Croo Portal - Zoho PhoneBridge Integration

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Matthew DiGiandomenico
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*For information on removing your previous Zoho CRM integration and upgrading to our Zoho PhoneBridge integration, please see below.

 

1) To integrate Croo with your Zoho PhoneBridge:

  • 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.

 

2) To deactivate the outdated Zoho CRM integration and enable the updated Zoho PhoneBridge integration:

  • Ensure that you are currently logged into your Zoho account;
  • Click the Settings button  on the bottom-left corner of your Croo Portal homepage;
  • Click Zoho CRM in the Integrations section;
  • The message "The Zoho CRM Integration is now deprecated, and will soon be deleted. Please follow the migration procedure in order to migrate to Zoho PhoneBridge and keep using your integration features." may display above;
  • Click the Edit Screen_Shot_2021-06-29_at_9.40.49_AM.png button;
  • Click Delete Integration;
  • 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.

crooportal_phonebridge_4_EN.png

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