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Building ClusterCC integration

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:

1.authorized ClusterCC

2.connect ClusterCC to ZohoCRM users

Step 1: authorize ClusterCC

Authorized ClusterCC integration

1.1.install the > Channel > telephone.

2.2.on the Zoho PhoneBridge page, select ClusterCC as the telephone provider.

3.login to specify ClusterCC account and enter phoneBridge information;

/*

Note: redirection URL requires the address provided by cloud bull.

Add the ID of ClusterCC team;

Http://call center address: port /zohoapi/initr/ClusterCC_team_identity

ClusterCC_team_identity is the team ID in the ClusterCC system.

For example:http://127.0.0.1/zohoapi/initr/ZOHOTEST

*/

The ClusterCC account will be authorized.




Step 2: connect ClusterCC to ZohoCRM users

2.1、ZohoCRM single ClusterCC agent association

2.1.1.binds the agent ID separately in the ZohoCRM user settings, and the state starts by default.

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.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.Successful addition will automatically associate the agents with the selected ZohoCRM users randomly and enable phonebridge-related functions by default.

2.3、使用ClusterCC集成

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。

2.3.2.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。

2.3.3.您可以通过ZohoCRM帐户(已经与ClusterCC坐席关联过)打电话。

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。

integrating_clustercc_and_zoho_crm.1539673510.txt.gz · 最后更改: 2018/10/16 15:05 由 admin
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