Zoho Integration

Integrate with Zoho's comprehensive business suite for unified customer relationship management.

Zoho Integration Overview

Supported Zoho Products

• Zoho Desk: Help desk and ticketing system
• Zoho CRM: Customer relationship management
• Zoho Mail: Email management system
• Zoho Analytics: Business intelligence and reporting
• Zoho Flow: Workflow automation

Integration Benefits

• Unified customer data across Zoho ecosystem
• Automated workflow synchronization
• Enhanced reporting and analytics
• Streamlined agent productivity
• Consistent customer experience

Setup Process

1. Zoho API Configuration

1. Access Zoho Developer Console
2. Create new application
3. Generate OAuth credentials
4. Configure redirect URLs
5. Set appropriate scopes and permissions

2. eeV.ai Integration Setup

1. Navigate to Integrations > CRM
2. Select Zoho integration
3. Enter OAuth credentials:
   • Client ID
   • Client Secret
   • Redirect URI
4. Authorize eeV.ai access to Zoho

3. Service Configuration

• Select Zoho products to integrate
• Configure data sync preferences
• Set up field mappings
• Define sync frequency

Zoho Desk Integration

Ticket Management

Automatic Ticket Creation

• Convert eeV.ai conversations to Zoho Desk tickets
• Populate customer information automatically
• Include conversation history and context
• Transfer file attachments

Ticket Synchronization

• Status Updates: Sync ticket status changes
• Priority Changes: Reflect priority modifications
• Agent Assignment: Sync agent assignments
• Resolution Notes: Share resolution details

Contact Synchronization

• Customer Profiles: Unified customer information
• Contact History: Shared interaction timeline
• Custom Fields: Sync organization-specific fields
• Account Linking: Connect contacts to accounts

Zoho CRM Integration

Lead Management

• Lead Creation: Convert inquiries to CRM leads
• Lead Scoring: Apply scoring based on interactions
• Lead Assignment: Route to appropriate sales reps
• Conversion Tracking: Monitor lead progression

Opportunity Tracking

• Deal Creation: Generate deals from support interactions
• Pipeline Management: Track opportunity stages
• Revenue Attribution: Link support to revenue
• Forecasting: Include support-generated opportunities

Account Management

• Account Sync: Maintain consistent account data
• Relationship Mapping: Track customer relationships
• Activity Logging: Record all customer interactions
• Territory Management: Align with sales territories

Workflow Automation

Zoho Flow Integration

Automated Workflows

• Trigger-based Actions: Automate based on events
• Multi-step Workflows: Complex automation sequences
• Conditional Logic: Smart decision-making
• Error Handling: Robust error management

Common Workflows

• Escalation Automation: Auto-escalate based on criteria
• Follow-up Scheduling: Automatic follow-up creation
• Data Enrichment: Enhance records with additional data
• Notification Routing: Smart notification distribution

Analytics Integration

Zoho Analytics

Unified Reporting

• Cross-platform Dashboards: Combined data visualization
• Custom Reports: Build reports using integrated data
• Real-time Analytics: Live performance monitoring
• Scheduled Reports: Automated report delivery

Key Performance Indicators

• Customer Satisfaction: Unified CSAT tracking
• Response Times: Cross-platform response metrics
• Resolution Rates: Combined resolution statistics
• Agent Performance: Comprehensive agent analytics

Data Warehouse

• Data Consolidation: Centralized data storage
• Historical Analysis: Long-term trend analysis
• Predictive Analytics: Forecast future performance
• Custom Metrics: Organization-specific KPIs

Advanced Configuration

Custom Field Mapping

• Field Transformation: Convert data formats during sync
• Conditional Mapping: Map fields based on conditions
• Multi-value Fields: Handle complex field types
• Validation Rules: Ensure data quality

Multi-organization Support

• Separate Configurations: Different settings per org
• Data Isolation: Maintain data separation
• Shared Resources: Common configuration elements
• Centralized Management: Unified administration

API Rate Management

• Rate Limit Monitoring: Track API usage
• Throttling Controls: Manage sync frequency
• Priority Queuing: Prioritize critical operations
• Retry Logic: Handle temporary failures

Security and Compliance

Data Security

• OAuth 2.0 Authentication: Secure API access
• Encrypted Transmission: Secure data transfer
• Access Controls: Role-based permissions
• Audit Logging: Track all data access

Compliance Features

• GDPR Compliance: Data protection compliance
• Data Retention: Configurable retention policies
• Right to Erasure: Support data deletion requests
• Consent Management: Track customer consent

Troubleshooting

Common Issues

Authentication Errors

• Verify OAuth credentials
• Check token expiration
• Confirm API permissions
• Refresh authentication tokens

Sync Problems

• Monitor sync logs
• Check field mapping accuracy
• Verify data format compatibility
• Review API rate limits

Performance Issues

• Optimize sync frequency
• Implement selective sync
• Use bulk operations
• Monitor system resources

Best Practices

Integration Management

• Regular health checks
• Monitor sync performance
• Update configurations as needed
• Document integration setup

Data Quality

• Implement validation rules
• Regular data cleanup
• Consistent naming conventions
• Duplicate prevention strategies