📑 Table of Contents

1. Why is Synchronizing Users Important?
2. What Are the Prerequisites for Synchronization?
3. Step-by-Step Guide to Synchronize Users
4. Why Does Email Matching Matter?
5. Troubleshooting
6. Frequently Asked Questions (FAQs)

1. Why is Synchronizing Users Important?

• Overview:
  Synchronizing users between MyOperator and Zoho CRM ensures that call logging, lead assignments, and Click-to-Call functionality work seamlessly. This synchronization is crucial for accurate data tracking and efficient sales processes.

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2. What Are the Prerequisites for Synchronization?

Before syncing users between MyOperator and Zoho CRM, ensure the following:

• Email Address Match:
• The email addresses of users in MyOperator must exactly match their email addresses in Zoho CRM (case-sensitive).
• User Accounts:
• Users must exist in both platforms. If they don’t, create the user profiles in Zoho CRM and MyOperator before proceeding with synchronization.

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3. Step-by-Step Guide to Synchronize Users

To sync users between MyOperator and Zoho CRM, follow these steps:

1. Log in to Zoho PhoneBridge Integration Panel:
• Start by logging in to your Zoho PhoneBridge integration panel.
2. Navigate to 'Manage Users' Section:
• Open the Kylas/Zoho CRM Connector or find the “Manage Users” section if already integrated.
3. Click on 'Manage Users' or 'User Sync':
• Click the “Manage Users” or “User Sync” option from the menu.
4. Map the Users:
• For each Zoho CRM user, select the corresponding MyOperator user from the dropdown list.
5. Save User Mapping:
• After selecting the correct mapping, click “Save” to complete the synchronization.
6. Resync Users (If Needed):
• If new users are added to Zoho CRM after the initial setup, click “Resync Users” in the same panel to refresh the list.

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4. Why Does Email Matching Matter?

Email matching is essential for the proper functioning of various features:

• Call Attribution:
• Ensures calls are correctly attributed to the right agent based on their email.
• Call Popups:
• Guarantees that call popups appear in the appropriate Zoho user account.
• Activity Logging:
• Ensures that call activities are logged under the correct CRM profile for seamless tracking and reporting.

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5. Troubleshooting

If you encounter any issues during user synchronization, here are some troubleshooting steps to help resolve common problems:

• Users Not Syncing:
• Ensure that the email addresses in MyOperator and Zoho CRM match exactly, including case sensitivity.
• Confirm that the users exist in both MyOperator and Zoho CRM before initiating the sync.
• Incorrect Call Attribution:
• If calls are being attributed to the wrong agents, check the email matching settings and ensure the correct MyOperator user is mapped to the corresponding Zoho CRM user.
• Missing Users After Sync:
• If new users are not appearing after syncing, click “Resync Users” in the PhoneBridge panel to refresh the list.
• Sync Fails After Changes in Zoho CRM:
• If new users were added to Zoho CRM after initial sync and they’re not being mapped, ensure the user profiles in Zoho CRM are complete and accurate. Then, click “Resync Users” to update the list.

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6. Frequently Asked Questions (FAQs)

Q1. Can I sync users with different email addresses between MyOperator and Zoho CRM?

• No, the email addresses between MyOperator and Zoho CRM must match exactly, including case sensitivity, to ensure proper synchronization.

Q2. What happens if I add a new user in Zoho CRM after synchronization?

• If new users are added in Zoho CRM, click “Resync Users” in the Zoho PhoneBridge panel to update the user list and synchronize those users.

Q3. How do I know if the sync process was successful?

• After completing the user sync, check the “Manage Users” section to ensure the MyOperator users are mapped correctly to the corresponding Zoho CRM users.

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📌 Keywords:

Zoho CRM, MyOperator, user synchronization, email matching, call logging, PhoneBridge integration, user mapping, CRM integration, Click-to-Call.