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This guide explains how to enable Wildix Integration with Zoho Products. Available starting from WMS 4.01. Updated: September 2019 Permalink: https://confluence.wildix.com/x/2IPIAQ |
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:
- Incoming call pop-ups with contact information
- Click-to-call from Zoho CRM
- Call logging
- Possibility to schedule follow-up activities once the call is ended
Requirements
The integration works only with Standard, Professional and Enterprise Zoho PhoneBridge account (not available for Free accounts).
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Upgrade instructions to API v3
- Disable Zoho Integration if it was previously enabled (WMS Settings -> PBX -> CRM Integrations)
- Delete all users that were imported from ZohoCRM in Import popup (WMS Users -> Import -> Backend ZohoCRM)
- Log out from ZohoCRM in Import popup (WMS Users -> Import -> Backend ZohoCRM > logout)
- Log in and import users again in Import popup (WMS Users -> Import -> Backend ZohoCRM)
- Enable Zoho Integration (WMS Settings -> PBX -> CRM Integrations)
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