Advice and answers from the Callyzer Team

Callyzer Zoho CRM Extension Guide

Overview

This guide provides step-by-step instructions to install, set up, and configure the Callyzer extension in Zoho CRM. The extension maps call logs with leads or contacts in Zoho CRM. If a lead or contact with a specific phone number exists, Callyzer will associate all related call logs and activities with that number.

Prerequisites

• Zoho CRM Account: Requires an active Zoho CRM account with an Enterprise or higher plan.
• Active subscription of Zoho connector in Callyzer.

Installing the Callyzer Extension in Zoho CRM

Steps to Install Callyzer

• Open Zoho CRM and navigate to Settings (Setup) → Marketplace → All.
• Search for Callyzer.
• Click Install.
• Accept the Terms & Conditions.
• Select Permissions for Users/Profiles.
• Click Authorize to allow the connector.
• Click Accept to grant necessary permissions.
• Click Finish.

Configure the Callyzer Extension in Zoho CRM

Setting Up API Key Names

• Open Zoho CRM and go to Settings (Setup) → Marketplace → All → Installed.
• Locate Callyzer Extension and click Configure.
• Set up the API Key Names as follows:
  • Contact Module Phone Field API: Enter the API key name for phone numbers in your Contacts module.
  • Enable Auto Lead Creation (Optional): Check this box to automatically create a lead for unknown numbers.
  • Leads Module Phone Field API: Enter the API key name for phone numbers in your Leads module.

Set up the Zoho CRM Connector in Callyzer

Configuring Webhook in Callyzer

• Go to the Callyzer web portal → Connectors, then click Configure under API & Webhook.
• Navigate to Webhook Config → Click Add New Webhook.
• Copy the Webhook URL from the Zoho CRM extension:
  • For Zoho CRM (.in domain) → Copy the Webhook URL IN DC.
  • For Zoho CRM (.com domain) → Copy the Webhook URL US DC.
• Paste the copied Webhook URL into Callyzer.
• Click Test Webhook.
• If the test is successful, click Create Webhook.

How to Test the Callyzer Zoho CRM Extension

• Make a call to the phone number of an existing lead or contact in Zoho CRM.
• In Zoho CRM, open the Lead or Contact associated with that phone number.
• Go to the Lead Details or Contact Details page.
• Navigate to the Callyzer Call Log section to view call details for that number.

Troubleshooting

Activating a Trial for API & Webhook in Callyzer

• Open Callyzer and navigate to Connectors → API & Webhook.
• Click Try for 15 Days.
• On the Purchase Summary screen, click Activate Trial.
  • Note: If you have already used a free trial, this option will not be available.

Finding API Names for Leads/Contacts in Zoho CRM

• Open Zoho CRM and go to Developer Hub → APIs & SDKs → API Names.
• Under Leads, find and copy the API Name for the Phone field.
• Similarly, locate the Phone API Name under Contacts.

I have a lead / contact with a specific phone number but call logs do not match with it.

This could be because of the phone number format in the lead / contact. The Callyzer Zoho CRM extension supports below phone number formats:

• 9xxxxxxxxx [only phone number, without country code].
• 09xxxxxxxxx [phone number with a leading zero].
• +919xxxxxxxxx [plus sign, country code and phone number].
• +91 9xxxxxxxxx [plus sign, country code and space with phone number].
• 91 9xxxxxxxxx [country code without plus sign and space with phone number].
• +91-9xxxxxxxxx [plus sign, country code and dash (-) with number].
• 091 9xxxxxxxxx [country code with a leading zero and space with phone number].
• 0919xxxxxxxxx [country code with a leading zero with phone number].