How to Configure OneCloud Integrator + Zoho CRM

Overview:
The OneCloud Zoho CRM integration is a zero-touch solution designed to automatically log Voice/Calls, SMS, and Meetings at the contact level within Zoho CRM. Once configured, this integration requires no further user interaction for logging and provides accurate activity tracking for your sales and support teams.

Prerequisites

• OneCloud Office Manager Scope or above with access to manage.onecloud.com
• A Zoho CRM account with admin privileges (required to configure user preferences)

How to Enable Integration

1. Log Into OneCloud Manage

• Visit manage.onecloud.com
• Log in using your OneCloud credentials

2. Access the Integration Settings

• From the left-hand navigation bar, click Users
• Select the Integrations on the left side toolbar
• You will see a list of available CRMs

3. Enable Zoho CRM Integration

• Toggle the Zoho CRM CRM Integration switch ON
• A prompt will appear requesting your Zoho CRM login credentials
• Once entered, you’ll see a screen outlining the access permissions required for the integration

You’ll see a preview screen (shown below in this article) explaining what data the app can view and manage before final confirmation.

Permissions Requested

By enabling the integration, OneCloud will have access to:

Set User Extensions in Zoho CRM (Admin Step)

Once the app is connected, Zoho CRM admins need to configure user extensions for accurate call and SMS logging.

Steps:

1. Log in to your Zoho Admin account and ensure you are in the CRM Module
2. Click the Settings icon (⚙️) in the top right
3. Go to Users, located in the General Block
4. Locate the user you wish to configure and select them
5. In the user window on the right, click the Pencil Icon next to the user's name to edit their details. 
6. Scroll to Phone Number section
• Input the user's extension number
  
• Note: This field is used for the extension for this use case, even though it may seem intended for full phone numbers. 
7. Save your change
   

You're All Set!

Once both the integration and user preferences are set:

• Voice calls, SMS messages, and meetings will auto-log on the associated Zoho CRM contact record
• No manual input is required
• Call transcriptions and summaries (if enabled) are also logged automatically

Managing Users & Modifying Integration Settings

If you need to add, remove, or change which users are synced:

Modify Users:

1. Return to manage.onecloud.com
2. Log in with your OneCloud credentials
3. Go to Users → Integrations
4. Click the ✏️ Edit icon next to the Zoho CRM toggle
5. Select or deselect users accordingly
   

Disable Integration:

• To turn off the integration, simply toggle the Zoho CRM switch to OFF in the same menu.
  This will immediately deactivate all syncing.

💬 Need Help?

If you run into any issues or have questions, please contact our support team at support@onecloud.com or call 

1-800-921-9680