Zoho- Zapier Integration Guide

Step 1: Once you’ve logged into your Zoho account, click on Leads then the + to create/edit the layout for call tracking

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Step 2: Add new fields related to call information you are wanting to gather. All variables available are detailed in the section below. You can move these around and position them in your preferred order.

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Please see all call information available in the Zapier-Delacon trigger:

Field Key: adwordsInfo__campaign

Adwords Campaign Name

 

Field Key: adwordsInfo__clicks

Adwords Click Count

 

Field Key: adwordsInfo__conversionTypes

Adwords Conversion Types

 

Field Key: adwordsInfo__conversions

Adwords Conversion Count

 

Field Key: adwordsInfo__cost

Adwords Cost

 

Field Key: adwordsInfo__cpc

Adwords CPC count

 

Field Key: adwordsInfo__keywords

Adwords Keyword

 

Field Key: callRecording

Call Recording Url

 

Field Key: call_id

Call ID

 

Field Key: dtmf__description

DTMF Description

 

Field Key: dtmf__keys

DTMF Key

 

Field Key: info__call_date

Date of Call

 

Field Key: info__call_date_epoch

Call Date Since Linux Epoch (ms)

 

Field Key: info__call_length

Call Length (ms) 

 

Field Key: info__call_status

Status of Call

 

Field Key: info__caller

Caller Phone Number

 

Field Key: info__dialed_number

Number dialled by caller

 

Field Key: info__termination_point

Termination Point

 

Field Key: info__time_of_call

Time of Call

 

Field Key: info__voicemail_left

Was a voicemail left

 

Field Key: location__city

City

 

Field Key: location__exchange

Exchange

 

Field Key: location__state

State 

 

Field Key: service__service_category

Service Category 

 

Field Key: service__service_id

Service Id 

 

Field Key: service__service_name

Service Name

 

Field Key: survey__outcome

Survey Outcome

 

Field Key: survey__value

Survey Value

 

Field Key: webInfo__converted

Call Converted Status

 

Field Key: webInfo__device

Device

 

Field Key: webInfo__extra_tracking

Extra Tracking Info

 

Field Key: webInfo__googleClientId

Google Client Id

 

Field Key: webInfo__ip

IP Address 

 

Field Key: webInfo__isp

ISP 

 

Field Key: webInfo__keywords

Keywords

 

Field Key: webInfo__landing_page

Landing Page

 

Field Key: webInfo__page_called_from

Page Called From 

 

Field Key: webInfo__referral

Referral

 

Field Key: webInfo__search_engine

Search Engine

 

Field Key: webInfo__search_type

Search Type

 

If you are using sample data for testing, the test data sample will follow the below formula:

Sample:

{

    "info": {

        "termination_point": "02912345679",

        "call_date": "13/12/2017",

        "call_length": 0,

        "call_status": "answered",

        "dialed_number": "1300000001",

        "caller": "02912345678",

        "time_of_call": null,

        "call_date_epoch": 1513163488000,

        "voicemail_left": false

    },

"callRecording": "https://vxml5.delacon.com.au/site/webui/jsp/downloadRecording_rt.jsp?file_name=filename.mp3",

    "webInfo": {

        "search_engine": "Google",

        "googleClientId": "1111111.1111111",

"landing_page": "https://www.sample.com.au/?param=value",

        "ip": "111.111.111.111",

        "isp": "Internet Service Provider",

        "extra_tracking": null,

        "search_type": "paid",

        "device": "android sm-g920i",

        "converted": "Y",

"page_called_from": "https://www.samplepage.com.au/calledfrom",

        "keywords": "+sample",

"referral": "https://www.sample.com.au/?param=value"

    },

    "service": {

        "service_id": 1234,

        "service_category": "Test Category",

        "service_name": "Test Service"

    },

    "dtmf": {

        "keys": null,

        "description": null

    },

    "call_id": 0,

    "survey": {

        "outcome": null,

        "value": 0

    },

    "location": {

        "city": "SYDNEY",

        "state": "NSW",

        "exchange": "SYDNEY"

    },

    "adwordsInfo": {

        "conversions": 0,

        "campaign": null,

        "cpc": 0,

        "conversionTypes": null,

        "cost": 0,

        "keywords": null,

        "clicks": 0

    }

}

Step 3: Save the layout

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Step 4: Add Delacon Zapier trigger by invite. You can do this by searching in the choose a trigger app Save and Continue.

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Step 5: Connect the Delacon Master account or the existing account by selecting. Press Save and Continue.

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New Account Configuration

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1. Select a CID:

 

 

2. Skip the testing:

 

 

3. Continue with default sample:

 

 

4. Add Zoho as an action in the Zapier after Delacon Trigger

 

5. Create a lead

 

6. Connect to your Zoho account:

 

7. Select the layout you created at the start

 

8. Find and add the call information from the template:

 

 

9. Confirm and skip the test. The click Finish

 

10. Name you Zap and enable it by toggling on

 

11. Make a phone call to test. You will be able to see all your selected variables in the Zoho interface.

Your integration is now complete. If you have any questions about this integration, please contact Delacon support.