Configuration and integration of Zoho CRM PhoneBridge with OMNIVIGIL

Configuration and integration of Zoho CRM PhoneBridge with OMNIVIGIL

OMNIVIGIL provides a cloud-free telecommunication solution for both consumers and businesses. This solution was designed to offer the flexibility of a physical PBX without having to purchase heavy equipment. In fact, with your OMNIVIGIL subscription, you will have full access to a virtual PBX system using your computer system and softphones such as Bria Stretto and Zoiper. We also support several brands of physical devices such as Yealink, Cisco and Fanvil.Whether you use a regular VoIP phone or a software device with your OMNIVIGIL subscription, you will be able to integrate it with Zoho’s CRM by following the instructions below.

NOTES

  1. For the integration to work you need to have a customer account with Omnivigil Solutions including the “Zoho – Phonebridge” service.
  2. Only an administrator account for Zoho CRM can allow integration of services with Omnivigil.
  3. When activated by an administrator, all users will have their account activated. Each Zoho CRM user account will have to connect to the OMNIVIGIL portal with a unique ID in order to be able to use the Zoho phone bridge features.

Activating Zoho integration with OMNIVIGIL

  1. Login to your OMNIVIGIL account through https://portal.omnivigil.com.
  2. Go to the menu Telephony > Phone extensions > Phone extensions.
  3. Choose the extension assigned to your person or to the one you want to link the extension to.
  4. Click on the ZOHO INTEGRATION button.
  5. If you are not logged in to your Zoho account, you will be asked to log in.

After this step, your browser will automatically direct you to the OMNIVIGIL portal. The information related to your integration will be presented to confirm the association.

That’s it, your extension is now linked to the Zoho CRM and you can benefit from all the additional functionalities.

NOTE

You can only register one phone extension per Zoho account. If there is already one phone extension registered for the account, you will receive an error message stating this.

View Zoho® Call Logs

From the OMNIVIGIL portal:

  1. Go to the menu Telephony > Phone extensions > Phone extensions.
  2. Select the extension assigned to you or to the person you want to associate the extension with.
  3. Click on the Zoho Journal button.
  4. The logs are presented in chronological order. You can filter according to the required dates.

Disabling Zoho Integration

From the OMNIVIGIL portal:

  1. Go to the menu Telephony > Phone extensions > Phone extensions.
  2. Select the extension assigned to you or to the one you want to dissociate the extension from.
  3. Click on the ZOHO INTEGRATION button.
  4. At the bottom of the page, click on the “click here” link where it says “To remove the link between the extension and the Zoho account, click here”.
  5. Confirm the removal of the link

You are now disconnected from the Zoho Phone Bridge.

Want to learn more about this feature?

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