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Info

This guide explains how to enable Wildix Integration with Zoho Products.

Available starting from WMS 4.01.

CreatedUpdated: December 2018September 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:

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After changing extension of any user from on the Zoho CRMside, the integration should be disabled and enabled again to sync the new data.

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First time setup

To start using the integration, follow the steps:

Step 1. Import Zoho CRM users into Wildix PBX:

  1. Log in to WMS as admin user
  2. Go to WMS → Users
  3. Click Import
  4. Select ZohoCRM as backend
  5. Click Login
  6. Confirm access to Zoho CRM accounts from Wildix application
  7. Click Save and then Import
  8. After users have been imported, select each user one after another and click Set password to set new passwords instead of the automatically generated passwords 

Step 2. Enable Zoho CRM integration on Wildix PBX

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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 CRM Contacts by clicking on a green handset icon near the contact's phone number


Upgrade instructions to API v3

  1. Disable Zoho Integration if it was previously enabled (WMS Settings -> PBX -> CRM Integrations)
  2. Delete all users that were imported from ZohoCRM in Import popup (WMS Users -> Import -> Backend ZohoCRM)
  3. Log out from ZohoCRM in Import popup (WMS Users -> Import -> Backend ZohoCRM > logout)
  4. Log in and import users again in Import popup (WMS Users -> Import -> Backend ZohoCRM)
  5. Enable Zoho Integration (WMS Settings -> PBX -> CRM Integrations)


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