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

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 integration(V3)


Step 1: Disable existing Knowlarity - Zoho CRM integration from Knowlarity portal. SR admin>Settings>Integrations


Step 2: Once they disable the integration from Knowlarity portal, In Zoho CRM under Setup > Channels > Telephony , "Enable PhoneBridge" will be available. Administrator has to click on "Enable PhoneBridge" to enable PhoneBridge service for their Organization .


Step 3:  To Enable Knowlarity - Zoho PhoneBridge integration refer to the following article.

Integrate Knowlarity SuperReceptionist with Zoho ( V3 )


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