To complete the steps in this article, you must have booked at least one Zoho-CRM Integration Seat with your sipgate team account. Zoho CRM seat can be booked in your sipgate team account Settings under Account Administrations -> Plans & Packages.
In order to use Zoho CRM, you need an account with our partner Zoho, which can be created via zoho.com (server in the USA) and zoho.eu (server in the EU). Zoho also offers a test phase during which you can use Zoho CRM's full range of features.
If you need assistance with setting up Zoho CRM, please contact your Zoho Premium Partner for support and assistance.
Setting Up Zoho CRM
1. Allow Zoho to access your sipgate account.
The communication between sipgate and Zoho CRM is managed by the Zoho Phonebridge.
To start the configuration go to zoho.sipgate.io and use your sipgate credentials at the login screen. In the next step you authorise the access for Zoho.
2. Allow sipgate to access your Zoho account.
The access is also required in the opposite direction. To allow sipgate access to your Zoho account click on "Start setup".
You are now asked to login with your Zoho credentials.
After you logged in, just click on "Accept" to authorize the access.
3. Linking sipgate Users with Zoho CRM Users
To connect your Zoho users and sipgate users, drag and drop the available phones to the appropriate users.
You can now use Zoho CRM's phone functions.