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This integration is only supported for SMB businesses.

NOTE: If there is an enterprise business to be set up and there are unique sign-in required for every location, such integration should be set up as an SMB i.e an integration group should be created for every location.

Integrating Birdeye with Zoho CRM
User Manual - SUPPORT ARTICLE

Zoho CRM is an online customer relationship management (CRM) platform used by small to large-sized organizations for managing sales, marketing, customer support and service in one platform. Integrating Zoho CRM with Birdeye will automate the process of sending out review requests to clients on a daily basis.

Once Zoho CRM is integrated with Birdeye, Birdeye will pull client information from Zoho CRM once daily. Birdeye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the Birdeye dashboard.

Table of Contents

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Birdeye allows you to fetch data from your PMS using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for Zoho CRM:

Login to your Birdeye account, go to Left Navigation Rail and click on ‘Settings’. Once the new page appears, click on ‘Integrations’ and select ‘API.’

You will find the ‘Business ID’ and ‘API key’ shown in the image.

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Before you can integrate Zoho with Birdeye, you will need to set up the following configurations on the integration support dashboard:

To set up native integration, we have an integration support dashboard, where we need to set up the integration and then follow these steps to complete the configuration.

https://integrations.birdeye.com/sign-in/

Select the Trigger Name (Check Box) as per the client’s requirement and click ‘Next’.

Note: To fetch information for all the triggers available using curl commands, use this command. To replace triggers, use this curl command.

Here; you can manage group-level properties, which will be applied to all locations under a CRM.

Customer fetch delay (For each trigger): It is used if businesses want to send review requests with a delay (number of days).

Note: This step will create a group for our integration. Alternatively, you can do it via curl commands.

For SMB accounts, you can access the curl command.

For Single Location/Multi-Location Accounts, select the location from the drop-down menu and click on ‘Add.’
(In the case of Single Location accounts, it will give only one option).

A drawer will appear on the right-hand side.

The Status, Frequency, and Next Runtime will be set by default. You can make the changes if required.

Override Group Properties: With this, you can override the properties added at the group level, specific to each location.

Note: For SMB: You can use ‘manage the locations’ using this curl command.

To complete the integration, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. Click on the ‘Business Profile’ under the ‘Profile’ section.

Click on the specific location for which you have set up the integration.

Once you click on the particular location, it will redirect you to that location. Now, scroll down to the ‘CRM Integrations’, and click on the ‘Authorize’ button to authorize the business.

After you click on the authorization button, you will be redirected to the Zoho website. Enter the email address and password associated with your Zoho account and click on the 'Sign In' button.

Once you have signed in to your Zoho account, Birdeye will ask for certain permissions to obtain data from your Zoho account. Click on the 'Accept' button at the bottom to complete the integration process.

After the access has been granted, you will be redirected to the Birdeye dashboard, and integration will get 'Authorized'. Once you are successfully authorized with Zoho CRM, you can disconnect by clicking on the 'Disconnect Zoho CRM' button beside 'Authorized.’ Once you are disconnected, you will no longer be able to fetch customer information from Zoho CRM. You can reauthorize Zoho CRM by clicking ‘Authorize Zoho CRM.’

IMPORTANT: The user who performs the authorization steps must have the Zoho API permissions. To verify the permission settings, follow the steps detailed below:

Now, you can view the user's list.

Note: You can view that the user’s profile is ‘Administrator.’

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Before you can integrate Zoho CRM with Birdeye, you will need to set up the following configurations:

A business integration group is a configuration that supports the business hierarchy of individual businesses on the Birdeye platform. The properties that are common for all business integrations are entered at the group level. Setting up a business integration group allows you to associate multiple business locations with the Enterprise account. Below is the list of curl commands that you will need to run to set this up.

Copy Curl Command

Copy Curl Command

Sample response: A sample response like this would appear after you run the curl command. The response will have the trigger name, description and ID. This trigger Id will be utilized while creating the integration group. Integration can have one or more triggers. To use more than one trigger, enter comma-separated values while creating the integration group.

Copy Curl Command

Copy Curl Command

Once the Integration Group is created, the next step is to create the Integration Mapping.

Copy Curl Command

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Restriction reason is used to identify the contacts who have been opted-out(restricted) from sending a review request. This reason can be fetched from Kibana for contacts that are checked-in already.

Possible restriction reasons for Zoho CRM are: