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Info

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

Created: March 2024

Permalink: https://wildix.atlassian.net/wiki/x/AQBXH

Table of Contents

Introduction

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

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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). 

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How to disable integration

  1. Go to WMS Settings -> PBX -> Integrations
  2. Proceed to Zoho Integration tab and click Disable
  3. Go to Users tab -> Import -> Backend Zoho -> click logout


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