| Scroll export button |
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| Info |
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This guide explains how to enable Wildix Integration with Zoho Products. Available starting from WMS 4.01. Updated: March 2022 Permalink: https://wildix.atlassian.net/wiki/x/URPOAQ |
| Warning |
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Starting from January 2020 support for API version 2 will be discontinued! Upgrade to API version 3. |
Description
Wildix integration for Zoho Products facilitates the company's business processes, reduces human latency and automates daily tasks, enabling employees to place and receive calls directly from their Zoho Products. Supported features:
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- receive an incoming call pop-up with contact information and call details
- decline an incoming call
- click-to-call from Zoho Contacts by clicking on a green handset icon near the contact's phone number
Upgrade instructions to Wildix - Zoho PhoneBridge
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integration
- Disable existing Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → CRM Integrations)
- Log out from your Zoho account in the Import dialog (WMS Users → Import → Backend Zoho → logout)
- In your Zoho account under Setup -> Channels -> Telephony , "Enable PhoneBridge" button becomes available. The administrator has to click on Enable PhoneBridge to enable PhoneBridge for their Organization.
- In WMS log in and import users again in the Import dialog (WMS Users → Import → Backend Zoho)
- Re-enable Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → CRM Integrations)
How to disable integration
- Go to WMS Settings -> PBX -> Integrations
- Proceed to Zoho Integration tab and click Disable
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