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This guide explains how to enable Wildix Integration with Zoho CRM. CreatedUpdated: December 2018March 2024 Permalink: https://confluencewildix.wildixatlassian.comnet/wiki/x/2IPIAQURPOAQ |
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Starting from January 2020 support for API version 2 will be discontinued! |
Description
Wildix integration for Zoho CRM facilitates the company's business processes, reduces the human latency and automates the daily tasks, enabling the employees to place and receive calls directly within from their Zoho CRM accounts. Supported features:
- Incoming call pop-ups with contact information
- Click-to-call from Zoho CRM
- Call logging
- Possibility to schedule follow-up activities once the call is ended
Requirements
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Integration will be available in one of the next WMS releases (approximately in the beginning of 2019) |
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 from on the Zoho CRMside, the integration should be disabled and enabled again to sync the new data.
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First time setup
To start using the integration, follow the steps:
In your Zoho account under Setup -> Channels -> Telephony , "Enable PhoneBridge" will be available. The administrator has to click on "Enable PhoneBridge" to enable PhoneBridge for their Organization.
Step 1. Import users from Zoho CRM users account into Wildix PBX:
- Log in to WMS as admin user
- Go to WMS → WMS -> Users
- Click Import
- Select Zoho as Backend
- Select ZohoCRM CRM as backendProvider
- Click Login
- Confirm access to Zoho CRM accounts from Wildix application
- Click Save and then Import
- After users have been imported, select each user one after another and click Set password to set new passwords instead of the automatically generated passwords
Step 2. Enable Zoho CRM integration on Wildix PBX:
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Note: A user who enables the integration must be Zoho administrator. |
- Go to WMS Settings → PBX → CRM integrations Settings -> PBX -> Integrations
- Under Zoho CRM Integration click Enable
- Authorize access in your Zoho CRMaccount
- Confirm access to Zoho PhoneBridge from Wildix application
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 CRM Contacts by clicking on a green handset icon near the contact's phone number
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Upgrade instructions to Wildix - Zoho PhoneBridge integration Anchor upgradezoho upgradezoho
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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 CRM -> logout)
- In your Zoho account under Setup -> Channels -> Telephony , "Enable PhoneBridge" button becomes available. The administrator has to click on Enable PhoneBridge to enable PhoneBridge for their Organization.
- In WMS log in and import users again in the Import dialog (WMS Users -> Import -> Backend Zoho -> Provider CRM)
- 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
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