CRM Integration

🔗 How to Integrate Kasookoo with Your CRM

Easily link your CRM with Kasookoo to streamline workflows, enhance productivity, and track call activities directly within your CRM system.
🛠️ Step-by-Step Integration Guide

Go to the “My Account” section

Click on “Integration”

🔌 Connecting Your CRM

From the list of supported CRMs (e.g., Zoho, Salesforce, LeadSquared, Freshdesk, etc.), click “Connect” next to the CRM of your choice.

Based on your selected CRM:

You may be prompted to enter API credentials

Or be redirected to log in and authorize via the CRM’s interface

Once connected:

A “Disconnect” button will appear for future disconnection

A “View Users” button will display synced user profiles

⚙️ Important Sync Requirements

✅ For successful user syncing between Kasookoo and your CRM:

Ensure email addresses and mobile numbers match in both systems

Mismatched data will prevent user linkage

💡 Tip for Testing Integration

After connecting:

Assign a lead or log a call from the CRM

Confirm that call activity is reflected within Kasookoo

Use the CRM Check-in status circle in the Teams tab to verify active linkage