The ZOHO integration allows the users to integrate their ZOHO accounts with the panel. The ZOHO applications gets updated automatically and the data is stored safely in ZOHO applications.

4. Then login to your Zoho CRM account with your Zoho admin user's credentials and  click the green "Accept" button.

5. Once done, Now we will pull your Zoho CRM users and show on same page. Next we will associate your Zoho CRM users with their extensions on the CallerDesk platform. For this, Click the drop down menu and select the matching extension to the Zoho user your are pairing. Click the blue "Enable" button to activate and map callerdesk agent with ZOHO CRM user.

Learn how to seamlessly integrate ZOHO accounts with CallerDesk panel for automatic updates of ZOHO applications and secure data storage. Follow the step-by-step process of authorizing CallerDesk, linking your ZOHO account, associating ZOHO CRM users with

Delete Webhook

Zoho Suite Integration

Authcode

Leadsquard Integration

CallerDesk documentation 

Platform Tutorial 

User onboarding

Necessary Platform Setup

Getting started with us

Add team members on platform

Dept. wise access control

1. Who is a Member?

2. How to export member list

3. How to change Member’s details?

4. How to remove Members

5. Active and Inactive member?


6. Regular, Admin & Call Group Owner?

Explore More features

Member Section

Overview about Call Group creation

Add members in call group

1. What is time scheduling?

2. Normal vs Advance Sticky Member 

3. How to delete a member from Call group

4. What is Callgroup Shift Wise Schedule ?

Explore More features


Call Group Section

Incoming call reports status

Outgoing call reports status

Call Report Descriptions

Setup IVR Journey

IVR Journey Video Training


IVR Journey Section

DeskPhone Health Checkup

Solution: WebCall Tracker

Softphone- Basics

Softphone- Do's & Don't

How to Setup VPN

WebRTC User Registration

How to Use WebRTC

Auto Answer function

Solution: Softphone

Introduction summary

How it works

How to Setup

Download Link

Solution: MobileAppCall

Custom Hold Music

Transfer Ext. via Phone

Live Call Monitoring

Intercom extensions

Whisper voice message

API Reference

What Is Webhook Event

Setup Live Webhook

Test & Validate Webhook

Sample Payload

Edit Webhook

Webhooks Integration

Google Sheet Integration

Razorpay Integration

Integration Section

Custom templates

Voice Template

"Manage" Section

Security configuration

Notification control

Security Section

Blacklist Number

Download centre

"Other Tools" Section

1. How to create Custom Subdomains

2. How to Add SSL to your Custom Domain

3. Business Branding

Custom Branding

Click2Call- Direct from report

Click2Call- Manually

Bulk Voice Push ( Key Based)

Auto Survey (Key capture)

Auto Dialer- Bulk Click2Call

Bulk Voice Broadcast

Outbound Call Types

1. What is Desk Phone?

2. What is Call coins Minutes?

3. What is sms coins?


4. What happen when coins finish before assigned time?

5. What If my plan validity expires?

6. How can I gets the Invoices?


7. What is Webhook Access in this platform?


8. How to do Live Call Tracking through admin dashboard?


9. Can we have multiple IVR account in single login?


10. What is call recording Feature ?


11. What is Bulk  Voice Broadcast?


12. How to check Back-Track Call History?


13. What is Caller Number Masking?


14. What is Member/Agent level Caller Number Masking?


15. What is Account level Caller Number Masking?


16. What is Super Admin Control?


17. Can Super Admin See the Caller Number Masking?


18. Is there an extra charge for custom SMS and Voice template?


19. Can I change my Virtual number anytime?


20. Can I change my outgoing System Landline number if it will mark as spam in true-caller or other 3rd party mobile phone application?


21. What if I want to change multi language IVR later?


Frequently Asked Q & A