How to Integrate TextPeak Inbox with Zoho

This article describes how to integrate TextPeak Inbox with Zoho CRM.

Setting new connection

To start adding Zoho Integration to TextPeak Inbox:

Open Integrations

Click Integrations in the TextPeak main menu on the left.

Set a new connection

Click Set New Connection in the top right of the Integrations page.

Screenshot of the Set New Connection button — **Set New Connection** button

Select Zoho

Select Zoho in the pop-up window.

Screenshot of the Zoho selection — **Zoho** selection

Log in to Zoho

Enter your Zoho credentials to log in to your account.

Screenshot of the Zoho sign-in window — Zoho **Sign in** window

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TIP
You can also start by connecting your CRM with TextPeak via Zoho One-Click Integration.

Choose the CRM account

Choose a CRM production account to connect with TextPeak.

Screenshot with choosing a CRM production account — Choosing a CRM production account

Accept the permissions

Provide permissions to TextPeak to access your data - click Accept.

Screenshot with granting access to CommPeak — Granting access to TextPeak

Log in with CommPeak

Click Login with CommPeak.

Authorize TextPeak

For your TextPeak account, click Authorize.

Screenshot with authorizing Zoho — Authorizing Zoho

Select the users and teams to import

To complete integration, select the users and/or teams you want to import from your Zoho CRM. There are three options to choose from:

Importing only admins
Importing all the users
Importing users per profiles (teams).

Select profiles

You can multiselect profiles for the last option, if needed.

Complete the integration

Click Complete Integration.

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NOTE
Newly added agents within imported teams will be automatically registered when they access the inbox, while users removed from a team will lose access.

✔️ Congratulations! The integration is complete.

Customizing Zoho settings

In this step, you must be automatically logged into your Zoho account.

To customize your Zoho setup:

Open Modules and Fields

Open settings and click to access Modules and Fields.

Create a web tab

In the Customization > Modules and Fields page, switch to Web Tabs, click to create a new web tab, and give it a name, for example, "TextPeak".

Add the TextPeak link

For the source, select the Links option and insert the link that a TextPeak support agent will provide you with, for example, https://textpeak.commpeak.com/zoho-sso.

Append parameters and save

Proceed with appending parameters and then click Save.

Open TextPeak from the Zoho menu

When done, your TextPeak integration will become accessible from the Zoho main menu with a new option added (here, named TextPeak according to the name added to the Web Tab).

Screenshot with the TextPeak menu option added to the Zoho main menu — **TextPeak** menu option added

Agent flow

Select TextPeak

Select TextPeak on the list and click the button in the middle of the screen to confirm logging into your Inbox, integrated inside the Zoho CRM.

Screenshot of the SSO with Zoho button — **SSO with Zoho** button

Authenticate with Zoho

Authenticate with Zoho.

Choose the CRM

Choose the CRM to connect with TextPeak Inbox.

Screenshot of selecting a connected CRM — Selecting connected CRM

Accept the permissions

Click Accept to approve the permissions.

Screenshot with approving access — Approving access

Start working in TextPeak Inbox

The TextPeak Inbox will be shown inside Zoho CRM ready to work with.

Screenshot of the Inbox inside Zoho CRM — TextPeak Inbox inside Zoho CRM

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NOTE
Your session will remain active for at least 24 hours, so you won't need to authenticate again during this period.