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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 |
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Starting from January 2020 support for API version 2 will be discontinued! |
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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To start using the integration, follow the steps:
In your Zoho account under Setup -> Channels -> Telephony , "Enable PhoneBridge" will be available. The administrator has to click on "Enable PhoneBridge" to enable PhoneBridge for their Organization.
Step 1. Import users from Zoho account into Wildix PBX:
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Upgrade instructions to Wildix - Zoho PhoneBridge 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)
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