<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. !!!

CallGear:

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

2. Find Zoho logo and click on Enable.

   

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

4. Accept permissions.

   

   <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>

1. integration options:

• initial call processing rules;
• click-to-call number;

6. Start calling your contacts and watch your call activities in the Zoho.