Zoho

Connect Zoho CRM with Salescaling to ensure all your conversations are logged and associated with your customer history.

1. Connection Process

How to Connect your Zoho Account?

1. Go to Settings > Integrations.
2. Find the Zoho card and click Connect.
3. You will be redirected to the Zoho login page to authorize the connection.
4. Once authorized, the integration will show the status "Connected" in Salescaling.

2. Required Permissions in Zoho

The user performing the connection must have sufficient permissions to:

• Read and write to Contacts, Accounts, and Deals modules
• Create and modify Events and EventRelations
• Access data on associations between modules
• Manage Participants in events

3. Information Flow: From Salescaling to Zoho

After a meeting is processed, Salescaling automatically creates activities in Zoho:

• Meeting Events: Events are created in Zoho with all the meeting information
• Meeting Summaries: Detailed notes are added with the summary of the conversation
• Consolidated Notes: All notes and meeting clips are consolidated into a single activity, organized by smart category
• Automatic Associations: Automatically linked with contacts, accounts, and deals

You can enable or disable the synchronization of summaries and Smart Categories notes without disconnecting Zoho. See CRM timeline synchronization.

• Participants: Meeting participants are added automatically

4. Information Flow: From Zoho to Salescaling

Salescaling uses read permissions to power the Associations functionality, linking each recording with the correct Contacts, Accounts, and Deals records.

5. Automatic Cascade Associations

Salescaling implements an intelligent cascade association system that ensures meetings are automatically linked with all related records in Zoho:

How Cascade Associations Work:

• Contact → Account + Deal: When a meeting is associated with a contact, it is also automatically linked to:

  • All accounts associated with that contact
  • All deals associated with that contact

• Account → Deal: When a meeting is associated with an account, it is also automatically linked to:

  • All deals associated with that account

6. Benefits of Full Integration

• Complete Sales Context: Each meeting is automatically associated with all related records
• Automatic Synchronization: No need to manually link each association
• Data Consistency: Information remains synchronized between Zoho and Salescaling
• Enriched Analysis: Metrics and analysis include the full context of sales relationships
• Participant Management: Participants are automatically added to events in Zoho