How to Setup the Zoho CRM Integrator: Difference between revisions

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(Created page with "<blockquote>Administrator Access Required: To set up this integration, you will need administrator access to your Zoho CRM account and an Office Manager Scope with the Nova Portal to setup and access recordings.</blockquote>Setup Steps: # Login to your Nova Portal # Go to the "Integration" Tab and Select on the "Enable" Button within the Zoho CRM Box Please Note: This will launch into a new window # Login to Zoho CRM # Accept the Connection of the Integrator # Integrat...")
 
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<blockquote>Administrator Access Required:
'''Administrator Access Required:'''


To set up this integration, you will need administrator access to your Zoho CRM account and an Office Manager Scope with the Nova Portal to setup and access recordings.</blockquote>Setup Steps:
To set up this integration, you will need administrator access to your Zoho CRM account and an Office Manager Scope with the Nova Portal to setup and access recordings.
 
 
'''Setup Steps:'''


# Login to your Nova Portal
# Login to your Nova Portal
# Go to the "Integration" Tab and Select on the "Enable" Button within the Zoho CRM Box Please Note: This will launch into a new window
# Go to the "Integration" Tab and Select on the "Enable" Button within the Zoho CRM Box (Please Note: ''This will launch into a new window'')<blockquote>[[File:ImageZohoCRM.png|frameless|517x517px]]</blockquote>
# Login to Zoho CRM
# Login to Zoho CRM
# Accept the Connection of the Integrator
# Accept the Connection of the Integrator
# Integration Successfully Linked
# Integration Successfully Linked
## Screen Prompt:
## Screen Prompt: <code>Integration Successfully Enabled, you can now close this window.</code>
## Icon Prompt:
## Icon Prompt: <code>Zoho CRM integrated successfully</code>
## Integrator Enabled Successfully:
## Integrator Enabled Successfully: Zoho CRM is now showing "Enabled" in the Nova Portal under the "Integrations" tab.
# Adding Users to the Integrator
# Adding Users to the Integrator
## Hit the "Pencil" Icon Located Next to the "Enable Button" on Zoho CRM  
## Hit the "Pencil" Icon Located Next to the "Enable Button" on Zoho CRM
## Enable Users for Calls, SMS, and Meetings Data and Accessing Tokens within Advanced (This selection depicts which data the integrator records and sends over to the CRM)
## Enable Users for Calls, SMS, and Meetings Data and Accessing Tokens within Advanced (This selection depicts which data the integrator records and sends over to the CRM)
## In the "Advanced" is where the Tokens can be located (Please note: Any edits to this can affect the outcome of the task within Zoho CRM)
## In the "Advanced" is where the Tokens can be located (Please note: ''Any edits to this can affect the outcome of the task within Zoho CRM'')
##* Contact: <code><nowiki>[[phone_number]]</nowiki></code>
##* Contact: <code><nowiki>[[phone_number]]</nowiki></code>
##* Employee: <code><nowiki>[[employee]]</nowiki></code>
##* Employee: <code><nowiki>[[employee]]</nowiki></code>
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##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>
##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>
##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>
##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>
# Confirming the User's information in Zoho CRM<blockquote>'''User Identity Matching:''' <u>Email Address Identification</u>: The Nova Portal uses email addresses to identify users in Zoho CRM.  <u>No Email Present</u>? If a Nova Agent/User doesn't have an email address, the Zoho CRM administrator can add the user's extension number in Zoho CRM.  Follow the below steps to adding, adjusting or deleting Emails or Extension Numbers in Zoho CRM. </blockquote>Go to Zoho CRM (Please Note: You will be required to have Administrative Permissions to complete the following steps)
# Confirming the User's information in Zoho CRM<blockquote>'''User Identity Matching:''' <u>Email Address Identification</u>: The Nova Portal uses email addresses to identify users in Zoho CRM.  <u>No Email Present</u>? If a Nova Agent/User doesn't have an email address, the Zoho CRM administrator can add the user's extension number in Zoho CRM.  Follow the below steps to adding, adjusting or deleting Emails or Extension Numbers in Zoho CRM. </blockquote>Go to Zoho CRM (Please Note: ''You will be required to have Administrative Permissions to complete the following steps'')
## Go to User Settings
## Go to User Settings
## Select Settings via the "Gear" Icon
## Select Settings via the "Gear" Icon
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## Adding Extension and/or Email Address under the User
## Adding Extension and/or Email Address under the User
##* To add or adjust an email address, select the "Pencil" Icon to the right of the Email Field Box
##* To add or adjust an email address, select the "Pencil" Icon to the right of the Email Field Box
##* If no Email, Add the Extension Number to the Phone Field  This allows for the integrator to link the identity of the Nova user to the CRM User.  
##* If no Email, Add the Extension Number to the Phone Field  This allows for the integrator to link the identity of the Nova user to the CRM User.
# Setup Complete: Once completed you can complete a test call, meeting or SMS, if successful, the data will populate within its designated tab in Zoho CRM
 
## Example of a Call's Data being Logged under the Calls Tab:
 
# Accessing Call Recordings<blockquote>'''Please Note''': For security compliance Vested Networks provides a link to the recording in the Notes/Description Section of the Call Recording.  Additionally, for a call recording to be attached the Nova user who initiated or received the call must have Call Recording enabled on the User Level.</blockquote>Nova User Recording Settings:  How to Access the Recording Links within Zoho CRM:
<code>If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket.</code>
## Select Recorded Calls View
## Select Desired Call Record
## Select call recording link within Notes/Description Section (This will Pop a new Tab)
## Enter your email address for authentication (Authenticate via. email address and send code)
## Select Send Code
## Authenticate via Login

Revision as of 12:14, 15 June 2026

Administrator Access Required:

To set up this integration, you will need administrator access to your Zoho CRM account and an Office Manager Scope with the Nova Portal to setup and access recordings.


Setup Steps:

  1. Login to your Nova Portal
  2. Go to the "Integration" Tab and Select on the "Enable" Button within the Zoho CRM Box (Please Note: This will launch into a new window)

  3. Login to Zoho CRM
  4. Accept the Connection of the Integrator
  5. Integration Successfully Linked
    1. Screen Prompt: Integration Successfully Enabled, you can now close this window.
    2. Icon Prompt: Zoho CRM integrated successfully
    3. Integrator Enabled Successfully: Zoho CRM is now showing "Enabled" in the Nova Portal under the "Integrations" tab.
  6. Adding Users to the Integrator
    1. Hit the "Pencil" Icon Located Next to the "Enable Button" on Zoho CRM
    2. Enable Users for Calls, SMS, and Meetings Data and Accessing Tokens within Advanced (This selection depicts which data the integrator records and sends over to the CRM)
    3. In the "Advanced" is where the Tokens can be located (Please note: Any edits to this can affect the outcome of the task within Zoho CRM)
      • Contact: [[phone_number]]
      • Employee: [[employee]]
      • Call Direction: [[call_direction]]
      • Call Time: [[call_start]]
      • Call Event: [[call_event]]
      • Recording: [[recording_url]] [[transcription]]
  7. Confirming the User's information in Zoho CRM

    User Identity Matching: Email Address Identification: The Nova Portal uses email addresses to identify users in Zoho CRM. No Email Present? If a Nova Agent/User doesn't have an email address, the Zoho CRM administrator can add the user's extension number in Zoho CRM. Follow the below steps to adding, adjusting or deleting Emails or Extension Numbers in Zoho CRM.

    Go to Zoho CRM (Please Note: You will be required to have Administrative Permissions to complete the following steps)
    1. Go to User Settings
    2. Select Settings via the "Gear" Icon
    3. Select Users under General Settings Column
    4. Search the User's to confirm email or extension number is under the User
    5. Select the "Users" Tab
    6. Search the User using the Zoho CRM Search Function
    7. Hit the Pencil Icon to after Selecting on the user (Pencil located next to the Users Name)
    8. Adding Extension and/or Email Address under the User
      • To add or adjust an email address, select the "Pencil" Icon to the right of the Email Field Box
      • If no Email, Add the Extension Number to the Phone Field This allows for the integrator to link the identity of the Nova user to the CRM User.


If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket.

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