Zoho Integration
Nimbata integrates with your Zoho account, by sending an event each time a call is placed on one of your lead gen numbers. This type of integration allows you to view session information about the call, such as keyword, campaign, source / medium and other session based info. The integration is performed on a brand level, so before continuing, make sure you are performing edits for the desired brand.
From the header menu navigate to “Integrations – Gallery” and click on the ZOHO section
Click on the “Sign in with ZOHO” button
A pop up will appear, prompting you to connect your ZOHO account with Nimbata. Choose the account you wish to connect and click the button to connect.
That’s it! Your ZOHO account is now connected with Nimbata and you are now ready to configure the integration to log calls in ZOHO.
The first step is to configure what happens when a new lead picks up the phone and calls you. Nimbata allows you to create a new contact, a new lead, a new account, task and a new call activity. Here we will show you how to create a lead and log a call activity with the essential call information.
First we choose to create a lead. To be able to easily identify this lead in ZOHO we choose to give it an identifier that the call came from a Nimbata phone number (first name = Nimbata, last name = Lead). Under phone number we set to automatically fetch the caller ID from the Nimbata log. In the lead properties we also choose to set the description to: Inbound Call from Nimbata so its even easier to identify, assign it to an owner and the email that will handle this lead.
Based on your ZOHO configuration you have the option to populate any contact property with any Nimbata value or ZOHO value or even free text. Simply choose the "Add New Row" section and the lead properties that are available to be populated will be available for you to choose.
Along with the lead we choose to create an Inbound Call Activity, under the lead. Here we are interested about the talk duration, the start time and in the description, include all the marketing information fetched from Nimbata, such as the utm_campaign and the link to the recording so you can listen to the call.
Nimbata also allows you to automatically populate this section with our suggestion. To do so, locate the “Use default config” button at the bottom of the section and click it. This will auto populate your property with the following configuration.
Next we need to define what call information is sent to ZOHO when a lead that already exists on our CRM calls us.
When an existing customer calls you we choose to create an inbound call activity and send the duration, tag, start time and a link to the recording. Again, you are free to populate this with any additional fields that work best for you!
Before you save your configuration you have the option to send a test event to ZOHO, making sure all the information is sent to the properties you set in the previous steps.
You can experiment with various scenarios and when you are confident that each scenario passes the test you can click on Save to automate the process.
Below we show how you can view logged calls in ZOHO for each scenario we described above.
Nimbata will create a new contact with the First Name and Last Name we set (New Phone Lead from Nimbata) so its easily distinguishable from the leads list in ZOHO.
In addition Nimbata will log a call activity with the outcome of the call, the duration and all the call information you selected in the previous steps in the body section.
Next steps here would be to listen to the call and update the lead with the information gathered in the call.
Now that John Doe is an existing customer, if he calls again, Nimbata will apply the rules set when the caller ID exists in our CRM.
As such, the second call is logged as an activity after the previous call, including the link to the recording.
Step 1: Connect your ZOHO account
From the header menu navigate to “Integrations – Gallery” and click on the ZOHO section
Click on the “Sign in with ZOHO” button
A pop up will appear, prompting you to connect your ZOHO account with Nimbata. Choose the account you wish to connect and click the button to connect.
That’s it! Your ZOHO account is now connected with Nimbata and you are now ready to configure the integration to log calls in ZOHO.
Step 2: Configure what happens when a new lead calls you
The first step is to configure what happens when a new lead picks up the phone and calls you. Nimbata allows you to create a new contact, a new lead, a new account, task and a new call activity. Here we will show you how to create a lead and log a call activity with the essential call information.
First we choose to create a lead. To be able to easily identify this lead in ZOHO we choose to give it an identifier that the call came from a Nimbata phone number (first name = Nimbata, last name = Lead). Under phone number we set to automatically fetch the caller ID from the Nimbata log. In the lead properties we also choose to set the description to: Inbound Call from Nimbata so its even easier to identify, assign it to an owner and the email that will handle this lead.
Based on your ZOHO configuration you have the option to populate any contact property with any Nimbata value or ZOHO value or even free text. Simply choose the "Add New Row" section and the lead properties that are available to be populated will be available for you to choose.
Along with the lead we choose to create an Inbound Call Activity, under the lead. Here we are interested about the talk duration, the start time and in the description, include all the marketing information fetched from Nimbata, such as the utm_campaign and the link to the recording so you can listen to the call.
Nimbata also allows you to automatically populate this section with our suggestion. To do so, locate the “Use default config” button at the bottom of the section and click it. This will auto populate your property with the following configuration.
Step 3: Configure what happens when an existing customer calls you
Next we need to define what call information is sent to ZOHO when a lead that already exists on our CRM calls us.
When an existing customer calls you we choose to create an inbound call activity and send the duration, tag, start time and a link to the recording. Again, you are free to populate this with any additional fields that work best for you!
Step 4: View calls in ZOHO
Before you save your configuration you have the option to send a test event to ZOHO, making sure all the information is sent to the properties you set in the previous steps.
You can experiment with various scenarios and when you are confident that each scenario passes the test you can click on Save to automate the process.
Below we show how you can view logged calls in ZOHO for each scenario we described above.
New Phone Lead
Nimbata will create a new contact with the First Name and Last Name we set (New Phone Lead from Nimbata) so its easily distinguishable from the leads list in ZOHO.
In addition Nimbata will log a call activity with the outcome of the call, the duration and all the call information you selected in the previous steps in the body section.
Next steps here would be to listen to the call and update the lead with the information gathered in the call.
Call from existing customer
Now that John Doe is an existing customer, if he calls again, Nimbata will apply the rules set when the caller ID exists in our CRM.
As such, the second call is logged as an activity after the previous call, including the link to the recording.
Updated on: 06/03/2023
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