--- title: "Zoho CRM " description: "Zoho CRM is a cloud-based customer relationship management (CRM) software that lets businesses manage customer relationships from a single platform." section: "Integrations" site: "Netsipp Knowledge Base" language: en url: https://docs.netsipp.com/en/entegrasyonlar/zoho-crm --- # **Zoho CRM Integration** **Zoho CRM** is a cloud-based customer relationship management (CRM) software that lets businesses manage customer relationships from a single platform. By simplifying operations such as tracking sales processes, lead management and creating deals and tasks, it allows businesses to run their sales and marketing activities from a single center. With the **Zoho CRM – Netsipp integration**, a communication dimension is added to these processes; users can combine the customer processes they run in the CRM with the communication infrastructure Netsipp offers, and manage calls, tasks and customer records quickly and in an integrated way. ## **What Can You Do with This Integration?** With the Netsipp – Zoho CRM integration you can perform the following: - **Create Deal**: You can easily add new deals to the system. - **Create Task:** You can create tasks according to the scenarios you define. - **Create Contact:** You can create new customer records automatically without manual entry. - **Identify Customer:** You can recognize the customer automatically and reach the related record. - **Create Lead:** You can save new lead details automatically. ## **Zoho CRM – Netsipp Integration Setup Steps** ### **1. Purchase the Zoho CRM Integration** - Log in to the Netsipp portal. Click the **Marketplace** option in the left menu. - On the screen that opens you can view the integrations and add-on modules available in the marketplace. Type **Zoho CRM** in the search bar and select the Zoho CRM integration. - On the Zoho CRM integration screen you can select the subscription period as **monthly or yearly** according to your needs. After your selection, click the **Add to Cart** button. Complete the payment. - Once the payment is complete, the **Integration Settings** section will open. From this section you can carry out the setup and configuration of the Zoho CRM integration. ### **2. Connect the Zoho CRM Account** - On the screen, follow the **Integration Settings > Authentication Settings** steps. - Click the **Connect with Zoho** button. ![1789040716994-457b89f397486877df58ad61.png](https://dosyaindir.netgsm.com.tr/download?p=9cfdd116258f03a9227dc2e2e37dead4800740485d8dd6534214d9a3975316b4ac13cbf62d46f2ee70b1d890097f8ce8386915d64cbd3aed81cc127fc4383fbd1e0dc2b5462236329e222de239a21fc78bb387e7d3964d99d6358484fd249a85301276eb5f4e67df735db563225b18588325a1b3d8cee495a74bf639c7c534f6%3A%3A83f6fc6ecaef3821c9b9637dc1150de4&h=c51717b69e0b439932437466753ce7f537c169d2603a16a83a86d9da64363397&v=7337d1c92c022b19aac0c7b573a60e82%3A%3A2132ccff3b1798d3bff75737c22e34c7) - In the window that opens, enter the username and password of your Zoho CRM account and log in. - Approve the access permissions. - Once the authorization is complete, your Zoho CRM account will be connected to Netsipp automatically. ### **3. Add the Integration Features** - After connecting your Zoho CRM account, follow the **Integration Settings > Features** steps. - On the screen that opens you can view the features you can add to the integration. - Click the **Add** button next to the feature you want to use. For example; to create a task in Zoho CRM, click the **Add** button next to the **Create Task** feature. ![1789040770746-36ee88c39f4cef682c325de5.png](https://dosyaindir.netgsm.com.tr/download?p=7f67cfe5c443a08d67217c3ab3aaa5c9438129a973ac0f4c09b21cbc49ef72cc1533ceef3bdfee7db388e07faf35ca7b6848a7c9fbb7a6085a181ee77664e456231b9be9b0d6524f014b6d53ca4ffa9ec19f7891d466925e21935c52add0223c2d69b919cb822c41564580ec731a9c2fbb337b30931a8bd1f2fa2e728d3833c9%3A%3A977e9dc6780725352e68c419141476b9&h=16c0f5a31147962f2b013151e92f3d4df11a3a7325af7fe65e94304b6ef0a6de&v=e2db517ac8d29c73c8f0b977021def5c%3A%3Ad450f22954568695e61149bd2e26c6d3) - Fill in the required information on the settings screen of the feature you want to add. After completing the information, click the **Save** button. The feature you define will become available according to the scenarios you set. ## **Conclusion** With the Netsipp – Zoho CRM integration you can transfer your CRM processes such as contacts, leads, tasks and deals to Zoho CRM over Netsipp with the scenarios you define. After completing the integration settings, you can add the features you need and manage your Zoho CRM processes together with Netsipp. ## Site menu - [Introduction](https://docs.netsipp.com/en) - **Authentication** - [Create Account](https://docs.netsipp.com/en/kimlik-dogrulama/hesap-olustur) - [User Login](https://docs.netsipp.com/en/kimlik-dogrulama/kullanici-girisi) - [Password Reset](https://docs.netsipp.com/en/kimlik-dogrulama/sifre-sifirlama) - **Organization** - [Organization List ](https://docs.netsipp.com/en/organizasyon/organizasyon-listesi) - [Organization Settings](https://docs.netsipp.com/en/organizasyon/ayarlar) - [Organization Schema](https://docs.netsipp.com/en/organizasyon/sema) - [Wallboard](https://docs.netsipp.com/en/organizasyon/tv-ekrani) - [Flow Designer](https://docs.netsipp.com/en/organizasyon/akis-diyagrami) - [Directory Management](https://docs.netsipp.com/en/organizasyon/rehber) - [Break Management](https://docs.netsipp.com/en/organizasyon/molalar) - [Supervisor](https://docs.netsipp.com/en/organizasyon/supervisor) - [Auto Dialer](https://docs.netsipp.com/en/organizasyon/otomatik-arama) - [Public API](https://docs.netsipp.com/en/organizasyon/public-api) - [FCT](https://docs.netsipp.com/en/organizasyon/fct) - **Marketplace** - [Product Store](https://docs.netsipp.com/en/pazar-yeri/katalog) - [Shopping Cart](https://docs.netsipp.com/en/pazar-yeri/sepet) - [Checkout Page](https://docs.netsipp.com/en/pazar-yeri/odeme) - [Product Detail Page](https://docs.netsipp.com/en/pazar-yeri/urun-detay) - **Products** - [Cloud PBX Packages](https://docs.netsipp.com/en/urunler/bulut-santral-paketleri) - [Agent Module](https://docs.netsipp.com/en/urunler/agent-modulu) - [Agent Screen Applications](https://docs.netsipp.com/en/urunler/agent-ekrani-uygulamalari) - [Supervisor Module](https://docs.netsipp.com/en/urunler/supervisor-modulu) - [Wallboard](https://docs.netsipp.com/en/urunler/tv-ekrani-modulu) - [Call Recording](https://docs.netsipp.com/en/urunler/gorusme-kaydi) - [Call Transcript](https://docs.netsipp.com/en/urunler/cagri-transkript) - [Quality Evaluation Module](https://docs.netsipp.com/en/urunler/kalite-degerlendirme-modulu) - [Post-Call Survey](https://docs.netsipp.com/en/urunler/cagri-sonu-anket) - [Call Center Reports](https://docs.netsipp.com/en/urunler/cagri-merkezi-raporlari) - [Netsipp Live Chat](https://docs.netsipp.com/en/urunler/netsipp-canli-chat) - [Directory Lookup](https://docs.netsipp.com/en/urunler/rehber-sorgusu) - [PBX Extension](https://docs.netsipp.com/en/urunler/toplam-dahili-adedi) - [Telephone Line (Trunk) Package](https://docs.netsipp.com/en/urunler/telefon-hatti) - [Netsipp Webhook](https://docs.netsipp.com/en/urunler/netsipp-webhook) - [Custom API](https://docs.netsipp.com/en/urunler/ozel-api-custom) - [Netsipp Softphone Desktop](https://docs.netsipp.com/en/urunler/netsipp-softphone-masaustu) - [Netsipp Softphone Mobile](https://docs.netsipp.com/en/urunler/netsipp-softphone-mobil) - [Netgsm SMS](https://docs.netsipp.com/en/urunler/netgsm-sms) - [NetIYS](https://docs.netsipp.com/en/urunler/netiys) - [Netsipp Mail](https://docs.netsipp.com/en/urunler/netsipp-mail) - [Physical IP FCT](https://docs.netsipp.com/en/urunler/fiziki-ip-fct) - [Auto Dialer](https://docs.netsipp.com/en/urunler/otomatik-arama-urun) - [eSIM-FCT](https://docs.netsipp.com/en/urunler/ip-fct) - [NGN Trunk Service](https://docs.netsipp.com/en/urunler/ngn-trunk-hizmeti) - [Show Calling Number](https://docs.netsipp.com/en/urunler/arayan-numarayi-goster) - **PBX Settings** - [Extension Management](https://docs.netsipp.com/en/pbx-ayarlari/dahililer) - [Queue Management](https://docs.netsipp.com/en/pbx-ayarlari/kuyruklar) - [Announcement Management](https://docs.netsipp.com/en/pbx-ayarlari/anonslar) - [IVR Menu Management](https://docs.netsipp.com/en/pbx-ayarlari/ivr-listesi) - [Department Management](https://docs.netsipp.com/en/pbx-ayarlari/departmanlar) - [Team Management](https://docs.netsipp.com/en/pbx-ayarlari/takimlar) - [Outbound Call Rules](https://docs.netsipp.com/en/pbx-ayarlari/giden-hatlar) - [Inbound Call Rules](https://docs.netsipp.com/en/pbx-ayarlari/gelen-hatlar) - [Telephone Line Management](https://docs.netsipp.com/en/pbx-ayarlari/trunk-yonetimi) - [Sound Library](https://docs.netsipp.com/en/pbx-ayarlari/sistem-kayitlari) - [General Settings](https://docs.netsipp.com/en/pbx-ayarlari/genel-ayarlar) - [Time Condition Management](https://docs.netsipp.com/en/pbx-ayarlari/zaman-kosullari) - **Projects and Tickets** - [Projects](https://docs.netsipp.com/en/projeler-ve-biletler/proje-detay) - **Users and Roles** - [Agent (User) Management](https://docs.netsipp.com/en/kullanicilar-ve-roller/agent-yonetimi) - [Role Management](https://docs.netsipp.com/en/kullanicilar-ve-roller/roller) - **Profile and Account** - [Profile & Account Settings](https://docs.netsipp.com/en/profil-ve-hesap/profil) - **Reports** - [Call Reports ](https://docs.netsipp.com/en/raporlar/cagri-raporlari) - [Agent Call Report](https://docs.netsipp.com/en/raporlar/agent-cagri) - [CDR Report](https://docs.netsipp.com/en/raporlar/cdr) - [Organization Daily Report](https://docs.netsipp.com/en/raporlar/gunluk-organizasyon) - [Queue Daily Report](https://docs.netsipp.com/en/raporlar/kuyruk-gunluk) - [Queue Detail Report](https://docs.netsipp.com/en/raporlar/kuyruk-detay) - **Integrations** - [Zoho CRM ](https://docs.netsipp.com/en/entegrasyonlar/zoho-crm) ← this page - [ikas ](https://docs.netsipp.com/en/entegrasyonlar/ikas) - [Aidatım](https://docs.netsipp.com/en/entegrasyonlar/aidatim) - [ArnivaIsp](https://docs.netsipp.com/en/entegrasyonlar/arnivaisp) - [Dia](https://docs.netsipp.com/en/entegrasyonlar/dia) - [Ennet](https://docs.netsipp.com/en/entegrasyonlar/ennet) - [Freshdesk](https://docs.netsipp.com/en/entegrasyonlar/freshdesk) - [Halı Pratik](https://docs.netsipp.com/en/entegrasyonlar/hali-pratik) - [Hubspot](https://docs.netsipp.com/en/entegrasyonlar/hubspot) - [Kommo](https://docs.netsipp.com/en/entegrasyonlar/kommo) - [Logo](https://docs.netsipp.com/en/entegrasyonlar/logo) - [Monday](https://docs.netsipp.com/en/entegrasyonlar/monday) - [NegroPOS](https://docs.netsipp.com/en/entegrasyonlar/negropos) - [Slack](https://docs.netsipp.com/en/entegrasyonlar/slack) - [Teamgram](https://docs.netsipp.com/en/entegrasyonlar/teamgram) - [Ticimax](https://docs.netsipp.com/en/entegrasyonlar/ticimax) - [T-Soft](https://docs.netsipp.com/en/entegrasyonlar/tsoft) - [Usta Pos](https://docs.netsipp.com/en/entegrasyonlar/usta-pos) - [WhatsApp](https://docs.netsipp.com/en/entegrasyonlar/whatsapp) - [Zendesk](https://docs.netsipp.com/en/entegrasyonlar/zendesk) - [Zoho Desk](https://docs.netsipp.com/en/entegrasyonlar/zoho-desk) - [Wiradius](https://docs.netsipp.com/en/entegrasyonlar/wiradius) - [Wordpress Woocommerce](https://docs.netsipp.com/en/entegrasyonlar/wordpress-woocommerce) ## Full documentation - [llms.txt](https://docs.netsipp.com/llms.txt): Site index — every page with its summary - [llms-full.txt](https://docs.netsipp.com/llms-full.txt): Plain-text copy of every document in one file