Introduction

Wildix integration for Zoho Bigin enhances your business processes, allowing employees to place and receive calls directly from Zoho Bigin, streamline your business communication and efficiency.

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.

First time setup

To start using the integration, follow the steps below:

Step 1. Install Wildix app

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

Step 2. Import users from Zoho Bigin to Wildix PBX

Log in to WMS as admin user
Go to WMS -> Users
Click Import
Select Zoho as Backend
Choose Bigin as Provider
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

Step 3. Enable Zoho Bigin integration on Wildix PBX

Note: A user who enables the integration must be Zoho administrator.

Go to WMS Settings -> PBX -> Integrations
Proceed to Zoho Integration tab and click Enable
Allow Wildix to access data in your Zoho Bigin account

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 Contacts by clicking on a green handset icon near the contact's phone number

Important:

User should be logged in to Collaboration and the Collaboration tab should be open for the integration to work.
It is not possible to set up both Zoho CRM and Zoho Bigin integration at the same time. In case you already have Zoho CRM integration installed and want to set up Zoho Bigin integration, make sure to disable Zoho CRM integration first (see the section "How to disable integration" below).

Upgrade instructions to Wildix - Zoho Bigin 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