Jive’s Zoho CRM integration unites your communications with your CRM (customer relationship management). Each time you make or receive calls, Jive Web automatically looks for any customers that match the caller ID. Calls are automatically logged and options to edit your customer accounts or add call notes are readily available. Click a phone number within Zoho CRM to initiate a call directly to your phone.
Note: The free version of Zoho Desk does not support the phone bridge feature and is not supported with this integration. Please contact Zoho for more details.
Zoho Desk only allows a single telephony integration at once. If you have had other services linked in the past, make sure to disable these first.
- Go to my.jive.com/integrations to log into Integrations Dashboard.
- Click on Zoho Desk in the left sidebar.
- Click [LINK ACCOUNT].
- You will then be redirected to Zoho Desk to login and allow Jive to access your account.
- From the Settings tab in the Integrations Dashboard, choose your line.
Note: If you’re a system admin, click [DISABLE INTEGRATION] from the Admin tab to disable the integration for your organization.