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This guide explains how to enable Wildix Integration with Zoho CRMProducts. Available starting from WMS 4.01. Created: December 2018 Permalink: https://confluence.wildix.com/x/2IPIAQ |
Description
Wildix integration for Zoho CRM Products facilitates the company's business processes, reduces the human latency and automates the daily tasks, enabling the employees to place and receive calls directly within from their Zoho CRM accountsProducts. Supported features:
- Incoming call pop-ups with contact information
- Click-to-call from Zoho CRM
- Call loggingPossibility 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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After changing extension of any user from Zoho CRM, the integration should be disabled and enabled again to sync the new data.
Set up the integration
To start using the integration, follow the steps:
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