{"id":3921,"date":"2023-01-01T00:54:23","date_gmt":"2022-12-31T23:54:23","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/getting-started\/integrating-kavkom-into-zoho\/"},"modified":"2023-07-10T14:04:58","modified_gmt":"2023-07-10T12:04:58","slug":"integrating-kavkom-into-zoho","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/en\/api-integration\/crm-integrations\/integrating-kavkom-into-zoho\/","title":{"rendered":"Integrating Kavkom into Zoho CRM"},"content":{"rendered":"\n<p>Easily link your Kavkom account to Zoho. Take advantage of all the phone features from your Zoho CRM such as call and alert tracking with this integration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Intro<\/h2>\n\n\n\n<p>Zoho is a cloud-based unified platform distributed as Software as a Service (SaaS) developed by Zoho Corporation. This solution is designed to help you better sell, promote, analyze, manage and collaborate with your customers and collaborators.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Zoho CTI integration with your business telephony<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Kavkom interface<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>To add an integration, go to your Kavkom interface: <a href=\"https:\/\/app.kavkom.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/app.kavkom.com\/<\/a>. Then click on the gear wheel at the bottom left.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/kavkom-advanced-settings.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"475\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/reglage-kavkom-1024x475.png\" alt=\"Kavkom advanced settings\" class=\"wp-image-940\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/reglage-kavkom-1024x475.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/reglage-kavkom-300x139.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/reglage-kavkom-150x70.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/reglage-kavkom-768x356.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/reglage-kavkom-1536x712.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/reglage-kavkom.png 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>2. Then go to the last tab on the far right &#8220;integrations&#8221; (1) then in the Zoho thumbnail, click on the &#8220;install&#8221; button (2). A window opens.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en-1024x571.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1024\" height=\"571\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en-1024x571.png\" alt=\"Click on the install button\" class=\"wp-image-3934\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en-1024x571.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en-300x167.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en-150x84.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en-768x428.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en-1536x856.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/1-Kavkom-CTI-Zoho-Integration-en.png 1912w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>3. In the drop-down menu, select the domain of your Zoho account (1) which you can know when you are on the login page for your Zoho account.<br>Then click on submit (2) and you are redirected to Zoho.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/2-Kavkom-CTI-Zoho-Integration-en.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/2-Kavkom-CTI-Zoho-Integration-en.png\" alt=\"Select your Zoho domain\" class=\"wp-image-3937\" width=\"375\" height=\"200\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/2-Kavkom-CTI-Zoho-Integration-en.png 500w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/2-Kavkom-CTI-Zoho-Integration-en-300x160.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/2-Kavkom-CTI-Zoho-Integration-en-150x80.png 150w\" sizes=\"(max-width: 375px) 100vw, 375px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Installing the app on Zoho CRM<\/h3>\n\n\n\n<p>1. Log in to your Zoho CRM user account, select the account where the application should be installed and click on the &#8220;Submit&#8221; button.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/3-Kavkom-CTI-Zoho-Integration.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/3-Kavkom-CTI-Zoho-Integration.png\" alt=\"Select Zoho Account\" class=\"wp-image-3843\" width=\"587\" height=\"249\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/3-Kavkom-CTI-Zoho-Integration.png 782w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/3-Kavkom-CTI-Zoho-Integration-300x127.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/3-Kavkom-CTI-Zoho-Integration-150x64.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/3-Kavkom-CTI-Zoho-Integration-768x326.png 768w\" sizes=\"(max-width: 587px) 100vw, 587px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>2. Another window is displayed, click on the &#8220;Accept&#8221; button. You will be redirected to the Kavkom platform.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/4-Kavkom-CTI-Zoho-Integration.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/4-Kavkom-CTI-Zoho-Integration.png\" alt=\"Install Kavkom App on Zoho CRM\" class=\"wp-image-3846\" width=\"467\" height=\"599\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/4-Kavkom-CTI-Zoho-Integration.png 623w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/4-Kavkom-CTI-Zoho-Integration-234x300.png 234w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/4-Kavkom-CTI-Zoho-Integration-117x150.png 117w\" sizes=\"(max-width: 467px) 100vw, 467px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">User mapping on Kavkom<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Now click on the &#8220;User mapping list&#8221; button.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/5-Kavkom-CTI-Zoho-Integration-en-1024x576.png\" alt=\"Map Zoho users in Kavkom\" class=\"wp-image-3940\" width=\"768\" height=\"432\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/5-Kavkom-CTI-Zoho-Integration-en-1024x576.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/5-Kavkom-CTI-Zoho-Integration-en-300x169.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/5-Kavkom-CTI-Zoho-Integration-en-150x84.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/5-Kavkom-CTI-Zoho-Integration-en-768x432.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/5-Kavkom-CTI-Zoho-Integration-en-1536x864.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/5-Kavkom-CTI-Zoho-Integration-en.png 1920w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p>2. The page lists the users associated with the Zoho account, which will need to be linked to their respective Kavkom account. Click on the &#8220;Edit details&#8221; button (1). You can display more users by clicking on the &#8220;Load more&#8221; button (2).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"375\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/6-Kavkom-CTI-Zoho-Integration-en-1-1024x375.png\" alt=\"Zoho user mapping list in Kavkom\" class=\"wp-image-3946\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/6-Kavkom-CTI-Zoho-Integration-en-1-1024x375.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/6-Kavkom-CTI-Zoho-Integration-en-1-300x110.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/6-Kavkom-CTI-Zoho-Integration-en-1-150x55.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/6-Kavkom-CTI-Zoho-Integration-en-1-768x282.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/6-Kavkom-CTI-Zoho-Integration-en-1-1536x563.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/6-Kavkom-CTI-Zoho-Integration-en-1.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. For each user whose Zoho account should be linked to telephony services, select the corresponding Kavkom account from the drop-down menu (1) and click &#8220;Save&#8221; (2).<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en-1024x305.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"305\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en-1024x305.png\" alt=\"Select the account corresponding to each user\" class=\"wp-image-3949\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en-1024x305.png 1024w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en-300x89.png 300w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en-150x45.png 150w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en-768x228.png 768w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en-1536x457.png 1536w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/12\/7-Kavkom-CTI-Zoho-Integration-en.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>Kavkom telephony features are now enabled and working in your Zoho CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Use Kavkom Telephony in Zoho<\/h2>\n\n\n\n<p>To use Kavkom telephony features in Zoho, you can use:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your Kavkom Phone at <a href=\"https:\/\/webphone.kavkom.com\/dialpad\" target=\"_blank\" rel=\"noopener\">https:\/\/webphone.kavkom.com\/dialpad<\/a><\/li>\n\n\n\n<li>An <a href=\"https:\/\/help.kavkom.com\/telephones-ip\/configuration-yealink\/\">IP phone configured with our services<\/a><\/li>\n\n\n\n<li>A softphone<\/li>\n\n\n\n<li>Or the <a href=\"https:\/\/help.kavkom.com\/?p=765\">Kavkom mobile app<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>You can now call your Zoho contacts by simply clicking on the &#8220;Call&#8221; icons.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CTI Integration Features in Zoho<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Incoming and outgoing calls thanks to the WebPhone.<\/li>\n\n\n\n<li>Click-to-call, all numbers in the Zoho interface become clickable to call in one click.<\/li>\n\n\n\n<li>Call log in the activity history of your contact cards.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Easily link your Kavkom account to Zoho. Take advantage of all the phone features from your Zoho CRM such as call and alert tracking with this integration. Intro Zoho is a cloud-based unified platform distributed as Software as a Service (SaaS) developed by Zoho Corporation. This solution is designed to help you better sell, promote, [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[82,52],"tags":[],"class_list":["post-3921","post","type-post","status-publish","format-standard","hentry","category-crm-integrations","category-api-integration"],"_links":{"self":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/3921","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/comments?post=3921"}],"version-history":[{"count":10,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/3921\/revisions"}],"predecessor-version":[{"id":5953,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/posts\/3921\/revisions\/5953"}],"wp:attachment":[{"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/media?parent=3921"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/categories?post=3921"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.kavkom.com\/en\/wp-json\/wp\/v2\/tags?post=3921"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}