Integrate Intalk With Zoho CRM

Setup Intalk Integration

1. Authorize Intalk
2. Associate Intalk users with Zoho CRM Users

Step 1: Authorize ActivePBX

1. Login to your demo.intalk.io account.
2. Now click on the Administrator then click on the “Zoho Integration“. If missing, please contact our support team to enable it.
3. Next, click the green “Validate Credentials” button.
   
4. Then log in to your Zoho CRM account with your Zoho admin user’s credentials.
   
5. Please click the red “Accept” button.
   

Step 2: Associate Intalk users with Zoho CRM Users

1. Now we will pull your Zoho CRM users. Select Zoho status “True” and click on the Save button.
   
2. Next we will associate your Zoho CRM users with their extensions on the Intalk platform. Click the drop-down menu and select the matching extension to the Zoho user your are pairing.
   
3. Login in Zoho CRM with intalk Extension.
   
   Then Select Campaign Value
   
4. Click to Call