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Zoho CRM

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

DB

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 Broadworks:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

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.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Mac

Installation Options:

Optional.

Product:

Go Integrator v3

References

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