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Info

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:

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  1. Log in to WMS as admin user
  2. Go to WMS → Users
  3. Click Import
  4. Select Zoho as backend
  5. Click Login
  6. Confirm access to Zoho 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 PhoneBridge integration on Wildix PBX

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Upgrade instructions to Wildix - Zoho PhoneBridge integration

  1. Disable existing Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → CRM Integrations)
  2. Delete all users previously imported from Zoho in the Import dialog (WMS Users → Import → Backend Zoho)
  3. Log out from your Zoho account in the Import dialog (WMS Users → Import → Backend Zoho → logout)
  4. 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.
  5. In WMS log in and import users again in the Import dialog (WMS Users → Import → Backend Zoho)
  6. Re-enable Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → CRM Integrations)


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