Zoho CRM Integration

System Characteristics

Application Information:

Manufacturer:	Zoho CRM
Application:	Zoho CRM
Version:	Standard, Professional, Enterprise, Zoho One
Market:	General CRM

Other Information:

Operating System:	Windows
Installation Options:	Optional.
Product:	Go Integrator Nava

Supported Features (related to latest supported release)

Automate your sales, marketing, and service in one platform.

Address Book Search

Caller details preview

Click to dial via Communicator for Xinix

Click to dial via business application

Manual screen pop

Auto screen pop

Pop contact in edit mode

Automatic call activity logging

Manual call activity logging

Additional features

Integration with Notes

Add contact

Live Mode

Cached Mode

Related data

Note/Advisories

Zoho CRM API access is required to be enabled on the users account profile.
The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache’.
Searching by Last Name is only available when the integration is set to Cached Mode.

Zoho CRM Telephony Integration

Xinix provides Telephony integration to a wide variety of different CRM, currently over 300 applications. We continually develop and innovate, our partners and direct customers depend on us to make sure they stay above the curve. Benefits of using Zoho CRM Telephony Integration in your company;

Increase customer retention and build better relationships.
360 Degree awareness across the organisation, greet the customer wit historical data, make them feel special.
Increase efficiency and save time
Realtime calling data
Improve management

We have developed a range of clients that bring computer telephony to a range of mobile devices including: