How to integrate CallHippo with ZOHO?

In order to activate your Zoho integration, you need an ‘Authentication token’ generated from your Zoho account. Here are the steps you can follow:

To activate your Zoho integration:

  • Login to your Zoho account.

  • Once logged in, Click on the ‘Menu’ in the top right corner and then click on ‘Setup’.



  • Inside ‘Setup’, Click on ‘APIs’ under the ‘Developer Space’ segment.



  • Click on the ‘CRM API’ button.

  • Add the ‘Application name’ in the text panel under ‘Browser Mode’ and click on the ‘Generate’ button.

  • After you click on the ‘Generate’ button your ‘Authentication token’ is displayed in a new Web page.Copy this ‘Authentication Token’.

On Callhippo :

  • Login to your Callhippoaccount.

  • Go to the Sidebar and click on ‘Integrations’.

  • Click on the ‘Integrate’ button in front of ‘Zoho’.

  • Enter your copied ‘API token’ in the prompted panel and Click on Save.

  • You will find your integration in ‘in-progress’ status and once callhippo successfully sync your data from Zoho, you will find the status as ‘integrated’ as shown below.

  • After successfully integrating Zoho with Callhippo, You need to create some webhooks in Zoho in order to sync any newly created zoho contact/deal in callhippo. Please follow the below steps to create webhooks in Zoho.

  1. Create ‘Add Contact’ Webhook.

  • Login to your Zoho account.

  • Once logged in, Click on the ‘Menu’ in the top right corner and then click on ‘Setup’.

  • Inside ‘Setup’, Click on ‘Workflow Rules’ under the ‘Automation’ segment.

  • On Right side, click on ‘Create Rule’ button.

  • In ‘Create new Rule’ pop-up fill the details shown in below image and then click on ‘Next’.

  • Select ‘On a Record Action’ under ‘When’ segment, select ‘Create’ action and then click on ‘Next’.

  • Select ‘All Records’ under ‘Condition 1’ segment and click on ‘Next’.

  • Under the ‘Instant Action’ dropdown click on ‘Webhooks’.

  • It will open a new pop-up for webhook. Click on ‘New Webhook’ button.

  • Now in Callhippo webapp, click on ‘Users’ and click on ‘Admin/Main User’. Now in browser address-bar, copy user-id from callhippo url as shown below:

  • Now go back to Zoho Interface, and add details in ‘Call Webhook’ pop-up as shown below :

  • Name : Add Contact

  • Url to Notify : https://web.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/addcontact (replace 59227d18a64c4e0cf253dac0 with your user_id)

  • Method : POST

  • Description : Add Contact Webhook

  • Then provide URL parameters in that pop-up as shown below and then click on ‘Save and Associate’ button.

    • Parameter Name   -   Parameter Value   -   Select Field

    • contactId   -   Contacts   -   Contact Id

    • contactEmail   -   Contacts   -   Email

    • contactFirstName   -   Contacts   -   First Name

    • contactLastName   -   Contacts   -   Last Name

    • contactMobile   -   Contacts   -   Mobile

    • contactPhone   -   Contacts   -   Phone

    • contactOtherPhone   -   Contacts   -   Other Phone

  • Then Click on ‘Save’ button and hurray!! You have successfully created a webhook.

  • Similarly you have to create webhooks for Update Contact, Delete Contact, Add Deal, Update Deal and Delete Deal, which is shown below.


2) Create ‘Update Contact’ Webhook

  • Follow The steps described above.

  • In ‘Create new Rule’ pop-up fill the details shown below image and then click on ‘Next’.

    • Module : Contacts

    • Rule Name : Update Contact

    • Description : Called when contact is updated

  • Select ‘On a Record Action’ under ‘When’ segment, select ‘Edit’ action and then click on ‘Next’.

  • Select ‘All Records’ under ‘Condition 1’ segment and click on ‘Next’.

  • Under the ‘Instant Action’ dropdown click on ‘Webhooks’.

  • It will open a new pop-up for webhook. Click on ‘New Webhook’ button.

  • Add details in ‘Call Webhook’ pop-up as shown below :

    • Name : Update Contact

    • Url to Notify : https://web.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/updatecontact (replace 59227d18a64c4e0cf253dac0 with your user_id)

    • Method : POST

    • Description : Update Contact Webhook

  • Then Provide URL parameters , same as provided in ‘Add Contact’ webhook and click on ‘Save and Associate’.

  • Then click on ‘Save’.

3) Create ‘Delete Contact’ Webhook

  • Follow The steps described above.

  • In ‘Create new Rule’ pop-up fill the details shown below image and then click on ‘Next’.

    • Module : Contacts

    • Rule Name : Delete Contact

    • Description : Called when contact is deleted

  • Select ‘On a Record Action’ under ‘When’ segment, select ‘Delete’ action and then click on ‘Next’.

  • Select ‘All Records’ under ‘Condition 1’ segment and click on ‘Next’.

  • Under the ‘Instant Action’ dropdown click on ‘Webhooks’.

  • It will open a new pop-up for webhook. Click on ‘New Webhook’ button.

  • Add details in ‘Call Webhook’ pop-up as shown below :

    • Name : Delete Contact

    • Url to Notify : https://web.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/deletecontact (replace 59227d18a64c4e0cf253dac0 with your user_id)

    • Method : POST

    • Description : Delete Contact Webhook

  • Then Provide URL parameters shown below and click on ‘Save and Associate’.

    • Parameter Name   -   Parameter Value   -   Select Field

    • contactId   -   Contacts   -   Contact Id

  • Then click on ‘Save’.

Hurray!! You have successfully integrated Zoho with Callhippo. Now you can enjoy your calling.