General CRM
Zoho CRM – Mac Plus Client Add-In Telephony Integration
Connect Zoho CRM with Xinix telephony. View supported features, system requirements, and integration details.
System Characteristics
Application Information:
| Manufacturer: | Zoho CRM |
|---|---|
| Application: | Zoho CRM |
| Market: | General CRM |
| Version: | Standard, Professional, Enterprise, Zoho One |
Other Information:
| Operating System: | Mac |
|---|---|
| Installation Options: | Optional. |
| Product: | Go Integrator Nava |
Supported Features (related to latest supported release)
Address Book Search
Click to dial via Communicator for Xinix
Click to dial via business application
Caller details preview
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.
Plus Client Add-In
Standard
Unite
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