Integrate Knowlarity SuperReceptionist with Zoho

Integrate Knowlarity SuperReceptionist with Zoho


SuperReceptionist (SR) is a personal reception hosted virtually in a cloud telephony environment.



If you are using SuperReceptionist for your business, you can integrate it with Zoho products (Zoho CRM, Zoho Recruit, Zoho Mail and Zoho One) . 


Zoho SuperReceptionist plugin allows you to


  • Get notifications in Zoho products for incoming and outgoing calls.

  • Add description to calls.

  • Create Objects (like Lead/Contact/Task etc)  for calls.



Prerequisites


  • You must be the Admin User of your Zoho Account.

  • SR panel should be in Premium Plan to use SR integrations. (or above)

  • Your Zoho plan supports telephony integration.

  • You are using the SuperReceptionist (Knowlarity) service. It is configured and active.




Step 1. Goto SR integration page in SR(https://sr.knowlarity.com/sr/#/settings/integrations) and select Zoho and click on enable.




Step 2. Click on sign in to ZOHOV3:



Step 3. Sign in to Zoho:




Step 4. Accept integration:





Step 5. This will redirect to SR page where you can map Zoho users with SR agents:




Step 6. Select SR numbers and map the Zoho users to SR agents and click on enable.


Step by step guide to enable integration is given in this video.


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