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How to Integrate ZOHO crm with Telegram Using ControlHippo?

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Supriya Bajaj

Senior Writer:

green tickReading Time: 4 Minutes
green tickPublished : February 23, 2024

Telegram ZOHO CRM integration helps your business streamline communication and efficient workflow management. It is especially crucial for the diverse user base of ZOHO, of which 27.10% are in the United States and 14.30% are in India

Zoho and Telegram integration leverages Telegram’s user-friendly messaging platform alongside ZOHO’s comprehensive business tools, significantly enhancing team collaboration and customer interaction across these major markets. By bridging these platforms, businesses unlock advanced automation capabilities, ensuring teams stay connected and productive, irrespective of their geographical location. 

Read this blog to understand the seamless integration process and discover how to make your business operations more effective.

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Pro-Tip

Ineffective business communication, poor sales management and improper lead techniques negatively hamper bottom-line results. Integrating Zoho CRM with Telegram using ControlHippo can enhance your sales strategies, increase customer engagement and reduce wait times.

Steps for Telegram Integration With Zoho CRM


This section will help you learn about ZOHO CRM Telegram integration using ControlHippo to enhance communication and streamline workflow processes.

Step 1: Log in to the ControlHippo Account.

ControlHippo - Signup Page

Step 2: Select the Telegram channel.

Select Telegram Channel

Step 3: Enter your mobile number, and you will receive it on your Telegram application.

Enter Mobile Number - Teegram login

Step 4: Enter the OTP, and that’s it. Your Telegram is linked with ControlHippo, and you will be directed to the chat list page

Enter OTP _ Telegram Login

Step 5: Click on the Integration page option from the side menu.

Select Integration - ControlHippo Telegram Dashboard

Step 6: The Integration page will be opened. Now click on the Integrate button of Zoho.

Select Zoho - ControlHippo Dashboard 

Step 7: Upon clicking the connect button, a pop-up box will appear, guiding you to the Zoho login page for authentication.

Add to ZOHO - ControlHippo Dashboard

Step 8: Enter your Zoho account credentials and log in to your account. 

ZOHO Login Page

Step 9: Click on the accept button to allow ControlHippo access.

Allow Access to ZOHO

Step 10: After you accept, you will automatically return to the ControlHippo integration page. 

ControlHippo Dashboard - ZOHO Integration

Step 11: A dialog box will open users can choose the specific fields they wish to synchronize the activity with. Enabling the toggle for leads or contacts allows customization of the integration. Refer to the flowchart below to understand the syncing process.

Zoho CRM Lead & Contact Fields Option

Step 12: Now go to the chat list page and start the conversation with your contacts.

Chat Section - Zoho integration

Step 13: Now open your Zoho account, you can see in your contacts a new contact is made.

Message Sync - ZOHO crm 

Step 14: Click on the contact to view the description, where a chat link is added. This link allows you to directly access the chat associated with that contact.

Lead Description - ZOHO crm

Step 15: You can also see the messages in the notes section of Contact and Lead in Zoho.

Notes Section - ZOHO crm

 
Telegram + ZohoCRM Using ControlHippo
Enhance your business communication by integrating your Telegram conversations into ZohoCRM.

Key Benefits of Telegram Slack Integration Using ControlHippo

Integrating Telegram with Slack using ControlHippo streamlines communication, enhances collaboration, and boosts productivity by seamlessly bridging the two platforms.

Let’s look at a few benefits in detail:

1. Enhanced Collaboration

Integrating Telegram with Slack via ControlHippo fosters enhanced collaboration by bringing together teams across both platforms. This integration fosters smooth communication and file sharing, facilitating efficient collaboration among team members, irrespective of their chosen messaging platform.

2. Streamlined Workflow Management

ControlHippo facilitates the integration process, allowing for the seamless syncing of messages, notifications, and updates between Telegram and Slack. This ensures that team members stay informed and can manage tasks and projects more effectively within their existing workflows.

3. Improved Productivity

By consolidating communication channels and centralizing information within Slack, teams experience improved productivity. With ControlHippo’s integration capabilities, users can access Telegram messaging directly within Slack, reducing the need to switch between multiple platforms and enabling faster decision-making and action.

4. Flexibility and Customization

ControlHippo empowers users to customize the integration according to their specific preferences and requirements. Whether it’s adjusting notification settings, managing message syncing frequency, or implementing advanced automation features, this integration provides flexibility and control to optimize the collaboration experience between Telegram and Slack users.

Conclusion

In conclusion, integrating Telegram with Zoho CRM via ControlHippo offers businesses a powerful solution for streamlined communication and workflow management in the Zoho Telegram business ecosystem. By enabling users to select specific fields for synchronization and providing direct access to chat links within contact descriptions, this integration enhances collaboration and efficiency. 

With advanced customization options and seamless access to communication channels, teams can stay connected and productive, ultimately optimizing business operations in today’s fast-paced digital environment.

Updated : July 16, 2024

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