Set Up Zoho Integrations & View your first Calls

By linking Nimbata to your Zoho CRM Account, you can not only capture your callers' contact information but also track the marketing channels that motivated them to call your business. Consolidate all your valuable data in one centralized location, enabling you to monitor marketing performance comprehensively. Eliminate blind spots in customer journeys throughout the sales funnel and channel your marketing efforts effectively, allowing you to convert more prospects into customers without increasing your advertising expenditure.

Things you can do when using Zoho with Nimbata include:

⚡️ Keeping your CRM updated: Importing phone leads to Zoho allows you to create contacts when a phone call is placed from a first time caller that is not in your database or update an existing one enriching your lead data with additional info such as call duration, call source, utm campaign, gclid, call page, landing page and call recordings.
⚡️ Lead Generation and Attribution: Call activity shines a light to uncovered offline interactions resulting in more accurate lead sources and first, middle, and last touchpoints that are actually vital for mapping the whole customer journey. By integrating Nimbata with Zoho, you can track which marketing campaigns or channels are generating phone calls. It enables accurate attribution of leads to specific marketing efforts, helping to identify the most effective strategies and optimize marketing budgets accordingly.
⚡️Improved Lead Management: With automation rules, you can easily assign value to each phone lead based on their behavior and then push this information back to Zoho resulting in a more enhanced lead scoring process. You can also, incorporate your phone lead data into your workflows for example follow-up tasks can be created based on call outcomes, or lead lifecycle can be updated based on call activity.
⚡️ Lead Accuracy: Integration triggers let you send only the phone leads that really matter based on predefined criteria such as call duration>1 min to your Zoho avoiding distractions and misleading decision-making caused by blurry data at contact and company level.
⚡️ Analytics and Reporting: Call data can be analyzed within Zoho to generate meaningful insights. You can use this data to identify trends, monitor call quality and customer satisfaction, measure marketing ROI, and make data-driven decisions to improve sales and customer service processes.

Set Up 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 project level, so before continuing, make sure you are performing edits for the desired project .

Step 1: Navigate to Integrations > ZOHO. And click on the "Sign in with ZOHO" button.



A popup will appear, guiding you to link your ZOHO account with Nimbata. Select the desired account for connection and click the button to establish the connection.



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: Select your Trigger. You can choose the default one "After Every Call". In case you want to filter the calls that will be sent to your ZOHO account, click on the Trigger Field, and then from the drop-down list click on "Create Trigger".



Step 3: Configure what happens when a new lead calls you

The first step here 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, a 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.



Explanation: 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 = New Call from, last name = Nimbata). 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 it's even easier to identify, and 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, 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 in the talk duration, and the start time. Ιn 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.



Explanation: 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 it's 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.



The 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.


🎉 That's it! From now on, each incoming call that meets your trigger's criteria will seamlessly follow the process you just established, ensuring it is seamlessly forwarded to your ZOHO CRM.

Updated on: 25/11/2024