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CRM - Deployment Guide

Purpose

The purpose of creating a deployment guide for the EFCX connector in ZOHO CRM is to provide instructions and guidance for successfully installing, configuring, and utilizing the connector within ZOHO environments.

Intended Audience

This document is intended for any customer who want to deploy a ZOHO-Embedded EFCX connector.

Prerequisites

  1. You must have installed the EFCX on your server before integrating with Zoho.

  2. A Zoho CRM account is required.
    You can choose “Access ZOHO CRM” from here.

Install Expertflow Extension

  1. Search for the ExpertFlow extension on the Zoho Marketplace or use the link: Zoho Marketplace

  2. Accept all required permissions and select the “Install for all users” option in the installation wizard.

  3. The extension will then begin installing and notify you once complete.

Set Variables in the Extension Settings

  1. Destination Number: To use for the outbound calls

  2. EFCX URL: Main URL for the EFCX

  3. Make Case: Create new case after the task created

  4. No-match Entity: Entity for new numbers (can be: contact or account or lead)

  5. Notification Duration: Duration of the notification message (in seconds)

  6. Open Task: Screen pop the activity/task after created

  7. Search Priority: Entities (must be 3 values separated by comma)

  8. Time Zone: Set the time zone, e.g. Africa/Cairo or Asia/Karachi or UTC

  9. Widget Width: Width of the widget (number between 1 and 99, representing the percentage of the screen size)

  10. Widget Height: Height of the widget (number between 1 and 99, representing the percentage of the screen size)

:info:

After making any changes to the configuration settings, you must refresh the page.

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Extension Settings


Connect to VPN

In order to use the extension, make sure you are connected to VPN if your services access is restricted to a VPN connection. Otherwise, you do not need to connect to VPN.

SSL Certificates

Before using the extension, accept SSL Certificates for to avoid any issue.

Login agent

  1. Open the extension using the phone icon on the bottom bar.

  2. Once opened, enter agent credentials, and press login.

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CRM Home Page