This article describes how to integrate CommPeak Dialer with Zoho CRM so that you can manage your CRM leads in your Dialer.

Step 1: Install the Integration App

1. Start by connecting your CRM with CommPeak via Zoho One-Click Integration.

2. Enter your Zoho credentials to log in to your CRM account.

   

3. Choose a CRM production account to connect with CommPeak.

   

4. Provide permissions to CommPeak to access your data - click Accept.

   

5. Enter your CommPeak Portal account credentials, verify that you are human, and click Login.

   

6. Select your CommPeak account and then click Authorize.

   

7. The system will redirect you to the CommPeak Portal home page.

✔️ Congratulations! The installation is complete.

Step 2: Integrate Your Dialer Account with the Zoho Connection

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NOTE

Please coordinate with your Dialer manager to align your setup:

1. Your Dialer manager must add a Zoho adapter in your Dialer account.
2. Your Dialer manager will provide a dedicated Webhook URL for Step 3

Step 3: Complete Setup in Zoho

In your CRM, you need to perform additional steps as follows.

1. Go to Settings > Workflow Rules > Create Rule > Choose criteria.

2. Insert the following data:

   • import group URL

     

   • and basic auth.

     

3. Select the fields to push to the Dialer.

Troubleshooting

When you click Login / Update Scope in [Step 3] above, you can get an error authorizing the adapter:

To resolve the issue:

1. In your CommPeak Dialer platform, go to Settings > CRM Integrations Management.

2. Find the Zoho integration in the CRM Integrations table.

3. Go to the Actions column, expand Actions and select Edit.

4. Find the Login URI field. If it is https://accounts.zoho.com, replace the top-level domain part with that from your Zoho CRM URL, for example:

   

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NOTE

Check your Zoho CRM URL to see if it ends with .eu, sg., etc.

5. Click Save.
6. Complete the Step 2 again.