This is a reference document for integrating ZOHO CRM with CloudAgent account. Admin creates Agents with specific AgentId and Password and tries to configure with ZOHO Desk. After logging into Zoho Desk, Admin chooses the desired plugin for Campaigns and maps respective agents to the ZohoDesk User.
In CloudAgent Navigate to Configurations ZohoDesk Grant Access. It will navigate to Zoho Desk for Authentication.
Once the registration is done we can see ZohoDesk Plugin in the list. Select Zoho Desk and Save. Go to “CAMPAIGNS”, click on “ Inbound/outbound CAMPAIGNS”.
Goto CONFIGURATIONS => INTEGRATIONS => Click on Zoho Desk icon. This will redirect you to Zoho Desk Settings page. “Agents” will be by default selection, Click on “Campaigns”.
Click on your desired Campaign and click on “Generate Click2Call”.
And Zoho Desk screen looks like below, after call got disconnected.