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NUACOM Zoho integration setup guide

David Honey
David Honey
  • Updated

To Ensure your calls in Nuacom sync with the Zoho CRM, please follow this guide step by step.
please note - if the guide is not followed correctly, this will cause a misconfiguration
and calls will not push correctly to Zoho


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Step 1 - Log in to Zoho CRM as an admin

 

go to settings



next, click on Telephony in the Channels section


next, search for Nuacom in the Telephony Marketplace


click on the Nuacom icon then install the integration


you can either select specific users or All users to sync between 


Once setup is complete, you will see the following information

The Zoho CRM setup is completed now.

More information on that you can find on Zoho help center:

https://help.zoho.com/portal/en/kb/crm/extensions/telephony/articles/enable-disable-phonebridge

https://help.zoho.com/portal/en/kb/recruit/integrations/phonebridge-sms/configure-phonebridge/articles/enabling-and-disabling-zoho-phonebridge-access-for-users

 

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Step 2 - Setting up the integration in the Nuacom portal

 

please log into the nuacom portal as an admin (nuacom.ie > login) 

then go to Settings > Apps and Integrations

 

 

click to view/edit the Zoho integration

 

 

Sign In

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If you are not signed in, sign in with your account to allow the integration. Once signed in, click the "Accept" button to connect.

 

Get Connected

 

Once you accept the integration you will now see Zho connected in the NUACOM portal.

This is where you want to map the Zoho users with your NUACOM phone system users.

Press the +(Plus) to add another user or the -(minus) to remove.

 

Once completed mapping the users, click "Save Config".

Zoho has now been integrated with Zoho CRM. 

 

 

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