This integration is supported for users in the US and JP DCs.

Overview 

            

Installation Steps

Step 1: Installing MiiTel for Zoho CRM extension   

1. Navigate to CRM Setup > Marketplace > All.
   
2. Click All Extensions, then search for and click MiiTel for Zoho CRM.
   
3. Click Install Now.
   
4. Select the following checkboxes:
   
1. I have agreed to the Terms of Service.
   
2. I authorize MiiTel for Zoho CRM to access and process my data as required.
   
5. Click Continue.
   
6. Select an option in Choose Users/Profiles.
   
7. Click Confirm. The extension will now be installed for the specified users.
   
8. Enter MiiTel Access Key and MiiTel Company ID in the Extension Settings pop-up.
   
9. Click Save.
   
10. In the pop-up, click Authorize. If you skip this step, you can authorize later from your Setup page in Zoho CRM. To do so, go to Setup > Marketplace > All. Find the MiiTel for Zoho CRM extension and click Configure.
    

Step 2 : Configuring MiiTel Keys in Zoho CRM 

1. Under widget settings (MiiTel Account), there is a tab called JavaScript ウィジェット (JavaScript widget).
   
2. Copy the MiiTel Access Key and MiiTel Company ID from this window.
   
3. Paste the key and ID from the previous step into the configuring page in the MiiTel extension in Zoho CRM.
   
   

Step 3 : Configuring  Zapikey in MiiTel

1. The Zapikey will be generated during installation. Copy it and paste it into the following setting page for syncing the caller transcript in Zoho CRM call records note section:
1. Navigate to MiiTel settings page -> 外部連携 under this section.
   
2. Under Outgoing Webhook, click 応対履歴連携設定を追加.
   
3. Paste the copied Zapikey in the URL field and save it. 
   
   

Seamless Integration

Outgoing calls   

1. Direct Call: Make calls directly from phone fields in any module.
   
2. Widget Call: Enter a phone number in the widget to make a call.
   
   

Incoming calls   

1. The MiiTel widget in Zoho CRM will open automatically.
   
2. If the caller's details is found in either the Leads or Contacts modules, the corresponding name will appear in the MiiTel widget.
   
3. By clicking on the displayed name in the MiiTel widget, you can directly access the contact or lead record associated with the caller.
   
4. The system prioritizes searching the Contacts module first, followed by the Leads module.
   
5. If no matching information is found in either section, the widget will display the message "連絡先が見つかりませんでした".    
   
6. A search icon will be provided in widget, allowing you to directly access the global search results.
   
   
   

Note: If contact information does not appear in the widget during an incoming call, ensure that you have authorized.

Ending a MiiTel call    

1. A new record will be created in the Call module.
   
2. This record will be associated with the relevant module:
   
1. For direct outgoing calls, the call record will link to the module where the call was initiated.
   
2. If the call is made via the widget, the call record will be linked to the lead/contact if the call is answered. If the lead/contact does not have the phone number, the call record remains unlinked due to a lack of information.
   
3. For incoming calls, lead/contact mapping occurs. If the lead/contact does not have the phone number, the call record will not be linked due to unavailable information.
   
3. The call summary will be included in the notes section of the call record.
   
4. The URL of the MiiTel analytics recorded call will be added to both the description field and notes section. 

Error Information   

The following errors may be displayed if incorrect Company ID and Access Key are provided during the configuration of the MiiTel extension:

1. Access Key Invalid : アクセスキー 無効
2. Company ID Invalid : 企業 ID 無効
3. Keys Not configured : キーが接続されていません。 設定してください。
   

Frequently Asked Questions