Important: This Zoho CRM extension only works if you are an existing customer of Global Call Forwarding and have activated the option for the Zoho CRM Data Integration.
The goal of the extension is to automatically upload and display on Zoho CRM all calls made from or to one of your contacts or leads through the Global Call Forwarding platform.
Before you install the extension, follow the steps 1 to 7:
1. Login to your Global Call Forwarding account with your e-mail and password
https://newcp.globalcallforwarding.com/login
2. On your control panel, in the “services” menu, you will see the “integration” option, click on it.
3. Click on the “Integrate“ option corresponding to Zoho.
4. The system will automatically generate a secret key. Copy it and keep it somewhere safe, you will need to insert that information into the Zoho CRM Extension.
5. You can choose to integrate the calls for all your lines or select some to be uploaded.
6. Save all your changes before going to the next step.
7. Once the changes are saved, you can see the start date and secret key on your Global Call Forwarding control panel:
8. Go to Zoho CRM to install the Global Call Forwarding extension. After the installation, the following screen will appear. Please enter your account number (e.g., GXXXXXX) and secret key and select the update frequency at which you want your calls uploaded to Zoho CRM.
9. After two hours, you can observe the calls uploaded to the existing contacts (module calls) and leads with matching numbers. The calls from or to numbers not registered in your CRM will be ignored. (Important: the historical calls won’t be imported; it will only import the calls starting from the time the integration was requested in our platform and generated the secret key).
What Is the GCF Data Sync Integration With Zoho CRM?
Zoho is a multinational technology company that makes computer software and web-based business tools. Zoho CRM is a cloud-based customer relationship management platform that helps businesses manage sales, marketing, and customer support operations.
Our Data Sync Integration enables companies to synchronize call detail records automatically between Global Call Forwarding and Zoho CRM. It enables visibility into agents’ call activities directly from the Zoho CRM platform.
You can read more about our voice integrations here.