This article describes UNIVERGE BLUE® CONNECT integration with Zoho CRM through Zoho Phonebridge platform. It allows users to receive and make calls directly from Zoho CRM interface.
Important: the CRM integration functionality depends on your license. Review the UNIVERGE BLUE® CONNECT Packages article to determine what packages include it. You may need to upgrade your license to use this feature.
Step 1: Enabling Phonebridge
Log in to Zoho CRM with Administrator's credentials, open Zoho Phonebridge Marketplace and navigate to Settings > Channels > Telephony. Click the button to Enable Phonebridge.
Step 2: Enabling Integration
- Once Phonebridge is enabled use search field in Phonebridge Marketplace to find UNIVERGE BLUE® CONNECT widget. Click Integrate button on the found widget.
- On the widget page click Install button.
- After installation, you would need to enable the integration. It can be done on our page:
https://go.univerge.blue/integration-zoho/Click Enable Now.
- After that you will be returned to Zoho portal and UNIVERGE BLUE® CONNECT integration will be enabled for your organization.
- Users will need to open the following link to start using the integration:
https://zoho.univerge.blue/calls/zoho/enable
Setup instructions for end-users can be found in our Knowledge article UNIVERGE BLUE® CONNECT For Zoho CRM (End-User Guide).
Disable UNIVERGE BLUE® CONNECT integration
You can disable UNIVERGE BLUE® CONNECT integration with Zoho CRM for all users in organization. To do this use the following link when logged into Zoho CRM as an Administrator:
https://zoho.univerge.blue/calls/zoho/disable
After integration is disabled user will no longer be able to make and receive calls from Zoho CRM using UNIVERGE BLUE® CONNECT.
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