Samparkk for Zoho CRM: user guide
How to install the Samparkk extension, point it at an agent, send Leads for an AI first-pass call and read the results in Zoho CRM.
Requirements
- A Zoho CRM organisation where you are an administrator (installing needs admin rights). Indian organisations (zoho.in) and other Zoho data centres are supported.
- A Samparkk account with at least one calling agent, and a Samparkk login for the person who installs. Not yet a customer? Write to hello@samparkk.ai.
- Leads with a phone number in Mobile or Phone. The extension uses Mobile first, then Phone.
The extension is free on Zoho. Calls are billed on your Samparkk account at the rates on the pricing page.
1. Install
- Request the private install link from hello@samparkk.ai. The Marketplace listing is still in Zoho's review, so until it is listed the link is sent by email.
- Open the link while signed in to Zoho as an administrator, and install the extension for all users in your organisation.
2. Authorize
During install, Zoho asks the administrator to log in to Samparkk. Use your Samparkk login. There is no API key to copy or paste. This is done once for the organisation.
3. Settings
Open the Samparkk Settings widget from the extension.
- Samparkk account. Check the Samparkk base URL is filled in and press Save. Press Test connection: it should say Connected as your account name.
- Calling agent. Press Load agents, pick the agent that should make the calls (or leave the account default), then press Save agent.
- Zoho write-back (optional). Press Connect Zoho, approve in the tab that opens, and the widget shows Connected. See the connect section below for what this changes.
4. Send Leads
- Open the Leads list in Zoho CRM.
- Tick one or more Leads.
- Choose Send to AI First Pass. For each Lead, Zoho sends Samparkk the Lead id, full name, phone, company, lead source and city over HTTPS.
Samparkk then calls each Lead with your chosen agent, inside the calling window set on your Samparkk account (by default 8:45 to 21:00 IST). Numbers on your do-not-call list are skipped.
What is written where
| Where in Zoho | What | When |
|---|---|---|
| 8 Lead fields, all starting Samparkk_ | AI_Route, Disposition, Summary, Sentiment, Recording_URL, Last_Call_At, Attempts, Campaign_Id | Every sync |
| A Note on the Lead | The call transcript | Right after each call when Zoho is connected, otherwise at the next sync |
| A Task on the Lead | The callback time and topic the caller asked for | Only when Zoho is connected |
| AI Calls related list on the Lead | Every call to the Lead with outcome, summary and transcript | Always up to date when opened |
Samparkk_AI_Route shows Pending, Interested, Not Interested, Review or Unreached. A Lead that was not reached shows Unreached and its attempt count.
When results arrive
Samparkk syncs results into your Leads every 2 hours. If you connected Zoho in the Settings widget, results are written within minutes of each call instead. Open the AI Calls list on a Lead for the latest calls at any time.
Connect Zoho and Disconnect Zoho
- Connect Zoho is optional. It lets Samparkk write to your Leads right after each call and create callback Tasks. Samparkk stores an encrypted token for your own Zoho organisation to do this.
- Disconnect Zoho appears once connected. Press it, confirm, and Samparkk stops writing call results to your Leads and deletes its stored Zoho token. You can reconnect any time. Results and transcript Notes then continue on the 2-hourly sync.
- If the widget says Zoho access was revoked or expired, press Reconnect Zoho.
Uninstall and revoking access
- Uninstall the extension from Zoho Marketplace, Installed. This stops the 2-hourly sync and deletes the stored Zoho token. Fields and Notes already written stay on your Leads.
- Revoke yourself at Zoho Accounts (accounts.zoho.com, .in or your data centre), Sessions, Connected Apps, then remove Samparkk AI First Pass. Write-back stops within an hour, because Zoho access tokens last up to an hour.
Troubleshooting
| You see | What to try |
|---|---|
| Test connection shows a connector error | Check the base URL starts with https:// and press Save, then test again. If it persists, the install authorization may need repeating: reinstall or write to support. |
| No agents in the list | Create or activate an agent in your Samparkk account, then press Load agents. |
| Settings do not save | Use Extension Settings in Zoho Marketplace, Installed, Samparkk AI First Pass, Settings, and tell support. |
| A Lead was not called | It may have no phone number, be on your do-not-call list, or be waiting for the calling window to open. |
| Fields are empty after a call | Wait for the next 2-hourly sync, or connect Zoho for write-back within minutes. |
| No callback Task | Tasks are created only when Zoho is connected and the caller asked for a callback. |
| Widget says access was revoked or expired | Press Reconnect Zoho. |
Support
Write to support@samparkk.ai with your Zoho organisation name and what you saw, or to hello@samparkk.ai for sales and install links. Read the privacy policy for how data is handled.