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Step 1: Add Integration to ZOHO


Step 2: Select ZOHO CRM and SET it for use


Step 3: Generate Authentication Token by entering ZOHO ADMINISTRATOR ACCOUNT DETAILS

Important Notes

  • The Authentication Token is user-specific and is a permanent token.
  • The Authentication Token of a user's account will become invalid if the user is deactivated.
  • It is recommended that you note down your Authentication Token.
  • Access and manage all the active secret auth tokens of your account by selecting Settings -> Active Authtokens in https://accounts.zoho.com

Step 4: Configure Dialing Options to Zoho CRM Web via Dialing Handlers


Step 5: Download and Install Web Browser Plug-in



Step 6: Outbound calls from ZOHO CRM via Click to Dial




Step 7: Inbound Calls via Go Integrator to ZOHO CRM


  • Click on the ZOHO CRM Icon


  • Auto relates to the ZOHO CRM Contact

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