Integration with ZOHO
This support article provides a detailed guide on how to seamlessly integrate CloudAgent with Zoho CRM
Pre-Requisites
- Customers must have a Zoho account to log in and configure the integration.
Installation of Cloud Agent app
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Log in to Zoho CRM as an admin.
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Click on the profile picture on the top-right corner and select 'My Account'.
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Click on the Menu icon on the left-hand top corner and select the 'CRM' option under the Sales & Marketing section.
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Click on the 'Settings' icon on the top right corner as shown below and select the 'Telephony' option under the 'Channels' category.
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Click on Click To Configure.
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Click on View Marketplace.
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Search for 'Ozonetel' in the search box and select Ozonetel Plugin.
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Install the 'KooKoo Contact Center' as shown in the following image.
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Select All Users or Specific Users based on your requirements and Click on the Install button.
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Now the Ozonetel Plugin is Installed on Zoho One.
Integration of Zoho CloudAgent app with CloudAgent
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Login to the CloudAgent account as an admin.
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Select the Integration Option on the Admin page.
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Toggle the button on the Zoho icon to configure the settings.
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Select the CRM Organization on which the Plugin is installed.
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Select the PhoneBridge Organization on which the Plugin is installed.
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Click on the Accept button.
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Integration with Zoho One CRM is now complete. Access the settings by clicking on the icon displayed when hovering over the Zoho button.
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Click on the Edit Button to assign the ZOHO CRM username against an Agent and save it.
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Click on the Campaign menu and select either an Inbound or Outbound campaign as per your requirement.
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Double-click on the campaign name that will be used with Zoho CRM integration to edit the campaign.
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From the drop-down menu, choose the Plugin option for the "Hit Screen popup at" field.
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In the "Plugin Name" field, choose the ZOHO option and save the campaign.
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Now, go back to the Zoho settings page, and click on the campaign menu.
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Click on Generate Click2Call against the campaign on which the Zoho CRM plugin is selected.
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Navigate to the Zoho CRM login page associated with the mapped Zoho user and refresh the page. If you observe a green-colored call button next to the phone number, the integration is successful.
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Clicking on the Call Button will initiate a manual Click2Call and a Business Card pop-up will be shown on the Zoho CRM and the call will land at the Agent login on Cloud Agent if the agent is on Manual or Blended mode.
Updated 6 months ago