Croo Portal - Zoho PhoneBridge Integration

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Attention :
-Your Zoho account needs to be part of your organization
-You also need to be "super admin" of your Zoho organization
-You must do the steps below in that exact order

To integrate Croo with your Zoho PhoneBridge

  • Log in to crm.zoho.com 
  • Go into the settings -> Click on the Channel section -> Click on Telephony
  • Install Foneco in Zoho marketplace

  • Now log in to app.croo.io
  • Click the Settings button  on the bottom-left corner of your Croo Portal homepage;
  • Ensure that you are currently logged into your Zoho account;
  • Click Zoho PhoneBridge in the Integrations section;
  • Zoho will prompt you to give Croo permission to access your Zoho data. Please click Accept;
  • A new window will appear within your Croo Portal. To the left will be the extensions currently configured in your phone system. To the right of each extension will be a drop-down menu containing each account currently configured in your Zoho account. Select the appropriate account in the drop-down menu to link to a Croo extension.

 

 

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