sipgate team & trunking Help

sipgate for Zoho CRM - Quick Set Up

Requirements

To complete the steps in this article, you must have booked at least one sipgate CRM Seat with your sipgate team account*. If you have not yet activated the Zoho CRM connection in sipgate team, please sign up here.

* Zoho CRM seat can be booked in your sipgate team account Settings under Plans & Locations -> Overview.

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. Enable sipgate Phone Bridge in Zoho CRM

A 'Phone Bridge Token' is needed to allow communication between sipgate and Zoho CRM.

Please log in as an Administrator to your Zoho CRM.

The token can be found under Settings in the "Extensions & APIs" menu -> Others -> Phonebridge (direct link) in the Zoho CRM. Select sipgate from the list of telephone providers and copy the displayed sipgate phone bridge token.

 

Phonebridge.png

 

2. Linking sipgate Users with Zoho CRM

To link the sipgate and Zoho users, please log on to our CRM Integration Page with your sipgate account's adminstrator login data email. After logging in, the page asks for the authorization to access your sipgate account via API.

2_connector_auth.png

Enter the sipgate Phone Bridge Token from Zoho CRM into the Authtoken field and click on "Activate". This creates the connection between Zoho CRM and sipgate.

auth_token_zoho.png

To connect your Zoho users and sipgate users, drag and drop the available phones to the appropriate users.

user_sync.gif

 

You can now use Zoho CRM's phone functions.

 

 

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