sipgate for Zoho CRM - Quick Set Up

Requirements

To complete the steps in this article, you must have booked at least one Zoho CRM / Zoho One Integration Seat with your sipgate account. Zoho CRM / Zoho One seats can be booked in your sipgate account Settings under Account Administrations -> Plans & Packages.

In order to use Zoho CRM / Zoho One, 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 / Zoho One's full range of features.

If you need assistance with setting up Zoho CRM / Zoho One, please contact your Zoho Premium Partner for support and assistance.

The following steps describe the first-time on-boarding process for the sipgate-Zoho Phonebridge. In case you have done this on-boarding already and just want to change Phonebridge settings (e.g. user mappings), please log in to zoho.sipgate.io directly and start at step 5 below.

Setting Up Zoho CRM

1. Enable Telephony functionality in your Zoho CRM / Zoho One account.

Telephony functionality must first be enabled in your Zoho account. For this, please navigate to Settings > Channels > Telephony and click the Button "Enable Telephony".

2. Install and enable the Sipgate telephony integration within your Zoho account

Among the appearing telephony providers, choose "Sipgate". Install this integration by clicking on the corresponding button:

Enable the telephony integration for the desired users of your Zoho account:

3. Allow Zoho to access your sipgate account.

The communication between sipgate and Zoho CRM / Zoho One 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.

4. 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.

5. Linking sipgate Users with Zoho CRM / Zoho One Users

To connect your Zoho users and sipgate users, select the corresponding sipgate phone for each of the desired Zoho users.

Hint: You can always adjust these settings later on by logging in to zoho.sipgate.io .

The Buttons "Device Settings" let you configure specifically which device to use for Click2Dial calls. Additionally, you have the option to configure a specific Caller ID for outgoing calls.

You can now use Zoho CRM's / Zoho One's phone functions.