# Zoho

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

## 1. Connection Process

How to Connect Your Account to **Zoho**?

1. Go to **Settings** > [**Integrations**](https://app.salescaling.com/settings/integrations).
2. Look for the card for **Zoho** tab, and click **Connect**.
3. You will be redirected to the login page of **Zoho** so that you can 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 in modules **Contacts**, **Accounts** and **Deals**
* 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** it 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 conversation summary
* **Consolidated Notes**: All meeting notes and clips are consolidated into a single activity, organized by smart category
* **Automatic Associations**: They are automatically linked to contacts, accounts, and deals
* **Participants**: Meeting participants are automatically added

## 4. Information Flow: From Zoho to Salescaling

**Salescaling** uses read permissions to enhance the functionality of **Associations** (Associations), linking each recording with the correct Contacts, Accounts, and Deals records.

## 5. Automatic Cascading Associations

**Salescaling** implements an intelligent system of **cascading associations** that ensures meetings are automatically linked with all related records in Zoho:

### How Cascading Associations Work:

* **Contact → Account + Deal**: When a meeting is associated with a contact, it is automatically linked also to:
  * All accounts (Accounts) associated with that contact
  * All deals (Deals) associated with that contact
* **Account → Deal**: When a meeting is associated with an account, it is automatically linked also to:
  * All deals (Deals) associated with that account

## 6. Benefits of Full Integration

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

{% hint style="info" %}
This integration powers the functionality of **Associations**, automatically linking each recording with the corresponding contact, company, and/or deal records in **Zoho**, with full two-way synchronization.
{% endhint %}


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