Steps to Integrate ZohoCRM With CloudAgent.

1.       Grant Access to Register ZohoCRM. In CloudAgent Navigate to Configurations Integrations ZohoCRM OAuth 2.0 Grant Access. It will navigate to ZohoCRM for Authentication.

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2.       Authenticate using ZohoCRM Credentials. Enter Credentials and click on SignIn.

 

3.       Click on Accept to enable integration.

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4.       Add Plugin to CloudAgent Campaign Once the registration is done we can see ZohoCRM Plugin from the list. Select ZohoCRM (ZohoCrmV2) and Save.

 

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5. Map CA agent with Zoho Users. Navigate to Integrations page again and click on https://lh3.googleusercontent.com/-_iF0Gn9CpJg/WXIHrHrvjvI/AAAAAAAAAQQ/7LplPQS_WN0q2Uz9Dip1EVSzmILM7F1owCK8BGAs/s50/2017-07-21.png One agent can map with only one Zoho User.

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6.       Need to enable Click2Call to make outbound calls. Click on Generate Click2Call, which enables Click2Call.

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Integration is done.