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Info

This guide explains how to enable Wildix Integration with Zoho Bigin.

Created: March 2024

Permalink: https://wildix.atlassian.net/wiki/x/AQBXH

Table of Contents

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

...

  1. Log in to WMS as admin user
  2. Go to WMS -> Users
  3. Click Import
  4. Select Zoho as Backend
  5. Choose Bigin as backendProvider

  6. Click Login


  7. Confirm access to Zoho Bigin from Wildix application


  8. Click Save and Import

  9. 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 

...

  1. Go to WMS Settings -> PBX -> Integrations
  2. Proceed to Zoho Integration tab and click Enable

  3. Allow Wildix to access data in your Zoho Bigin account

...

  1. Disable existing Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → Integrations -> PBX -> Integrations)
  2. Log out from your Zoho account in the Import dialog (WMS Users → Import → Backend Zoho → Users -> Import -> Backend Zoho -> Provider Bigin -> logout)
  3. 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.
  4. In WMS log in and import users again in the Import dialog (WMS Users → Import → Backend Zoho Users -> Import ->Backend Zoho -> Provider Bigin)
  5. Re-enable Wildix - Zoho integration on the Wildix side (WMS Settings → PBX → Settings -> PBX -> Integrations)

How to disable integration

  1. Go to WMS Settings -> PBX -> Integrations
  2. Proceed to Zoho Integration tab and click Disable


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