Integrate SuperReceptionist with ZohoCRM

SuperReceptionist  (SR) is a personal reception hosted virtually in a cloud telephony environment.

If you are using SuperReceptionist for your business, you can integrate it with ZohoCRM.

ZohoCRM SuperReceptionist plugin allows you to

  • Get notifications in ZohoCRM for incoming and outgoing calls.

  • Add description to calls.

  • Create lead/contact for calls.

Prerequisites

  • You must be a User of your ZohoCRM account.

  • SR panel should be in Premium Plan to use SR integrations.

  • Your ZohoCRM premium plan supports telephony integration.

  • You are using the SuperReceptionist (Knowlarity) service. It is configured and active.


Procedure

1.Get your SR Virtual Number.

Login to your SuperReceptionist account to get the Virtual Numbers.

Your SuperReceptionist phone number is your Virtual number.


2.Enabling ZohoCRM Navigate to Settings>Integration>Enable ZohoCRM

 

After clicking on ENABLE NOW the zohocrm configuration page will appear.


You can create your ZohoCRM account by clicking on CREATE ONE link.

Fill the required information and click on “Sign Up” button.

 


You will receive a mail from ZohoCRM for verifying confirmation of your

account just click on the link which is in your mail.




Now you are a user of ZohoCRM.


To get your Zoho phonebridge Token go to:

Setup -> Extensions & APIs -> Others -> PhoneBridge .




getzohotoken.png

Select “Knowlarity - Super Receptionist” as telephony provider.





Go to SuperReceptionist account. Fill the PhoneBridge token and select an SR number which is provided to you.

addtoken.png




Map each SR users to corresponding Zoho users. Then click on Enable to complete the configuration. All unmapped SR agents will be considered as

‘Default Agent’.

settingusersinzoho.png


In order to get the Click to Call functionality in Zoho, You need to map each Zoho users to corresponding SR user.

eg: Sai Kamalesh is mapped to Mohammad Habeeb. So Sai Kamlesh will get the option to make click to call.

If you mapped your zoho user to default-agent, the zoho user will not get click to call unless you mapped the user to any SR user.


You might get error message in popups as below :

  • Integration: Invalid PhoneBridge Token. : It means that “You are entering invalid zohocrm token”


If no errors displayed then it will ask you to do the mapping of ZOHO agents with SR agents. 

Once you do the agents mapping and press ‘enable’, your configuration is completed!!!


How it works!

When customer calls to your SR number you will get notification bottom-left of the zohocrm web application page.

 


You can add call description for the call once agent picked up the call.

callattended.png


Click the plus-symbol to create lead or contact for this call.

 



You can save the call description after hanging up the call.

 




You can see the calls at “Activities > All calls”

 

calllist.png


If you click on that link you will get the full details about calls that who is handling the corresponding call and other information.

 


System Requirements:

Browser Recommendation: Chrome(Recommended), Firefox