How to Integrate SuperReceptionist with Zohodesk - Knowlarity

How do I integrate SuperReceptionist with Zoho Desk



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 Desk.


Zoho Desk SuperReceptionist plugin allows


  • Call pop-up inside Zoho Desk. You can view the details of existing contacts while receiving incoming calls.
  • Add notes to calls that get posted as comments in tickets.
  • Create a new ticket from the call or associate calls to an existing ticket.
  • Add caller information by creating new contacts.
  • Make outbound calls from inside tickets or contacts.

Prerequisites


  • You must be a Administrator of your Zoho Desk account.

  • SR panel should be in Premium Plan or higher to use SR integrations.

  • You must have subscribed to either Professional or Enterprise plan in Zoho Desk

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





Procedure


Get your SR Virtual Number.

Login to your SuperReceptionist account to get the Virtual Numbers.
Your SuperReceptionist phone number is your Virtual number.





Enabling Zoho Desk 

Navigate to Settings>Integration


please click on the 'ENABLE NOW' button on Zoho Desk plugin



please click on the 'sign in to ZOHODESK' button. Enter Your Zoho Desk credentials.



please click on the accept button







please map your Zoho Desk users with your SuperReceptionist agents.





Now your SuperReceptionist account is integrated with your Zoho Desk account.


1. Call pop-up inside Zoho Desk

2. Take notes inside the pop-up
  
  
3. Create Tickets
 






4. Create Contact





5. Click to Call (Outgoing call)
within ticket:


within contact:


    • Related Articles

    • 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 ...

    • How do I integrate SuperReceptionist with Nimble?

      SuperReceptionist is a personal reception hosted virtually in a cloud telephony environment. If you are using SuperReceptionist for your business, you can integrate it with nimble (hosted) to capture leads along with phone numbers directly from your ...

    • How do I integrate SuperReceptionist with Zendesk & Zendesk App?

      SuperReceptionist is a personal reception hosted virtually in a cloud telephony environment. Zendesk is a software development company that provides cloud-based customer service platform, also known zendesk; the services include ticketing, ...

    • How do I integrate SuperReceptionist with ZohoCRM

      Integrate SuperReceptionist with ZohoCRM 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 ZohoCRM. ZohoCRM ...

    • Migration from Knowlarity - Zoho CRM integration (V2) to Knowlarity - Zoho PhoneBridge integration(V3)

      How to migrate from Zoho CRM integration (V2)  to Knowlarity - Zoho PhoneBridge integration(V3) Existing customers needs to follow the below steps to get migrated from Knowlarity - Zoho CRM integration (V2) to Knowlarity - Zoho PhoneBridge ...