If you are looking forward to configuring your Zoho Desk integration, Please follow the steps below.
Well, before we begin, make sure you possess the admin rights of CallHippo and Zoho Desk.
Steps to perform for CallHippo.com Integration:
Step 1: Log in to your CallHippo account.
Step 2: Go to the left sidebar menu of your dashboard and click on Integrations.
Step 3: Select Zoho Desk and click on Connect button.
Step 4: On the Zoho Desk Integration Setup dialog box, select your Zoho Desk domain and click on Connect Now.
Step 5: If you haven’t logged in your Zoho Desk Account, you will require logging into it. Enter your Zoho Desk credentials(email/phone and password) and click on Sign In.
Step 6: A message will be displayed on your screen asking you to access your Zoho Desk account. Click on Accept.
Once you Grant the access you will be redirected back to the CallHippo.
Hurray!!! You have now successfully integrated Zoho Desk with CallHippo. Integration status shows “Integrated”. And once contact ( Zoho Desk customer ) syncing is completed, we will update you by email.
Integration Settings
Now your CallHippo account is successfully integrated with Zoho Desk and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of Zoho Desk through CallHippo.
Call Activities performed with a Zoho Desk Contact Reflected in your Zoho Desk account
If you have enabled this toggle, All the call activities that are performed on a Zoho Desk contact through CallHippo will reflect in Zoho Desk customer’s tickets as below
SMS Activities performed with a Zoho Desk Contact reflected in your Zoho Desk Account
If you have enabled this toggle, All the SMS activity will log in to the Zoho Desk contact’s Activity section
Select Department on which call/sms activities will be logged.
Select the Department name from dropdown list on which call/sms tickets will be created.
Customer will be saved as a contact in CallHippo.As you update/add/delete customer will be changed/added immediately in CallHippo Dialer.
Connected Numbers:
You can select for which numbers call and SMS activity should be logged from the below Connected Numbers Section.
Install the CallHippo Click-to-Call Chrome extension from the below link:
https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci
Once the click to call extension is installed, CallHippo icon will appear in front of every number once you click that number call will get connected automatically.