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Step 1: Add Integration to ZOHO

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Step 2: Select ZOHO CRM and SET it for use

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

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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

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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

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