Logging phone calls made via Zoom Phone for leads and contacts in Zoho CRM
Zoom Phone <> Zoho CRM Integration history
As of the time this article was written, Zoho CRM did not have a functioning integration with Zoom Phone so there is curently no possibility to log Zoom Phone calls for leads and contacts in Zoho. Please follow this thread for updates on native Zoho CRM <> Zoom Phone integration.
The inability for your sales team to automatically log Zoom phone call logs for contacts and leads in Zoho CRM is a time waster for them and be damaging to your internal sales processes. For example, sales management will not have visibility into who called a customer or prospect, when, and what was discussed - unless it was manually logged in by the sales person. LiveHelpNow's sales team expereinced these issues. When we switched to Zoom Phone from Ring Central, we saved significant costs while gaining much needed functionality. But we quickly realized that Zoho CRM does not integrate with Zoom Phone, so we built the integration to be used just by our teams.
We since heard from a lot of LiveHelpNow users that they too, use Zoom Phone and Zoho CRM and need to integrate the two so we decided to make our integration available to all LiveHelpNow users. The integration is very easy to use and only a couple of steps below are required to enable it.
Zoom Phone <> Zoho CRM Integration for LiveHelpNow users
What does it do: Any outbound or inbound call processed by your Zoom Phone account is logged under the correct lead or contact within Zoho CRM. Integration captures both direct extension/number calls as well as call queue calls.
Here are the steps you need to complete to enable the integration
- Add "Zoom User ID" field to your Users module in Zoho CRM
- Fill in Zoom User ID for all Zoho CRM users that have an account in your Zoom Phone system. You may find Zoom User ID by viewing a user in your Zoom administration (Admin->Users) like so:
Then enter the user ID in Zoho CRM:
- Create Webhook only app in your Zoom account
Setup the app to provide the following Event Types:
Voicemail is received
Caller Call Log Completed
Callee Call Log Completed
Call Recording Completed
Configure Event Notification endpoint URL to send events to your LiveHelpNow Webhook intake URL (contact your LiveHelpNow account manager to get this URL)
Activate the app.
- Finally authorize your Zoho CRM account with LiveHelpNow in Admin workspace -> Integrations -> Zoho CRM
Let us help you set up Zoom Phone integration with Zoho CRM, it is free.
Please complete information below and we will be in touch with additional information on how to use LiveHelpNow Contact Center Software to log Zoom Phone inbound and outbound calls in your Zoho CRM.