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

Created: March 2024

Table of Contents

Introduction

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Once you have completed these two steps, users can:

receive an incoming call pop-up with contact information and call details
decline an incoming call
click-to-call from Zoho Contacts by clicking on a green handset icon near the contact's phone number

Warning

Important:

User should be logged in to Collaboration and the Collaboration tab should be open for the integration to work.
It is not possible to set up both Zoho CRM and Zoho Bigin integration at the same time. In case you already have Zoho CRM integration installed and want to set up Zoho Bigin integration, make sure to disable Zoho CRM integration first (see the section "How to disable integration" below).

Upgrade instructions to Wildix - Zoho PhoneBridge integration

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Disable existing Wildix - Zoho integration on the Wildix side (WMS Settings -> PBX -> Integrations)
Log out from your Zoho account in the Import dialog (WMS Users -> Import -> Backend Zoho -> Provider Bigin -> > logout)
In your Zoho account under Setup -> Channels -> Phone , "Enable PhoneBridge" button becomes available. The administrator has to click on Enable PhoneBridge to enable PhoneBridge for their Organization.click View Marketplace -> administrator should install Wildix app
In WMS log in and import users again in the Import dialog (WMS Users -> Import ->Backend Zoho -> Provider Bigin)
Re-enable Wildix - Zoho integration on the Wildix side (WMS Settings -> PBX -> Integrations)

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