Zoho CRM and Ringostat integration

Optimize the work of the sales department to free up time for closing deals.

Benefits of integration:

  • 1
    Transfer of the data on calls to Zoho CRM. After the request from a customer, the system will automatically create leads, tasks, and deals.
  • 2
    Improving the service level, due to the control of the sales department. Audio recordings of all conversations with the customer are attached to the deal.
  • 3
    Understanding of ads that drive leads. The information on the advertising source of the phone call displays in the CRM.

Zoho CRM and Ringostat integration allows to:

Automate the work of the sales department

Zoho CRM is an online platform that brings together management of sales, marketing, and tech support. Due to the integration with Ringostat, data on calls are transferred to the CRM, and events that you set automatically occur. For example, when there is a missed call the task to “Call back” with a deadline will be created for the responsible sales rep. Smart integration logic is flexibly configured in a special matrix.

Increase the effectiveness of sales reps

After each conversation with the customer, an audio recording is automatically attached to the deal or related tasks. That's how the manager can control how sales reps process the leads and understand the reasons for the lost deals. Beginners can be trained using audio recordings of conversations from those deals that were successfully closed.

Find out ads that bring sales

Ringostat automatically transfers the advertising source of the call to Zoho CRM. This information is shown in the corresponding field of the deal card. Thus, you can see which source, channel, campaign, and keyword brought the lead. This gives an understanding of advertising activities that most often drive to the closure of the deal. By having this information, we can make conclusions on what to invest the budget in, so that it pays off.

How Zoho CRM and Ringostat integration works

Enable the integration

Automatically transfer data on calls from Ringostat

Analytics of your calls displays in Zoho CRM

How to set up integration

  • Go to the General settings section in your Ringostat account — Agents and click on the "Add a new agent".
  • Fill out the form with data on the employee.
  • Go to the CRM section Setup — Customization — Modules and Fields — Leads — Fields.
  • Create fields for the source, channel, campaign, keyword, content, and client_ID.
  • Go to the Ringostat account, Integration — Ready-to-use integrations, and select Zoho CRM.
  • Activate the integration and click on the "Accept".
  • After that, you will see a list of users that will upload from Zoho CRM.
  • Select an employee that you want to be a senior sales rep.

Any questions?

Learn more about integration.