Enjay Synapse IP PBX is a complete telephony & call centre solution with inbound & outbound call handling, call recording, IVR, ACD, Predictive/Progressive dialing. Zoho phonebridge integration with Enjay Synapse enables click to call, call logging, screen pop up functionality from Zoho.
Integration Benefits
Click to Dial
Zoho User can make a call by clicking the button beside the contact number. It makes outbound calls process simpler. It helps agents to reach more prospects.
Screen Pop up
Screen Pop up on inbound & outbound calls display the information of the caller (eg. name, email address, lead status etc.) It helps to predict the customer's intent before answering calls.
Call Logging
Inbound/Outbound/Missed calls log in Activity modules with call duration after each call.Calls automatically relates with Leads/Contacts.
Create New Contact/Lead
Easily create new contact/lead from call pop up for new customers.
Follow up
Agents can create new tasks, calls or events as a follow up after every call.
Call Notes
Agents can write short descriptions about calls from call pop up.
Prerequisites
Enjay Synapse Server
Zoho administrator account access
Zoho Phonebridge Integration Setup in Enjay Synapse
There are 3 steps to enable integration.
Authorize zoho phonebridge on Enjay Synapse
Enable Phonebridge Integration
Enable Click to Dial
Zoho Phonebridge functionality
Step 1 - Authorize zoho phonebridge on Enjay Synapse
Login to Enjay Synapse Server & Click on Zoho phonebridge
Click on Zoho Authorization
Select appropriate DC
Click on Authorize Me.
Login to your zoho account with username & password.
Accept the integration permissions.
After successful verification and authorization,click on “Generate Access Token” to generate access token.
Step 2 - Enable Phonebridge Integration
Click on Zoho Integration & Enable Integration.
Phonebridge Integration Status shows as Enable
Step 3 - Enable Click to Dial
Upon successful Enabling PhoneBridge integration,click on “Click To Dial Enable/Disable”.You have to select both zoho user and extension number. Then click on “Enable” to map with Zoho users.
Click to Dial Integration Status shows as Enable.
Zoho Phonebridge integration with Enjay Synapse has been done successfully.
Step 4 - Zoho Phonebridge Functionality
After successful integration ,Click to dial - the green button will activate in Zoho Leads tab.
Call notification pop-up for Incoming or Outgoing shows as below.
Call notification pop-up for Answered by agent or customer shows as below.
Call notification pop-up for Hangup or Call Ended shows as below.
Logs of Missed, Outbound, Inbound shows as below in the Activity Module in Zoho.
For any queries related to Zoho Phonebridge integration with Enjay Synapse, you can connect us on below details.
Contact - 9328835434/9328391059
Email - support@enjayworld.com
Website - https://www.enjayworld.com