Knowlarity and Zoho CRM Integration


With the Knowlarity and zoho Crm integartion your business will be able to deliver better customer experience as the conversations are more contextual and personalized.

Prerequisites

  1. You must have Zoho CRM account.
  2. For SR integrations, SR panel must have Premium Plan.

Procedure

  1. Get your SR virtual number.
  2. Login to http://www.knowlarity.com/sr/ with your login and password.

login-knowlarity

  1. Go to Insights click on SR Virtual Number in All Plans dropdown.

click-on-left-dropdown-all-plans

  1. To enable Zoho crm ,Go to settings ->Integration-> Enable Zoho Crm.

settings-and-integration

After clicking on enable on ENABLE NOW the zoho crm 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.image05

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

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

Congrats you are user of Zoho crm.

 

To get your Zoho phone bridge token follow the steps

  1. Click on Set up.
  2. Go to Phone Bridge and click on Setup Now.

phone-bridge

  1. Go to Knowlarity and click on Integrate.

knowlarity

  1. Copy the “

token

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

 

configurations

Map each SR User with Zoho crm user . Then click on enable to complete configuration.

configurations

Short URL: http://j.mp/2h0ZRZL
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About Aman Thakral

Aman looks after Sales & Marketing for Target Integration India. He is a senior consultant in CRM implementations in complex service industry. Active networker Aman can be found on his LinkedIn profile available here. https://www.linkedin.com/in/thakralaman