Get Started

Once you have access to Virtual Office for Zoho, follow the checklist below to get started:

• Gather your credentials.
• Add Chrome extension.
• Log in to the integration.
• Activate the integration.
• Tour the interface.
• Access contacts.

Gather Your Credentials

In order to use Virtual Office for Zoho, you need:

• Login access to a Zoho account.
• Login access to an 8x8 Virtual Office extension.

Virtual Office for Zoho is dependent on your Virtual Office extension also being logged in to either on your desktop or a mobile device.

Add Chrome Extension

As a Zoho agent, you must add a Google Chrome extension for integration with 8x8.

To add the 8x8 Integration Chrome extension:

1. Open the Chrome web store.
2. Search for <8x8> in the Chrome web store. 8x8 Virtual Office for Integrations appears in the list.
3. Click Add to Chrome.
4. Click Add Extension to confirm.
5. In the Chrome browser, click the More icon and go to More Tools > Extensions. 8x8 Integrations now shows up, and is enabled by default.
   

Log in to the Integration

Single Sign-On is not supported for Zoho; log in to the integration using individual system sign-on.

To log in to the integration:

1. Log in to your Zoho account.
2. In the top-left corner of your home screen, click the 8x8 integration icon. The application launches in a floating browser window.

3. At the prompt, enter your user ID and password to log in to Virtual Office for Zoho. Consult your supervisor for credentials.

   Note: Multiple invalid login attempts may lock you out.

Activate the Integration

To activate the integration, you must first connect with Zoho via your settings.

To activate the integration:

1. Click the Settings icon in your integration panel.
2. Go to Integrations > Zoho > Connect. If connected successfully, you see a message summary.
3. Click X to return to the main screen of the integration. Your integration is now active.

Tour the Interface

The Virtual Office for Zoho interface consists of a navigation menu with the following menu items:

• Under the VO tab, you can access:
  • Phone : Access your dialpad, view your active calls, and take notes to log calls.
  • Call Log : Access all historic inbound and outbound calls to the extension. From here, you can also access notes that you have created for each of your calls in Zoho.
  • Contacts : Access contacts from Zoho and the 8x8 Virtual Office contact directory.
  • More : Click to access the following option:
    • Logout: Log out of the app.
• Under the Search tab, you can assign contacts to active calls with unknown numbers or numbers that have multiple contact matches.
  
• Under Settings , you can customize your app settings.

  • Integrations > Zoho: Manage your Zoho integration settings for call logging and screen pop, and manage which Zoho objects are available to be searched from the integration.
    

    Note: The Contact and Account objects are enabled by default, and the Lead and Vendor objects are disabled by default.

  • Locale: Specify your locale.
  • About: View details on your user extension and the app.

Access Contacts

From the Contacts tab, browse or search for contacts from your contact directory and/or Zoho to make calls. Simply hover over the desired contact, and click the icon to call.

Product version 3.1

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