| Info |
|---|
CloudFon CXCloudCX's integration with ZOHO allows you to access customer information in the CloudFon CX CloudCX Agent Console easily and synchronize data conveniently from CloudFon CX CloudCX to ZOHO. The integration delivers a consistent customer information management experience and improves your agent efficiency. |
...
| Table of Contents |
|---|
...
Connect
...
CloudCX with ZOHO CRM
（1）Log in to your CloudFon CX CloudCX account.
（2）From the left navigation menu, go to APP & Integrations
...
（4）Click Connect with ZOHO and then provide your ZOHO login credentials.
...
| Info |
|---|
Note: CloudFon CloudCX also supports you to custom integration with ZOHO CRM. |
...
Copy Client ID and Client Secret, it will be used later
...
（2）Cloudfon CX （2）CloudCX Configuration
Click custom configuration.
...
Click Next to connect with ZOHO CRM.
...
Integration with WebChat/Inbox
After connecting CloudFon CX CloudCX with your ZOHO CRM, you need to choose whether you want CloudFon CX CloudCX to record WebChat/Inbox data as Lead details, contact details, or create a Case in your ZOHO CRM account.
...
If you don’t want to create Lead/Contact/Case/Task automatically, you can create them manually in your CloudFon CX CloudCX Agent Console. Manually click on the action you want to perform, and the corresponding data will be recorded in your ZOHO CRM account.
...
WebChat/Inbox Data You Can Get in ZOHO CRM
Contact/Lead Details
CloudFon CX CloudCX Fields | ZOHO Contact Fields | ZOHO Lead Fields |
Agent who chatted with the contact/lead | Contact Owner | Lead Owner |
Name | Last Name | Last Name |
Phone | Phone | Phone |
Company | Company in Case Details | Company |
Case/Task Details
CloudFon CX CloudCX Fields | ZOHO Case Fields | Task Fields |
Agent who chatted with the contact/lead | Case Owner | Task Owner |
Name | Contact Name | Name |
Contact Email | ||
Phone | Contact Phone | Phone |
Chat ID | Subject | Subject |
Chat Content | Description | Comments |
Note | Description | Comments |
Start Time | Description | Comments |
End Time | Description | Comments |
Custom Fields and Custom Variables | Description | Comments |
Request page | Description | Comments |
Attachments | Attachment section in Case Details | Attachment section in Comments Details |
...
While creating a new contact, CloudFon CX CloudCX will set your existing ZOHO user who has the same email address as the chatting agent as the Contact Owner. If no such user is found, the user whose account connects CloudFon CX CloudCX WebChat with ZOHO will be set as the owner. The same rule is applied to the Lead Owner, Case Owner, and Task Owner.