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Set up your first integration
Quickly connect Sangoma to Zoho CRM with a Zapier template.
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Zapier makes it easy to integrate Sangoma with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Both Call" from Sangoma.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Sangoma and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Both Call
Triggers when whether a New Inbound Call is received or A New Outbound is placed on your PBX.
Try ItTriggerInstant - New Outbound Call
Triggers when a New Outbound Call is placed on your PBX.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- New Inbound Call
Triggers when a New Inbound Call is received on your PBX.
Try ItTriggerInstant - Call UUIDRequired
ActionSearch- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling
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Connect Sangoma and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Sangoma + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sangoma and Zoho CRM
How can I integrate Sangoma with Zoho CRM using our platform?
You can integrate Sangoma with Zoho CRM by setting up triggers and actions in our platform. For example, use the 'Inbound Call Completed' trigger from Sangoma to create a new lead in Zoho CRM automatically.
What triggers are available for Sangoma in this integration?
In this integration, you can use triggers like 'Inbound Call Answered', 'Outbound Call Initiated', and 'Missed Call' from Sangoma to perform actions in Zoho CRM.
What actions can be performed in Zoho CRM when integrating with Sangoma?
You can perform various actions such as creating or updating records, adding notes, or scheduling events in Zoho CRM when calls are made or received through Sangoma.
Do I need any special permissions to set up the integration between Sangoma and Zoho CRM?
Yes, you need administrative access to both your Sangoma system and Zoho CRM account. This allows you to configure the necessary triggers and actions for seamless integration.
Can I customize the data sent from Sangoma to Zoho CRM?
Absolutely! You can map specific data fields from a call log in Sangoma to corresponding fields in Zoho CRM. This ensures relevant information is captured automatically.
Is there a way to automate follow-ups based on call outcomes between Sangoma and Zoho CRM?
Yes, you can use the outcome of a call as a trigger to automate follow-up tasks or emails in Zoho CRM. This ensures timely engagement with your leads or customers.
How do I handle errors during the integration process between these platforms?
Our platform provides logs and alerts that help you troubleshoot any issues promptly. It's essential to regularly check these logs for any errors during data transfer between Sangoma and Zoho CRM.
