<aside> ⚠️ Before the installation make sure that:

  1. telephony is enabled in your Zoho account (enter your Zoho account > go to Settings > Channels > Telephony). If it is not enabled you will see the "Install" button.

  2. you're the admin of the Zoho account, otherwise, you won't be able to integrate CallGear with Zoho (there will be a 502 error);

  3. there is no running integration with PhoneBridge in your account;

</aside>

New users:

  1. Choose Get Demo for a CallGear account.
  2. Our sales rep will contact you and create an account.
  3. To integrate your CallGear account with Zoho follow the steps below.

Zoho:

Navigate to ZohoCRM --> Telephony --> CallGear --> click on "Install" -- > !!! select "All Users" and then click "Install. !!!

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CallGear:

  1. Log in, click Administrator in the top right corner, navigate Account > Integrations.

  2. Find Zoho logo and click on Enable.

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/62b305b7-f7c4-493e-9b8c-5a5a8338036a/enable_integration.jpg

  3. For the PhoneBridge settings choose Zoho Crm - CallGear.

  4. Accept permissions.

    https://s3-us-west-2.amazonaws.com/secure.notion-static.com/128bb7aa-37a9-4838-b561-0d264528e86b/Permissions.png

    <aside> ⚠️ Make sure that all of Zoho users have a PhoneBridge (Telephony) option enabled in their Zoho account. Otherwise they will not be able to make calls.

    </aside>

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/9ce5087c-0c4f-4e4e-8f57-c709de979c03/Integration_settings.jpg

  1. integration options:
  1. Start calling your contacts and watch your call activities in the Zoho.