Set up Omnivigil Integration with Zoho® CRM

Set up Omnivigil Integration with Zoho® CRM
Guides

Mise à jour le April 23, 2020

OMNIVIGIL solutions offers a cloud-based telecommunication solution for business and individuals. It was created to offer the flexibility of an onsite PBX system without the need for purchasing expensive equipment. In fact, with your OMNIVIGIL subscription, you could set up a complete virtual PBX system using your existing computer systems and VoIP software phones (Softphones) such as Bria Stretto and Zoiper. That said, we do also support many brands of VoIP phone systems such as Yealink, Grandstream and Cisco.

Whether you are using a regular VoIP phone or a softphone with your OMNIVIGIL subscription, you can integrate it with the Zoho® CRM using the following instructions.

NOTES

  • For this integration to work, you must have an OMNIVIGIL account that includes the Zoho® Phonebridge subscription.
  • Only an Administrator of a Zoho® CRM account can enable the OMNIVIGIL Integration.
  • Once enabled by the administrator, the integration is activated for all users. Every user in the Zoho® CRM Organization account need to log in to OMNIVIGIL with their unique credentials in order to use the Zoho® phonebridge feature.

1.1 Enabling Zoho® Integration with OMNIVIGIL

  1. Log into your OMNIVIGIL account at https://portal.omnivigil.com
  2. Go to Telephony > Extensions > Extensions.
  3. Click on your assigned Extension or the desired Extension that needs to be linked to a Zoho account.
  4. Click on the Zoho® Integration button next to the navigation bread crumb.
  5. If you are not logged into your Zoho® account, you will be asked to log in to your Zoho® account.


  6. After this step, your browser will automatically navigate back to the OMNIVIGIL portal and you will be presented with the information related to your integration which confirms a working Zoho CRM PhoneBridge integration.

That is all, your extension is now linked to the Zoho® CRM and you can enjoy all the additional features this brings.

NOTE

You can only register one extension per Zoho® account, so if there is already another extension registered to the account you will receive an error message to that effect.

Viewing your Zoho® call logs

From the OMNIVIGIL portal:

  1. Go to Telephony > Extensions > Extensions.
  2. Click on your assigned Extension or the Extension for which the logs are desired.
  3. Click on the Zoho® Journal button.
  4. You will be presented with the call logs. You can filter the logs according to the desired dates.

Disabling OMNIVIGIL Integration with Zoho® CRM

3.1 Disabling Zoho® Integration with OMNIVIGIL

From the OMNIVIGIL portal:

  1. Go to Telephony > Extensions > Extensions.
  2. Click on your assigned Extension.
  3. Click on the Zoho® Integration button.
  4. At the bottom of the page, click on the “click here” link where it says, “To unlink the extension from the Zoho® account click here.”
  5. Confirm that you want to unlink.

You are now disconnected from the Zoho® phonebridge.