Introduction
Croo Extension
for Zoho enhances your Zoho experience by integrating advanced telephony
features directly into your Zoho Apps. This integration allows your team to
communicate more efficiently with customers, offering a seamless experience
that bridges communication gaps. With Croo Extension, you can make and receive
calls, manage customer interactions, and optimize call handling.
Getting Started with Croo Extension for
Zoho
Step
1: Install the Croo Extension
- Log in to your Zoho
account: Begin by accessing your Zoho account using your credentials.
- Navigate to the Zoho Settings:
Locate the Telephony option in settings’ channel menu.
- Search for Croo
Extension: Use the search bar to find the Croo extension.
- Click Install: Follow
the prompts to add Croo Extension to your Zoho environment.
- Choose User: Select
the option of All Users or Specific Users and click on install
Step
2: Setting Up Zoho in My Croo App
1)
Activate
the Zoho Integration:
a)
Login
into My Croo App (app.mycroo.io) by using admin credentials.
b)
Navigate
to Settings > Integration > Zoho Phone Bridge in the left menu.
c)
Click
the Activate button, which will redirect you to Zoho.
d)
Validate
your identity by entering your Zoho credentials. Once validated, your Zoho
integration will be activated, and you will be redirected back to the My Croo
App.
e)
After
activation, you will see a Deactivate button in the top-right corner.
2)
Zoho
User Mapping with PBX:
a)
On
the My Croo App > Settings > Integration > Zoho Phone Bridge
page, you will find a list of PBX users along with the connected Zoho users
b)
Select
the desired Zoho user from the Connected User column and click the Save
button. After saving, a green dial icon will appear next to the
connected user, allowing you to initiate calls directly from Zoho.
c)
If
you wish to remove the mapping, you can do so at any time. Once removed, the
green dial icon will disappear from Zoho, and you will no longer be able to
make calls through it.
Step
3: Start Using Croo Extension
Once the
setup is complete, it allows you to make and receive calls and track call logs
with customers directly from the contact or lead records.
Using
Croo Extension in Zoho
Making
and Receiving Calls
- Initiate a Call: Navigate to any
Contact or Lead in Zoho. Click the Call button next to the phone number
field to start a call using Croo Extension.
- Receive Incoming
Calls:
When a call comes in, it will appear as a notification within the Croo
toolbar in Zoho. Simply click Answer to take the call directly within your
interface.
- Automatic Call
Logging:
All calls made or received through Croo are automatically logged in the Calls
section including the date, time, and duration of the call.
- Access Call
Recordings:
Find recordings of calls in the Calls section. This is useful for
reviewing customer conversations and training new team members.
Expert Support
Get
Assistance Anytime
Our support team is available to ensure a smooth experience with Croo Extension.
Our services include:
- Initial Setup
Support:
We help you configure the Croo extension and integrate it with Zoho.
- Training Sessions: Get personalized
training for your team on using Croo Extension within Zoho.
- Troubleshooting: Contact us for help
with any technical issues, from connection problems to advanced feature
setup.
- Customization
Requests:
Need specific adjustments to make the tool work better for your business?
Our experts can help tailor Croo Extension to meet your unique
requirements.
Frequently Asked Questions (FAQ)
- Q: How do I link my
Zoho account with Croo Extension?
A: Refer
the Step 2 of Getting Started with Croo extension for zoho
- Q: Can I use Croo
Extension to track all my calls within Zoho?
A: Yes, Croo Extension automatically logs all calls including call
recordings and details, history in zoho, making it easy to keep track of
communications.
- Q: How do I access
call recordings?
A: Call recordings are stored within the Calls section in Zoho. You
can listen to recordings directly from the contact's record.