Great, your integration is active! You're all set and ready to get the most out of your Aircall-Zoho CRM integration. The callers name, company, and contact history appear in Aircall as soon as the phone rings, so account owners or customer service agents can provide quick. ![]() This should match the domain URL that you see when you log in to your Zoho account (e.g. Step 5: Tell us what Zoho environment you are usingĬhoose between or. Please ensure that you're using the default fields in Zoho CRM to ensure that your integration works as expected. ⚠️ NOTE: Aircall does not support custom fields. Please note, the text typed here must match exactly (it is case-sensitive) and if 'Nothing' is typed then no log will appear in Zoho CRM if a phone number is not found. ![]() If a phone number does not exist in Zoho CRM, choose whether to create new Contacts, Leads, Accounts, or Nothing in Zoho CRM. Step 4: Choose the desired outcome if the caller’s number does not exist If the integration is successful, you will see a message that says “Zoho CRM connected.” Once you see this, click on Finish. While a name is required, it will not be visible anywhere so any name can be used here - either the suggested default or a name that you choose yourself.įrom the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall ![]() You will see a default name already provided for you. This will open a screen for you to add a required Authentication name. Now you will be guided through a few easy steps outlined below. Thankfully, getting set up only takes a few minutes!īefore you start, make sure that you have admin rights in both Aircall and Zoho CRM, and that you are using the same email address for both accounts.įrom your Aircall Dashboard, select Integrations & API on the left sidebar menu The Aircall-Zoho CRM integration has a lot to offer by streamlining workflows and getting rid of manual data entry after a phone call.
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