Zoho CRM Toolbar Integration with Ameyo

overview this document outlines the process for integrating the ameyo toolbar within the zoho crm interface this integration enhances user productivity by embedding ameyo's communication functionalities directly into the zoho environment, enabling seamless call handling alongside customer relationship management this will be extension based integration approach key benefits unified interface access ameyo calling features without leaving the zoho crm window cti screen pops automatically display relevant zoho records (leads, contacts) upon receiving or initiating calls click to dial initiate calls directly from zoho records by clicking on phone numbers activity logging automatically log call activities, durations, and dispositions within zoho records functionality the integration embeds the ameyo toolbar as a panel or widget within the zoho crm interface upon an incoming or outgoing call, the integration searches zoho crm based on the caller's phone number matching leads or contacts are displayed (screen pop) users can initiate calls via click to dial from zoho records call details, including recordings links and dispositions selected in the ameyo toolbar, are automatically logged as activities or notes against the corresponding zoho record prerequisites active ameyo account with appropriate user licenses active zoho crm account (professional edition or higher recommended for certain api functionalities) with administrator privileges zoho crm plan should be enterprise or above for widget to get installed zoho data center should be hosted in us which has a sigma developer access zoho api key/credentials for authentication ameyo zoho integration package file (provided by ameyo) network connectivity between ameyo servers and zoho crm