TalkChief for Zoho Integration - How to?
This article explains how to integrate Zoho with TalkChief, enabling you to have seamless experience using your CRM while utilizing TalkChief's Powerful features.
- Go to Settings (Gear symbol to the top right), and under "Channels", chose "Telephony".
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/jgf0yR9L5e_Rv6dwNsDkZ_zoho.png?format=webp)
- Search for TalkChief.
![TalkChief Module TalkChief Module](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/COIzj71pgA05d6BdQJYWO_image.png?format=webp)
- Click on the module, and then install and start the TalkChief Integration setup.
![TalkChief Module TalkChief Module](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/yBKTMbBqXg_v23p3TiA_-_image.png?format=webp)
- You will be prompted with a window asking you to chose users that will be using TalkChief, chose all users and then click on Install.
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/F8spFITw6m6lluA5HSCxe_image.png?format=webp)
- You can always modify/change which users can use the integration.
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/MZdMwrhrUF6EjIYpYS1kX_image.png?format=webp)
1. Go to your Talkchief Account and login, navigate to the Integrations section and click on "View Integration" for Zoho Bridge Module.
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/Ies1KEyt6fi2XU7EUEwXk_image.png?format=webp)
2. Intstall the module
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/i4A4vRNKFfV23fT0iTmGz_image.png?format=webp)
3. Check your email, you will receive an email asking you to activate your integration module. Click on "Activate".
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/wzDaXPevHZOkC050NqRg6_image.png?format=webp)
4. Accept to authenticate TalkChief with Zoho Phone Bridge
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/E-hVbBzfygYmhACoLf3Sm_image.png?format=webp)
5. You will see this message indicating that the integration is succesfully done.
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/Z3ZNdexoFow23gFhPtvOP_image.png?format=webp)
Finally, go back to your Zoho account, log out and re-login.
Go to your Leads section, you can see the green phone symbol next to each name.
- Start making calls by clikcing on the green phone symbol (Click to Call, or Click to dial).
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/A9jaF-nniMK5IuxvhbsJW_screenshot-2023-09-23-at-43908.png?format=webp)
- When making a call through Zoho Click to Call, it will pop up a window
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/Y0VQkbXGeULcMa_MJUB_l_screenshot-2023-09-23-at-44215.png?format=webp)
- Once the lead answers, you will be able to mute, put onhold, and fill any needed information related to the call.
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/Zs2kjJCHAcREqq-E6Ainu_screenshot-2023-09-23-at-44401.png?format=webp)
- When the call is done, you can add to the call description, add follow up actions. Finally click om done.
![TalkChief Zoho Integration TalkChief Zoho Integration](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/m9mY-rk6a4VsMsC_sz4FP_screenshot-2023-09-23-at-44420.png?format=webp)
- When receiving an incoming call, you will see a window pop up in your Zoho account, with main caller information (if the caller has a record in your CRM). In the same time, your connected TalkChief phone device (hardphone, softphone) will also be ringing. You can also receive the call from there.
- In order to review/listen to call recordings, under your Zoho account, go to Calls section, chose the relative call, and click on the call subject.
![Call Recordings under Zoho Call Recordings under Zoho](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/zWutdWEehzIayz3uY5tZX_screenshot-2023-09-23-at-45540.png?format=webp)
- This will open the call record card, with all related information, with the recording attached.
![Call recording under Zoho Call recording under Zoho](https://images.archbee.com/C2mDRzxd4lZoaLxLbvUf5/CGlqIckIB7FjlCcnphT8e_screenshot-2023-09-23-at-45912.png?format=webp)
You are ready to make/receive calls using Zoho!
Have any questions? You can always contact our Support Team at [email protected].
TalkChief Team
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