8x8 Work for Zoho CRM

Overview

Zoho provides a CRM application (customer relationship management). 8x8 provides Work and Contact Center phone integrations for the Zoho CRM product.

In addition to providing call controls, the integration recognizes calls to or from established contacts in Zoho, and can store data from those calls in Zoho.

Note: 8x8 integrations are not softphones. They don't provide audio services. They are effectively call control panels, and are required to work in conjunction with 8x8 Work for Desktop, 8x8 Work for Mobile, or a desk phone, depending on the integration type and needs of the user.

Online Documentation

Installation and use instructions for the 8x8 integration can be found in the online documents linked below:

• 8x8 Work Integration for Zoho
• 8x8 Contact Center Integration for Zoho

Requirements & Limitations

• Google Chrome web browser is required.
• Search does not allow special characters, such as +, &, (), or @.
• Search does not support possible match results in the integration.
• Single Sign-On (SSO) is not supported.
• Not available for 8x8 Express users.
• Click to Dial only works from the individual objects (Contact, Lead, Account, or Vendor). Click to Dial will not work from the "list" pages - example Click to Dial cannot be added to the Contacts list view.
• The 8x8 integration currently only supports CRM using the following URLs:
  • crm.zoho
  • crmplus.zoho
• CRM Developer version or One are not supported.