Introduction
This guide takes you through the steps to connect Delacon call data to Zoho via Zapier.
The steps include:
1. Creating the lead layout in Zoho
2. Connecting Delacon to Zapier
3. Connecting Zapier to Zoho
Please contact Delacon Support at support@delaconcorp.com if you have any queries about this integration or need assistance.
1. Creating the lead layout in Zoho
Step 1: Once you’ve logged into your Zoho account, click on Leads then the + to create/edit the layout for call tracking
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.
The below information is available in the Zapier Delacon trigger:
| Delacon data | Field key |
| Call Recording URL | callRecording |
| Call ID | call_id |
| DTMF Description | dtmf__description |
| Date of Call | info__call_date |
| Call Date Since Linux Epoch (ms) | info__call_date_epoch |
| Call Length (ms) | info__call_length |
| Status of Call (answered/unanswered) | info__call_status |
| Caller Phone Number | info__caller |
| Number dialled by caller | info__dialed_number |
| Termination Point | info__termination_point |
| Time of Call (currently unavailable) | info__time_of_call |
| Was a voicemail left | info__voicemail_left |
| City | location__city |
| Exchange | location__exchange |
| State | location__state |
| Service Category | service__service_category |
| Service Id | service__service_id |
| Service Name | service__service_name |
| Survey Outcome | survey__outcome |
| Survey Value | survey__value |
| Call Converted Status | webInfo__converted |
| Device | webInfo__device |
| Extra Tracking Info | webInfo__extra_tracking |
| Google Client Id | webInfo__googleClientId |
| IP Address | webInfo__ip |
| ISP | webInfo__isp |
| Keywords (if manual tagging in use) | webInfo__keywords |
| Landing Page | webInfo__landing_page |
| Page Called From | webInfo__page_called_from |
| Referral | webInfo__referral |
| Search Engine | webInfo__search_engine |
| Search Type | webInfo__search_type |
For more information on each of the fields and their description, please review the Delacon Glossary.
Step 3: Save the layout
2. Connecting Delacon to Zapier
Please review the Zapier integration guide that will take you through the steps for connecting your Delacon call data with Zapier.
You will need to complete Steps 1 (Linking Delacon and Zapier) and 2 (Creating a Zap) of that guide. For step 3 (Setting up an Action), please return to this guide to connect your Zap to Zoho.
3. Connecting Zapier to Zoho
Step 1 - Add Zoho as an action in the Zapier after Delacon Trigger
Step 2 - Create a lead
Step 3 - Connect to your Zoho account:
Step 4 - Select the layout you created at the start
Step 5 - Find and add the call information from the template:
Step 6 - Confirm and skip the test. The click Finish
Step 7 - Name you Zap and enable it by toggling on
Step 8 - 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.
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