Zoho Bigin is a sales pipeline management application designed for small businesses, simplifying prospect and transaction tracking with user-friendly features for an efficient sales team.
Ringover integration in the Zoho Bigin allows you to:
- Click to call (Extention Chrome & Firefox)
- Call are logged as call activities (with recordings, notes, tags and transcription)
- Sms are logged as notes
- Whatsapp conv are logged as notes
- Candidates synchronization
- CRM Fields in Dialer
Prerequisites:
- You must have a Ringover Business or Advanced account to benefit from this integration 💳
- The integration must be performed by an administrative or technical account in Ringover 👨💼
- In order for the integration to work, the Ringover account email addresses must be the same as those used for the Zoho accounts.
Step 1: Activation
💻 Go to Dashboard>Store>Integration.
- Search for and click on "Zoho Bigin",
- Enter your Zoho login credentials,
- Finally, grant Ringover permission to access your Zoho data.
Step 2: Configure your Zoho Bigin Integration
Customize the behavior of the integration based on your requirements through the settings. To do this, go back to Dashboard>Store>Integration and click on 'Configure' next to Zoho Bigin.
For more information on the configuration, check out our dedicated section "How to configure your tool?"
There you go, your integration is all sorted!🎉