This integration is in beta. Please email beta@aircall.io for access.

The Aircall-Zoho Desk integration has a lot to offer by getting rid of manual data entry after a phone call. Thankfully, getting set up only takes a few minutes!

⚠️ ACTION REQUIRED: If you previously installed the Aircall Zoho Phonebridge integration for Zoho Desk, you’ll need to install the latest version of the Zoho Desk integration in order to continue to sync your platforms.

To begin, please check that you have admin rights both in Aircall and Zoho Desk and that all Aircall users are using the same email address for both accounts.

  • To begin, login to your Aircall account
  • From your Aircall Dashboard, select Integrations on the left sidebar menu
  • Click on Add an integration, then select Zoho Desk
  • Click on Install

Now you will be guided through a few easy steps outlined below.

Step 1: Authenticate Aircall

  • Click on New Authentication:

This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.

  • Click Add and a pop-up will appear
  • From the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall
  • If the integration is successful, you will see a message that says “Authentication for Aircall successfully created.” Once you see this, click on Next.

Step 2: Connect An Aircall Number

  • Select a number from the drop down to connect to Zoho Desk. (Please keep in mind that if you do not select a number it will not be linked.)
zohobeta_add_number.png

Step 3: Customize how calls get logged

  • Choose how you would like to log calls in tickets in Zoho Desk. (If you would like to log calls in the most recently created open ticket for the caller, check the box. If you would like log calls as a new ticket, leave the box unchecked.)
  • Click on Next.
zohobeta_customize_call_logs.png

Step 4: If a Contact does not exist

  • From the drop down list, choose what happens when a contact does not exist in Zoho Desk
  • Select "Create a New Contact" to create a contact in Zoho Desk with the caller's phone number
  • Select "Create nothing" if you do not want a new contact in Zoho Desk to be created
  • Click on Finish.

Step 5: Authenticate Zoho Desk

  • Click on New Authentication. (This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)
  • Click Add and a pop-up will appear
  • From the pop-up, log in to your Zoho Desk admin account
  • Click on Accept to allow Tray.io access your account
zohodesk_beta_trayio.png
  • If the integration is successful, you will see a message that says “Authentication for Zoho successfully created.” Once you see this, click on Finish.

Great, your integration is active! You're all set and ready to get the most out of your Aircall-Zoho Desk integration. 🎉

Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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