Your SR Account Checklist
Use this checklist to ensure a smooth transition to take your SR account Integration live.
You must be a User of your ZohoCRM account.
SR panel should be in Premium Plan to use SR integrations.
Your ZohoCRM premium plan supports telephony integration.
You are using the SuperReceptionist Knowlarity service. It is configured and active.
Follow 3 Steps Procedure to Integrate
Step1. Get your SR Virtual Number
Login to your SuperReceptionist account to get the Virtual Numbers.Your SuperReceptionist phone number is your Virtual number.
Step2.Enable Zoho CRM
Navigate to Settings > Integration > Enable ZohoCRM
After clicking on ENABLE NOW the zohocrm configuration page will appear.
You can create your ZohoCRM account by clicking on CREATE ONE link.
Fill the required information and click on “Sign Up” button.
You will receive a mail from ZohoCRM for verifying confirmation of your account just click on the link which is in your mail.
Great! Now you are a user of Zoho CRM
Step3. Get your Zoho phonebridge Token
Go to: Setup > Extensions & APIs > Others > PhoneBridge
- Select “Knowlarity – Super Receptionist” as telephony provider.
- Go to SuperReceptionist account. Fill the PhoneBridge token and select an SR number which is provided to you.
- Map each SR users to corresponding Zoho users. Then click on Enable to complete the configuration. All unmapped SR agents will be considered as ‘Default Agent’.
In order to get the Click to Call functionality in Zoho, You need to map each Zoho users to corresponding SR user.
eg: Sai Kamalesh is mapped to Mohammad Habeeb. So Sai Kamlesh will get the option to make click to call.
It will ask you to do the mapping of ZOHO agents with SR agents. Once you do the agents mapping and press ‘enable’, your configuration is completed!!!
if you are getting an error message as below
It means that “You might be using old Professional edition of Zoho CRM, need to purchase Zoho PhoneBridge as an add-on to activate PhoneBridge for your users.
It means that “You are entering invalid zohocrm token”
How it works!
System Requirements:Browser recommendations:Chrome(Recommended),firefox
When customer calls to your SR number you will get notification bottom-left of the zohocrm web application page.
1.You can add call description for the call once agent picked up the call.
2.Click the plus-symbol to create lead or contact for this call.
3.You can save the call description after hanging up the call.
4.You can see the calls at “Activities > All calls”