🧭 Table of Contents

• Overview
• Prerequisites for Integration
• Call Handling Logic
• Fields Logged in Call Activities
• Integration Steps
• Webhook Configuration in MyOperator
• Syncing Zoho Users with MyOperator
• Completing the Integration
• FAQs
• Related Articles

🧠 Overview

The integration between MyOperator and Zoho Recruit, Zoho Desk, and Zoho Bigin enables businesses to seamlessly log and manage call activities, leads, and tickets directly within Zoho platforms. This FAQ provides detailed steps on setting up the integration, call logging, and user synchronization, ensuring smooth communication and tracking between MyOperator and Zoho.

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🔑 Prerequisites for Integration

Before integrating Zoho Recruit or Zoho Desk with MyOperator, ensure the following prerequisites:

1. Enable Webhooks in MyOperator:
• AfterCall and InCall webhooks must be enabled to log activities correctly.
2. Enable Click-to-Call:
• The Click-to-Call feature in MyOperator allows agents to initiate calls directly from Zoho.
3. Matching Email IDs:
• Ensure that MyOperator agent email IDs match those in Zoho to sync users accurately.
4. Install MyOperator App in Zoho:
• Go to Zoho Recruit/Desk → Settings → Telephony and install the MyOperator app for seamless integration.
5. Dialing Method Configuration:
• Set the dialing method in MyOperator to Serial-wise or Balanced.
• Simultaneous dialing is not supported.

Goal: Ensure all required settings and features are configured before setting up the integration.

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🔄 Call Handling Logic

📞 Incoming Calls:

• If the caller number matches a lead/contact in Zoho:
• A call activity is logged under the corresponding lead/contact in Zoho Recruit/Desk.
• If the caller number does not match any records:
• A new lead/contact is created in Zoho, and the call activity is logged accordingly.

📤 Outgoing Calls:

• Click-to-Call or PhoneBridge:
• Initiates the call and logs the call activity under the relevant lead/contact in Zoho.

Goal: Ensure all calls are logged under the correct lead or contact, enabling efficient follow-ups and record-keeping.

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📋 Fields Logged in Call Activities

The following fields are logged as part of call activities in Zoho Recruit, Zoho Desk, or Zoho Bigin:

Goal: Ensure every incoming and outgoing call is fully logged with key details for future reference.

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🔧 Integration Steps

Follow these steps to integrate MyOperator with Zoho Recruit or Zoho Desk:

Step 1: Install MyOperator in Zoho

1. Go to Zoho Recruit/Desk → Settings → Telephony.
2. Search for and install the MyOperator app.
3. Enable the app for all users.

Step 2: Connect Zoho via PhoneBridge

1. Visit PhoneBridge Integration URL.
2. Enter the necessary MyOperator credentials:
• Company ID
• Secret Key
• API Token
3. Click Integrate to complete the setup.

Goal: Follow these steps to successfully link MyOperator with Zoho Recruit or Zoho Desk for automatic call logging and syncing.

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🌐 Webhook Configuration in MyOperator

After the integration, configure the following webhooks:

✅ AfterCall Webhook:

1. Go to API & Webhooks → Calling Webhook → Add New.
2. Set the webhook to POST method, and enter the following:
• URL: AfterCall Webhook URL
• Content-Type: application/json

✅ InCall Webhook:

1. Follow similar steps, but set the URL to: InCall Webhook URL.

Goal: Ensure the webhooks are configured correctly for accurate data syncing between MyOperator and Zoho.

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👥 Syncing Zoho Users with MyOperator

1. Visit PhoneBridge User Sync.
2. Enter your Company ID.
3. Match Zoho users to MyOperator agents by matching their email addresses.
4. Click Save.

Goal: Synchronize Zoho users and MyOperator agents to ensure correct activity assignments.

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✅ Completing the Integration

Once the steps are complete, you will be able to:

• Initiate Click-to-Call directly from Zoho.
• View real-time call popups in Zoho.
• Track call activity across leads, tickets, and candidates in Zoho Recruit, Zoho Desk, and Zoho Bigin.

Goal: Ensure the integration is fully functional and allows for seamless communication and tracking.

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❓ FAQs

Q1. How do I install MyOperator in Zoho?
A. Go to Zoho Recruit/Desk → Settings → Telephony, search for MyOperator, and install the app for all users.

Q2. Can I initiate calls directly from Zoho Recruit or Zoho Desk?
A. Yes, with the Click-to-Call feature enabled, you can initiate calls directly from Zoho.

Q3. How does the call activity get logged in Zoho?
A. Each incoming or outgoing call is logged under the corresponding lead/contact in Zoho, along with the call details like duration, start time, and call type.

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🔗 Related Articles

• Troubleshooting Zoho and MyOperator Integration
• How to Set Up Webhooks for Zoho Recruit and MyOperator
• Best Practices for Zoho Integration with MyOperator

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🏷️ Keywords

Zoho Recruit, Zoho Desk, MyOperator integration, call activity logging, Click-to-Call, Zoho Bigin, phonebridge, webhooks, lead management, CRM integration