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Zohointegration
BRIGHTCALL.AI + YOUR PLATFORM
Overview
Make calling part of your Zoho CRM process. Brightcall.ai's integration brings call activity and lead information into Zoho, with record matching and ownership handling. Confirm your team's field requirements before rollout.
01
Bring calls into Zoho
Keep calling information alongside the CRM records your team already uses to manage leads.
02
Match the right lead
Review phone-number and email matching, including when to update an existing record or create a new one.
03
Prepare account access
Follow the official authorization steps with your Zoho administrator and confirm the correct account.
PLAN YOUR WORKFLOW
From a conversation to the next step.
Start with the way your team works today, then explore where Brightcall.ai could fit.
STEP 01
Review the Zoho setup guide and account access.
STEP 02
Authorize the connection and confirm matching and field requirements.
STEP 03
Verify a test call and its associated Zoho activity.
Supported features and requirements are confirmed with our team.
LET’S BUILD THE RIGHT SETUP
Getting started
01
Tell us about your tools
Share the platform, your team’s process, and the outcome you’re aiming for.
02
Map the workflow together
Identify the customer context, conversations, and follow-up your team needs.
03
Confirm your setup
We’ll review supported capabilities, availability, and requirements before you get started.
