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".
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- Search for TalkChief.
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- 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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1. Go to your Talkchief Account and login, navigate to the Integrations section and click on "View Integration" for Zoho Bridge Module.
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2. Intstall the module
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3. Check your email, you will receive an email asking you to activate your integration module. Click on "Activate".
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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.
- 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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- 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.
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- This will open the call record card, with all related information, with the recording attached.
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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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