ZOHO INTEGRATION

The Intulse integration with Zoho connects your phone system to your Zoho account, giving you instant access to client details and streamlining your communication.

Zoho Integration Key Features

• When you receive an incoming call, instead of displaying the caller ID, your phone system will display the caller’s name as it appears in your Zoho records.
• You can click on the caller’s name to open their record within Zoho.
• You can quickly add your own commentary to the call log, which will automatically include:
  • The user and extension the call was connected to
  • The date and start time of the call
  • The call duration
  • Whether the call was inbound or outbound
  • The external phone number
• If the call was recorded, a copy of the call recording will be attached to the call log.
• You can start calls to Zoho contacts directly from the Intulse App by searching for a contact name on the Phone screen.
• If you have the Intulse Companion App installed in your browser, you can start calls and text message conversations directly inside Zoho by simply clicking on a phone number.

To experience the integration between Intulse and Zoho, you will need to use the Intulse App.

CONNECTING ZOHO TO INTULSE

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

All Users

1. Open the Intulse App and select More from the menu.
2. Click Integrations and then select Zoho from the list.
3. Click the Authorize Intulse button.
   • This will open new window notifying you that your account has been authorized.
   • Once you've completed the authorization process, you should see a banner in the Intulse App notifying you that your connection process was successful.

System Administrators

1. Open the Intulse App and select the More menu tab.
   2.Click Integrations and select Zoho from the list.
2. Click the Authorize Intulse button.
   • This will open new window where you can login to your Zoho account and authorize Intulse to access your data in Zoho.
   • Each user will need to do this in the Intulse App.
3. Once you've completed the authorization process, you should see in the Intulse App that the process was successful.
4. Check the box if you wish to Enable automatic call logging for your entire organization.
5. Check the box if you wish to Enable contact searching for your entire organization.
6. Use the drop-down list to select users who should be excluded from automatic call logging.

For more information about Zoho, check out their website!