1. Introduction
Integrating FreJun with Zoho allows you to seamlessly sync your communication data with your Zoho CRM, ensuring all interactions are logged for future reference and analysis. This document will guide you through integrating FreJun with Zoho, from setting up accounts to verifying the integration.
checkout https://frejun.com/zoho-phonebridge-calling-integration/
2. Prerequisites
Before proceeding with the integration, ensure that you have the following:
- A Zoho account with CRM access.
- A FreJun account.
- The FreJun extension is installed.
Note: This integration is user-level, meaning users must connect and install FreJun from the Zoho Marketplace individually.
3. Setting Up FreJun Integration with Zoho
Step 1: Create a FreJun Account
[If you already have a FreJun account, skip this step.]
- Visit the FreJun website and sign up for an account.
- After registering, you will receive login credentials to access the FreJun dashboard.
4. Integrating FreJun with Zoho
Authentication Process
1. Install FreJun from Zoho Marketplace-
- Visit the Zoho Marketplace and search for "FreJun."
- Click on "Install" and follow the instructions.
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- Log in to your FreJun account.
- Navigate to Settings > Integrations > Zoho PhoneBridge.
- Click on "Connect Zoho."
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- You will be redirected to the Zoho integration page.
- Click "Accept" to grant access.
That's it! After successful installation, you can make calls directly from Zoho, and call logs and recordings will be updated in both your Zoho and FreJun accounts.
5. Chrome Extension
- Follow the link to install the FreJun extension.
- Log in to the extension using your FreJun credentials.
- Once done, a Click-To-Call button will be added next to phone numbers on web pages, including Zoho.
- You can use this button to call directly from Zoho without copying and pasting numbers into your dialer.
For any queries, contact us at support@frejun.com.
6. FAQs
1. Is the integration supported for Zoho Bigin?
Ans: The integration is supported for all Zoho products and provides basic functionality for data sync between Frejun and Zoho.
2. Is this a user-level integration, meaning each user needs to connect from your product?
Ans: Yes.
3. Does each user need to install PBX or FreJun from the Zoho Marketplace?
Ans: Yes.
4. Can we get the recordings for answered calls?
Ans: Yes.
5. Only incoming calls that are not answered will show as missed.
Ans: Yes.
6. Can we differentiate inbound and outbound calls?
Ans: Yes, using the call_type field.
For additional support, contact support@frejun.com.