of the URL is your owner ID. 

   v. Authorization Type: General

  vi. Body Section: 

1.Type: Form-Data 

2. Module Parameters:

 

5. Once you fill the form click on Save and Associate button. You will be redirected back to the Workflow rule page here again Click on Save button. To complete setup

3) Delete Contact Webhook

1. In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.

   1. Module: Contacts

   2. Rule Name: Delete Contact

   3. Description: Called when contact is deleted

 

 

• Select ‘On a Record Action’ in the there When segment, select the ‘Delete’ action and then click on ‘Next’.

 

 

Select ‘All Records’ under ‘Condition 1’ segment and click Next text’.

Under the ‘Instant Action’ dropdown click on ‘Webhooks’.

It will open a new pop-up for webhook. Click the  ‘New Webhook’ button. 

 

• Add details in ‘Call Webhook’ pop-up as shown below :

  •  Name: Delete Contact

  •  URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/deletecontact (replace 59227d18a64c4e0cf253dac0 with your user_id)

  •  Method: POST

  • Description: Delete Contact Webhook

 

Then, provide URL parameters as shown below and click on ‘Save and Associate’.

Then, click on ‘Save and Associate’.

 

 

4) Add Deal Webhook

In ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.

1. Module: Deals 

2. Rule Name: Add Deal

3. Description: Called when a deal is created

Select ‘On a Record Action’ under the ‘When’ segment, select the ‘Create’ action, and then click on ‘Next’.

Select ‘All Records’ under ‘Condition 1’ segment and click Next’.

Under the ‘Instant Action’ dropdown, click on ‘Webhooks’.

It will open a new pop-up for webhook. Click the ‘New Webhook’ button. 

Add details in ‘Call Webhook’ pop-up as shown below :

1. Name: Add Deal

2. URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/adddeal (replace 59227d18a64c4e0cf253dac0 with your user_id)

3.  Method: POST

4. Description: Add Deal Webhook

Then, provide URL parameters as shown below and click on ‘Save and Associate’.

 

 

Then, click on ‘Save’.

 

5) Update Deal Webhook

In the  In ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.

1. Module: Deals

2. Rule Name: Update Deal 

3. Description: Called when a deal is updated

· Select ‘On a Record Action’ under ‘When’ segment, select ‘Edit’ action and then click on ‘Next’.

· Select ‘All Records’ under ‘Condition 1’ segment and click Next.

· Under the ‘Instant Action’ dropdown, click on ‘Webhooks’.

· It will open a new pop-up for webhook. Click the ‘New Webhook’ button. 

· Add details in ‘Call Webhook’ pop-up as shown below :

1. Name: Update Deal

2. URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/updatedeal (replace 59227d18a64c4e0cf253dac0 with your user_id)

3. Method: POST

4. Description: Update Deal Webhook

· Then, provide URL parameters as shown below and click on ‘Save and Associate’.

 

 

· Then, click on ‘Save’.

 

6) Delete Deal Webhook

In ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.

1.  Module: Deals

2. Rule Name: Delete Deal

3. Description: Called when a deal is deleted

· Select ‘On a Record Action’ under ‘When’ segment, select ‘Delete’ action and then click on ‘Next’.

· Select ‘All Records’ under ‘Condition 1’ segment and click Next’.

· Under the ‘Instant Action’ dropdown, click on ‘Webhooks’.

· It will open a new pop-up for webhook. Click on the ‘New Webhook’ button. 

· Add details in ‘Call Webhook’ pop-up as shown below :

1.  Name: Delete Deal

2. URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/deletedeal (replace 59227d18a64c4e0cf253dac0 with your user_id)

3. Method: POST

4. Description: Delete Deal Webhook

· Then, provide URL parameters as shown below and click on ‘Save and Associate’.

 

· Then, click on ‘Save’.

 

 

7) Add Lead Webhook

· Follow the steps described above.

· In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.

1. Module: Lead

2.  Rule Name: Add Lead

3. Description: Called when a lead is created

· Select ‘On a Record Action’ under ‘When’ segment, select ‘Create’ action and then click on ‘Next’.

· Select ‘All Records’ under ‘Condition 1’ segment and click Next.

· Under the ‘Instant Action’ dropdown, click on ‘Webhooks’.

· It will open a new pop-up for webhook. Click on ‘New Webhook’ button. 

· Add details in ‘Call Webhook’ pop-up as shown below :

1. Name: Add Lead

2. URL to Notify:

https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/addlead(replace 59227d18a64c4e0cf253dac0 with your user_id)

3. Method: POST

4. Description: Add Lead Webhook

· Then, provide URL parameters as shown below and click on ‘Save and Associate’.

 

 

 ** Custom Phone field will be synced for newly updated lead after integration enabled. If you wish to sync existing lead’s custom phone field please contact CallHippo support team.

· Then, click on ‘Save’.

8) Update Lead Webhook

· In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.

1. Module: Lead

2. Rule Name: Update Lead

3. Description: Called when a lead is updated

· Select ‘On a Record Action’ under ‘When’ segment, select ‘Edit’ action and then click on ‘Next’.

· Select ‘All Records’ under ‘Condition 1’ segment and click Next.

· Under the ‘Instant Action’ dropdown, click on ‘Webhooks’.

· It will open a new pop-up for webhook. Click on ‘New Webhook’ button. 

· Add details in ‘Call Webhook’ pop-up as shown below :

1. Name: Update Lead

2. URL to Notify:

https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/updatelead (replace 59227d18a64c4e0cf253dac0 with your user_id)

3. Method: POST

4. Description: Update Lead Webhook

· Then, provide URL parameters as shown below and click on ‘Save and Associate’.

 

 

** Custom Phone field will be synced for newly updated lead after integration enabled. If you wish to sync existing lead’s custom phone field please contact CallHippo support team.

· Then, click on ‘Save’.

 

9) Delete Lead Webhook

· In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.

1. Module: Lead

2. Rule Name: Delete Lead

3. Description: Called when a lead is deleted

· Select ‘On a Record Action’ under ‘When’ segment, select ‘Delete’ action and then click on ‘Next’.

· Select ‘All Records’ under ‘Condition 1’ segment and click Next.

· Under the ‘Instant Action’ dropdown, click on ‘Webhooks’.

· It will open a new pop-up for webhook. Click on ‘New Webhook’ button. 

· Add details in ‘Call Webhook’ pop-up as shown below :

1. Name: Delete Lead

2. URL to Notify:

https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/deletelead (replace 59227d18a64c4e0cf253dac0 with your user_id)

3. Method: POST

4. Description: Delete Lead Webhook

· Then, provide URL parameters are shown below and click on ‘Save and Associate’.

 

 

· Then, click on ‘Save’.

 

Hurray!! You have successfully integrated Zoho with CallHippo. Now you can enjoy using your calling features.

Install the CallHippo Click-to-Call Chrome extension from the below link:

https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

Once click to call extension is installed it Callhippo icon will appear in front of every number once you click that number call will get connected automatically.