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Support
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Zoho CRM
Zoho CRM
Zoho CRM
Zoho CRM
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Zoho CRM
Application
Zoho CRM
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Zoho CRM API access is required to be enabled on the users account profile.The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache'. Cannot be used in conjuction with the Zoho Phonebridge Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.Please note: the Zoho Indian domain is now supported.Searching by Last Name is only available when the integration is set to Cached Mode.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Watch Integration Video (https://vimeo.com/761423885)
Zoho CRM (http://www.zoho.com/crm/)
Zoho CRM (http://www.zoho.com)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Zoho CRM
Application
Zoho CRM
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Zoho CRM API access is required to be enabled on the users account profile.The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache'. Cannot be used in conjuction with the Zoho Phonebridge Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.Please note: the Zoho Indian domain is now supported.Searching by Last Name is only available when the integration is set to Cached Mode.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Watch Integration Video (https://vimeo.com/761423885)
Zoho CRM (http://www.zoho.com/crm/)
Zoho CRM (http://www.zoho.com)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Zoho CRM
Application
Zoho CRM
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Zoho CRM API access is required to be enabled on the users account profile.The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache'. Cannot be used in conjuction with the Zoho Phonebridge Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.Please note: the Zoho Indian domain is now supported.Searching by Last Name is only available when the integration is set to Cached Mode.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Watch Integration Video (https://vimeo.com/761423885)
Zoho CRM (http://www.zoho.com/crm/)
Zoho CRM (http://www.zoho.com)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Zoho CRM
Application
Zoho CRM
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Zoho CRM API access is required to be enabled on the users account profile.The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache'. Cannot be used in conjuction with the Zoho Phonebridge Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.Please note: the Zoho Indian domain is now supported.Searching by Last Name is only available when the integration is set to Cached Mode.
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Watch Integration Video (https://vimeo.com/761423885)
Zoho CRM (http://www.zoho.com/crm/)
Zoho CRM (http://www.zoho.com)
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Still have questions?
We have answers and love to chat!
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Still have questions?
We have answers and love to chat!
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC