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integrating_clustercc_and_zoho_crm [2018/10/16 14:56] admin 创建 |
integrating_clustercc_and_zoho_crm [2018/10/16 15:06] (当前版本) admin [2.3、使用ClusterCC集成] |
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| - | ** 将ClusterCC与Zoho CRM集成 ** | + | ** Building ClusterCC integration ** |
| - | ClusterCC呼叫中心提供商为您提供了在ClusterCC环境中配置一组内容的选项。您所需要做的就是授权设置集成，并将调用与ZohoCRM数据库中的联系人/帐户相关联。建立的ClusterCC集成 | + | The ClusterCC call center provider provides you with the option of configuring a set of content in the ClusterCC environment. All you need to do is authorize the setup integration and associate the call with the contact / account in the ZohoCRM database. The ClusterCC integration is composed of two steps: |
| - | 包括二个步骤： | + | 1.authorized ClusterCC |
| - | 1.授权ClusterCC | + | 2.connect ClusterCC to ZohoCRM users |
| - | 2.将ClusterCC与ZohoCRM用户联系起来 | ||
| + | =====Step 1: authorize ClusterCC===== | ||
| + | **Authorized ClusterCC integration** | ||
| - | =====步骤1：授权ClusterCC===== | + | 1.1.install the > Channel > telephone. |
| - | **授权ClusterCC集成** | + | |
| - | 1.去安装>频道>电话。 | + | 2.2.on the Zoho PhoneBridge page, select ClusterCC as the telephone provider. |
| - | 2.在Zoho PhoneBridge页，选择ClusterCC作为电话提供商。 | + | 3.login to specify ClusterCC account and enter phoneBridge information; |
| - | + | ||
| - | 3.登录指定ClusterCC帐户，录入phoneBridge信息。 | + | |
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| /* | /* | ||
| - | 注：其中重定向url需要使用云牛提供的地址 | + | Note: redirection URL requires the address provided by cloud bull. |
| + | |||
| + | Add the ID of ClusterCC team; | ||
| - | 加ClusterCC团队的团队标识； | + | [[Http://call center address: port /zohoapi/initr/ClusterCC_team_identity|Http://call center address: port /zohoapi/initr/ClusterCC_team_identity]] |
| - | [[http://呼叫中心地址:端口/zohoapi/initr/ClusterCC_team_identity|http://呼叫中心地址:端口/zohoapi/initr/ClusterCC_team_identity]] | ||
| - | ClusterCC_team_identity 为ClusterCC系统中的团队标识 | + | ClusterCC_team_identity is the team ID in the ClusterCC system. |
| - | 例如：[[http://127.0.0.1/zohoapi/initr/ZOHOTEST|http://127.0.0.1/zohoapi/initr/ZOHOTEST]] | + | For example：[[http://127.0.0.1/zohoapi/initr/ZOHOTEST|http://127.0.0.1/zohoapi/initr/ZOHOTEST]] |
| */ | */ | ||
| - | ClusterCC帐户将被授权。 | + | The ClusterCC account will be authorized. |
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| \\ | \\ | ||
| - | =====二、将ClusterCC与ZohoCRM用户联系起来===== | + | =====Step 2: connect ClusterCC to ZohoCRM users===== |
| - | ==== 2.1、ZohoCRM单个关联ClusterCC坐席 ===== | + | ==== 2.1、ZohoCRM single ClusterCC agent association ===== |
| - | 2.1.1.在ZohoCRM用户设置里面分别绑定坐席id即可，状态默认启； | + | 2.1.1.binds the agent ID separately in the ZohoCRM user settings, and the state starts by default. |
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| - | ==== 2.2、ZohoCRM批量关联ClusterCC坐席==== | + | ==== 2.2、ZohoCRM batch related ClusterCC agents=== |
| | | ||
| - | 2.2.1.如果没有坐席组，要先添加坐席组和对应默认外呼营销任务； | + | 2.2.1.if there is no agent group, we should first add the agent group and the corresponding default calling marketing task. |
| - | 2.2.2.添加时会自动展示ZohoCRM的用户列表供选择；（添加的坐席和勾选的ZohoCRM user数量要相同） | + | 2.2.2.The user list of ZohoCRM is automatically displayed for selection when added; (The number of agents added and the number of ZohoCRM users checked are the same.) |
| - | 2.2.3.添加成功会自动把该批坐席与勾选的ZohoCRM用户随机关联并默认全部启用phonebridge相关功能； | + | 2.2.3.Successful addition will automatically associate the agents with the selected ZohoCRM users randomly and enable phonebridge-related functions by default. |
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| - | ==== 2.3、使用ClusterCC集成 ===== | + | ==== 2.3、Using ClusterCC integration ===== |
| - | 2.3.1.一旦您的ClusterCC集成设置就绪，您就可以在您的crm帐户中打出电话、接收呼叫和添加后续活动。 | + | 2.3.1.Once your ClusterCC integration settings are in place, you can make calls, receive calls, and add follow-up activities to your CRM account. |
| - | 2.3.2.当您通过ClusterCC从CRM联系人收到来电时，您可以看到联系人的名片视图。 | + | 2.3.2.When you receive a call from a CRM contact via ClusterCC, you can see the business card view of the contact. |
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| - | 2.3.3.您可以通过ZohoCRM帐户（已经与ClusterCC坐席关联过）打电话。 | + | 2.3.3.You can call through the ZohoCRM account (which has been associated with ClusterCC). |
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| - | 2.3.4.在通过ClusterCC的每个呼叫结束时，您可以从呼叫结束在ZohoCRM的窗口。这些信息将自动与相应的记录相关联。 | + | 2.3.4.At the end of each call through ClusterCC, you can end the call from the ZohoCRM window. This information will be automatically associated with the corresponding records. |
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