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Info

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

Available starting from WMS 4.01.

Created: December 2018

Permalink: https://confluence.wildix.com/x/2IPIAQ

Description

Wildix integration for Zoho CRM facilitates the business processes, reduces the human latency and automates the daily tasks, enabling the employees to place and receive calls directly within their Zoho CRM accounts. Supported features:

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  • 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

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The integration works only with Standard, Professional and Enterprise Zoho PhoneBridge account (not available for Free accounts). 

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