Zoho-BatchDialer integration lets you sync all your contacts between BatchDialer and Zoho. It also allows for unidirectional campaign sync from BatchDialer to Zoho, along with call logs.

To configure this integration, follow the steps below - 


On BatchDialer


Create a step-by-step guide


Step 1: Access the integration marketplace in your BatchDialer account

  • Login to your BatchDialer account.
  • Head on to your profile and click on settings.
  • On the settings page, select the Integrations tab, where you'll find the Integration Marketplace.
  • Click on the view button next to Zoho's integration in the Marketplace.


Step 2: Access & choose the relevant integration

  • Upon viewing the Zoho's integration in BatchDialer's Integrations Marketplace, you'll see an array of options for integrations to choose from.
    You may choose to install various integrations between BatchDialer & Zoho separately, or you may choose to install the entire bundle in a single click. The various integration options available are as follows -
    • BatchDialer to Zoho
      • Sync All Campaigns
        Syncs campaigns every 1 hour. Only campaign names are synced thus creating campaigns in Zoho with similar names
      • Sync All Contacts
        Runs only once. It is recommended to install this integration before installing any other integration under BatchDialer to Zoho.
      • Sync Updated Contacts
        Syncs updated contacts every 15 minutes.
      • Sync New Contacts
        Syncs newly created contacts from BatchDialer to Zoho every 15 minutes.
      • Delete Deleted Contacts
        Deletes contacts from Zoho that have been deleted from BatchDialer once every day.
    • Zoho to BatchDialer
      • Sync All Contacts
        Runs only once. It is recommended to install this integration before installing any other integration.
      • Sync Updated Contacts
        Syncs updated contacts from Zoho to BatchDialer every 5 minutes. System attempts to locate the contacts based on Phone numbers. If a contact with similar phone number is not located, it creates a new contact in BatchDialer.
      • Sync New Contacts
        Syncs newly created contacts from Zoho to BatchDialer every 15 minutes.
      • Delete Deleted Contacts
        Deletes contacts from BatchDialer that have been deleted from Zoho once every day.
    • BatchDialer to Zoho to BatchDialer Bundle


Step 3: Installing an integration & Zoho's authorization

  • Click on Install next to any of the integrations that you desire between Zoho and BatchDialer


  • Add the relevant domain name (which is available in the browser's address bar when you login to your Zoho's account). Click on Next.


Do not edit the predefined scopes in the above screen. This may create issues with data sync. Be sure to add the correct Domain value.
  • You'll be asked to authorize the integration by logging in to your Zoho CRM's account. Click on sign in.

  • A popup window will open, where you'll need to login with your credentials for your Zoho's Account.

If you don't see the popup, check if the popups are being blocked by your browser.


  • After signing in with your Zoho's credentials, you'll be requested to accept permissions to authorize the integration with Zoho. Click on Accept

  • After accepting, the popup window will be automatically closed and you'll be redirected to the Zoho Integrations' homepage. You'll notice that the install button has now been replaced with a Stop button, with an additional option to uninstall the integration. Also, there'll be a green dot on the top left corner of the integration that was just installed, signifying that everything is working as expected.


We'll be adding a video here shortly to further help you with installing this integration.