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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
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- Incoming call pop-ups with contact information
- Click-to-call from Zoho Bigin
- Call logging
- Possibility to add description, tags and note with attachments once the call is ended
Requirements
- WMS Beta 6.06
- The integration works only with Standard, Professional and Enterprise Zoho PhoneBridge account (not available for Free accounts).
- 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.
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To start using the integration, follow the steps below:
Step 1. Install Wildix app
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- In Zoho Bigin, administrator should go to Setup -> Channels -> Phone
- Click View Marketplace
- In the Search field, type Wildix and click on the Wildix app in search results
- Press Install:
- On the Setup Wildix pop-up, choose if you want the app to be used by all users or only specific ones
- Wildix app gets installed
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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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