This article helps you integrate Ring.io with Zoho CRM. 

Choose your own adventure:

You don't have a Ring.io account yet.

You already have a Ring.io account.

 

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You don't have a Ring.io account yet

Step 1: Enable Zoho PhoneBridge in your Zoho account

In Zoho CRM under Setup > Channels > Telephony , "Enable PhoneBridge" will be available. Administrator have to click on "Enable PhoneBridge" to enable PhoneBridge for their Organization . 

Step 2 : Create your Ring.io account

Create a new Ring.io account

Step 3: Authorize Ring.io to access your Zoho data

Step 4: Create your Ring.io administrator profile

 

Step 5: Wait for a few seconds for Ring.io to do its magic.

Step 6: Install the Ring.io Web Phone Chrome extension on your computer

 

Step 7: You are ready to Rock and Roll.

You will be automatically logged in to the Web Phone. A contact called "Joe Test" will be created. Call Joe to test your new setup.

 

 

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You already have a Ring.io Account

Step 1: Enable Zoho PhoneBridge in your Zoho account

In Zoho CRM under Setup > Channels > Telephony , "Enable PhoneBridge" will be available. Administrator have to click on "Enable PhoneBridge" to enable PhoneBridge for their Organization . 

 

Step 2: In the Ring.io admin portal, authorize the Ring.io for Zoho integration.

 

 

 

 

 

Step 3: Authorize Ring.io to use your Zoho data

 

 

Step 4: You are now connected.