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This guide explains how to enable Wildix Integration with Zoho Bigin. Created: March 2024 Permalink: https://wildix.atlassian.net/wiki/x/AQBXH |
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Introduction
Wildix integration for Zoho Bigin enhances your business processes, allowing employees to place and receive calls directly from Zoho Bigin, ____. streamline your business communication and efficiency.
- Incoming call pop-ups with contact information
- Click-to-call from Zoho Bigin
- Call logging
- Possibility to schedule follow-up activities add description, tags and note with attachments once the call is ended
Requirements
The integration works only with Standard, Professional and Enterprise Zoho PhoneBridge account (not available for Free accounts).
In In WMS Network the integration can be enabled only on the PBX Server.
After changing extension of any user on the Zoho side, the integration should be disabled and enabled again to sync the new data.
First time setup
To start using the integration, follow the steps below:
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Upgrade instructions to Wildix - Zoho PhoneBridge Bigin integration
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How to disable integration
- Go to WMS Settings -> PBX -> Integrations
- Proceed to Zoho Integration tab and click Disable
- Go to Users tab -> Import -> Backend Zoho -> click logout
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