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Zoho CRM

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Zoho CRM

Application:

Zoho CRM

Version:

Standard, Professional, Enterprise, Plus

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator for Netsapiens:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

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:

Go Integrator Nava

References

  1. Watch Integration Video
  2. Zoho CRM (Product Website)
  3. Zoho CRM (Manufacturer Website)