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Integrations

TalkChief for Zoho Integration - How to?

14min

This article explains how to integrate Zoho with TalkChief, enabling you to have seamless experience using your CRM while utilizing TalkChief's Powerful features.

Installing TalkChief VoIP module

  • Login to your Zoho account.
  • Go to Settings (Gear symbol to the top right), and under "Channels", chose "Telephony".
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  • Search for TalkChief.
TalkChief Module
TalkChief Module

  • Click on the module, and then install and start the TalkChief Integration setup.
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  • 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.
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  • You can always modify/change which users can use the integration.
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Installing Zoho Bridge Module

1. Go to your Talkchief Account and login, navigate to the Integrations section and click on "View Integration" for Zoho Bridge Module.

Zoho Integration
Zoho_Integration


2. Intstall the module

TalkChief_Zoho
TalkChief_Zoho


3. Check your email, you will receive an email asking you to activate your integration module. Click on "Activate".

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Authentication Between TalkChief and Zoho

4. Accept to authenticate TalkChief with Zoho Phone Bridge

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5. You will see this message indicating that the integration is succesfully done.

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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.

Outgoing Calls

  • Start making calls by clikcing on the green phone symbol (Click to Call, or Click to dial).
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  • When making a call through Zoho Click to Call, it will pop up a window
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  • Once the lead answers, you will be able to mute, put onhold, and fill any needed information related to the call.
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  • When the call is done, you can add to the call description, add follow up actions. Finally click om done.
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Incoming Calls

  • 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.

Recordings

  • 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

  • This will open the call record card, with all related information, with the recording attached.
Call recording under Zoho
Call recording under Zoho


You are ready to make/receive calls using Zoho!

Have any questions? You can always contact our Support Team at support@talkchief.io.

TalkChief Team

Updated 27 Sep 2023
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TABLE OF CONTENTS
Installing TalkChief VoIP module
Installing Zoho Bridge Module
Authentication Between TalkChief and Zoho
Outgoing Calls
Incoming Calls
Recordings
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