Zoho CRM
With the Assist-CRM integration, you can now initiate a remote support or screen sharing session right from Zoho CRM.
How to enable Zoho Assist for CRM?
1. Log in to your Zoho CRM account.
2. Select the Settings option from the top-left corner of the screen.
3. Navigate to the Marketplace category and choose Zoho.
4. Under the list of extensions available below Zoho, find Zoho Assist and click the Setup Now button.
5. Agree to all the terms and conditions by enabling the checkbox next to the I have agreed to the Terms of Service option.
6. Also, authorize extension to get access to your data by checking the box available near the I authorize Zoho Assist for CRM to access and process my data as required option.
7. Click the Continue to Install button.
8. In the next step, choose the Users/Profiles for which you want to enable the extension for and click Confirm.
9. Click the Authorize button if you have an existing Assist account.
10.Click the Accept button to allow Assist for CRM to access all data related to your Zoho Assist account.
11. Click Finish. The Zoho Assist for CRM extension has now been installed successfully.
How to start a session from CRM?
1. Go to Zoho CRM.
2. Log in to CRM using your credentials.
3. To start a session for any lead or contact, navigate to the Leads or Contacts module.
4. Select a lead or contact, then click the Remote Assist option in the top-right corner.
5. Choose the Access Remote Screen or Share My Screen option in the proceeding window.
6. Click the Start Now button to initiate a session instantly.
7. To schedule a session, select the Schedule option and specify the necessary information.
8. You can also create a session by navigating to the Remote Assist tab. Select the Create Remote Assist option in the top-right corner, key in the required details.
9. To add a contact or lead after a session is scheduled, go to the Contact or Lead module. Choose a contact or lead of your choice.
10. Click the Assign option under the Remote Assist section to add that contact or lead successfully.