This guide will show you how to setup VoIPOffice Zoho CRM Integration.
You will need your Zoho Username and Zoho Token.
Your Zoho Username is the email address that you use to login to your Zoho CRM.
Your Zoho Token can be acquired from Zoho by visiting the following URL:
VoIPOffice Admin Site
Configure CRM URL in Settings
In the admin site, go to Settings > CRM Integration (contact support if you do not have access)
Service Location: Local
CRM Type: Zoho
API URL: https://crm.zoho.com/crm/private/json
Page URL: https://crm.zoho.com/crm
Set all log options to yes. Zoho CRM does not support uploading call recordings.
Enable CRM Module on Extension
In the admin site, go to Extensions > Edit Extension > Editions & Modules > Tick CRM
Configure CRM User in Settings
In Communicator, go to Tools > Preferences > CRM > Tick CRM
Username: Your Zoho Username
Password: Your Zoho Token
URL: Leave Empty
Logging Options: Use Settings From Server