OneCloud Integrations | How to Setup the Zoho CRM Integrator in UCaaS Portal
OneCloud Integrations | How to Setup the Zoho CRM Integrator in UCaaS Portal
🔐 Administrator Access Required
To set up this integration, you will need administrator access to your Zoho CRM account.
⚠️ User Identity Matching
Email Address Identification: The OneCloud Portal uses email addresses to identify users in Zoho CRM.
No Email Present? If a UCaaS Agent/User doesn't have an email address, the Zoho CRM administrator can add the user's extension number in Zoho CRM to enable identification.
2. Go to the Integrator Tab and Select on the "Enable" Button on Zoho CRM (This will Launch a New Window)
3. Login to Zoho CRM
4. Accept the Connection
5. Integration Successfully Linked
Screen Prompt:
Icon Prompt:
Integrator Enabled Successfully:
6. Adding Users to the Integrator
a. Hit the "Pencil" Icon next to the CRM Integrator
b. Enable Users for Calls, SMS, and Meetings Data
7. Confirming the User's information in Zoho CRM
⚠️ User Identity Matching
Email Address Identification: The UCaaS Portal uses email addresses to identify users in Zoho CRM.
No Email Present? If a UCaaS Agent/User doesn't have an email address, the Zoho CRM administrator can add the user's extension number in Zoho CRM.
Follow the below steps to adding, adjusting or deleting Emails or Extension Numbers in Zoho CRM.
Follow the below steps to adding, adjusting or deleting Emails or Extension Numbers in Zoho CRM.
a. Go to Zoho CRM (Please Note: You will be required to have Administrative Permissions to complete the following steps)
b. Go to User Settings
1. Select Settings via the "Gear" Icon
2. Select Users under General Settings Column
c. Search the User's to confirm email or extension number is under the User
1. Select the "Users" Tab
2. Search the User using the Zoho CRM Search Function
3. Hit the Pencil Icon to after Selecting on the user (Pencil located next to the Users Name)
d. Adding Extension and/or Email Address under the User
- To add or adjust an email address, select the "Pencil" Icon to the right of the Email Field Box
- If no Email, Add the Extension Number to the Phone Field
This allows for the integrator to link the identity of the UCaaS user to the CRM User.
d. Setup Complete: Once completed you can complete a test call, meeting or SMS, if successful, the data will populate within its designated tab in Zoho CRM
Example of a Call's Data being Logged under the Calls Tab:
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