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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 6.06.20240325.1
- 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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- 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 |
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Important:
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Upgrade instructions to Wildix - Zoho Bigin
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integration
- 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 -> logout)
- In your Zoho account under Setup -> Channels -> Phone 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)
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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