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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, ____.
- Incoming call pop-ups with contact information
- Click-to-call from Zoho Bigin
- Call logging
- Possibility to schedule follow-up activities once the call is ended
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- Log in to WMS as admin user
- Go to WMS -> Users
- Click Import
- Select Zoho as Backend
- Choose Bigin as backendProvider
- Click Login
- Confirm access to Zoho Bigin from Wildix application
- Click Save and 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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- Go to WMS Settings -> PBX -> Integrations
- Proceed to Zoho Integration tab and click Enable
- Allow Wildix to access data in your Zoho Bigin account
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- Disable existing Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → Integrations -> PBX -> Integrations)
- Log out from your Zoho account in the Import dialog (WMS Users → Import → Backend Zoho → Users -> Import -> Backend Zoho -> Provider Bigin -> logout)
- In your Zoho account under Setup -> Channels -> Phone , "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 Users -> Import ->Backend Zoho -> Provider Bigin)
- Re-enable Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → 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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