Zoho

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

1. Connection Process

How to Connect your Zoho?

1. Go to Settings > Integrations.

2. Find the Zoho integration and click Connect.

3. You will be redirected to the Zoho login page so you can authorize the connection.

4. Once authorized, the integration will show the status "Connected" in Salescaling.

2. Required Permissions in Zoho

The user who makes 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 automatically creates activities in Zoho:

• Meeting Events: Events are created in Zoho with all the meeting information

• Meeting Summaries: Detailed notes with the conversation summary are added

• 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 added automatically

4. Information Flow: From Zoho to Salescaling

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

5. Automatic Cascade Associations

Salescaling implements an intelligent system of cascade associations that ensures meetings are automatically linked to all related records in Zoho:

How Cascade Associations Work:

• Contact → Account + Deal: When a meeting is associated with a contact, it is automatically also linked 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 also linked 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 is kept synchronized between Zoho and Salescaling

• Enriched Analytics: Metrics and analytics include the full context of business relationships

• Participant Management: Participants are automatically added to events in Zoho

This integration feeds the functionality of Associations, automatically linking each recording to the corresponding contact, company and/or deal records in Zoho, with full bidirectional synchronization.