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This guide explains how to enable Wildix Integration with Zoho ProductsCRM. Updated: March 20222024 Permalink: https://wildix.atlassian.net/wiki/x/URPOAQ |
Table of Contents |
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Warning |
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Starting from January 2020 support for API version 2 will be discontinued! |
Description
Wildix integration for Zoho Products CRM facilitates the company's business processes, reduces human latency and automates daily tasks, enabling employees to place and receive calls directly from their Zoho ProductsCRM. Supported features:
- Incoming call pop-ups with contact information
- Click-to-call from Zoho Products
- Call logging
- Possibility to schedule follow-up activities once the call is ended
Requirements
The integration works only with Standard, Professional and Enterprise Zoho PhoneBridge account (not available for Free accounts).
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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:
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- Log in to WMS as admin user
- Go to WMS → WMS -> Users
- Click Import
- Select Zoho as backendBackend
- Select CRM as Provider
- Click Login
- Confirm access to Zoho 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
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Note |
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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 Integration click Enable
- Authorize access in your Zoho account
- Confirm access to Zoho from Wildix application
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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
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 → CRM Integrations -> PBX -> Integrations)
- Log out from your Zoho account in the Import dialog (WMS Users → Import → Backend Zoho → 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 → Users -> Import -> Backend Zoho -> Provider CRM)
- Re-enable Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → CRM 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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