Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

✅ Imports contacts from the CRM into the Contact lists of the Ringotel users

Before installing the integration (beta only)

Before installing the integration, you would need to finish a few steps on the Zoho API Console first.

...

When the application is created, switch to the Client Secret tab and copy the Client ID and Client Secret values into the appropriate fields in your Ringotel Shell ZohoCRM integrations settings.

...

Get started

Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab

...

Click Save changes. Now the integration should be configured for the mapped users.

Import CRM contacts

The integration provides automatic contacts identification on incoming calls. Additionally, you can import existing CRM contacts into contact lists of the Ringotel users.

...