Requirements #
To use Connect for Zoho CRM, the following requirements must be met:
Dimensions #
Users must be assigned the following roles/permissions:
- Essential User
- CRM User
- Website Access
info
Both of these features are billable items on the Dimensions system. Please contact your reseller for information on pricing.
Browser #
Connect for Zoho CRM is supported on the following browsers:
- Chrome
- Firefox
- Edge (New Chromium version)
- Safari
Network Port Requirements #
The following network ports are used by the solution:
| Area | Port | Protocol | Description |
|---|---|---|---|
*.myreports.cloud |
443 | HTTPS | Standard HTTPS connection for all user sessions. |
Zoho #
Connect can be used in the following versions of Zoho:
- Enterprise
- Ultimate
Depending on the Zoho CRM licensing, API requests from the widget maybe metered/restricted. Connect uses the following API calls during startup and during operation:
| API Calls | Description | Usage |
|---|---|---|
| ZOHO.CRM.API.getOrgVariable() | Used to query custom plugin information | On startup |
| ZOHO.CRM.UI.Resize() | Used to set the initial plugin size | On startup |
| ZOHO.CRM.API.insertRecord() / ZOHO.CRM.API.updateRecord() | Used to create 'Phone Call' tasks | After calls |
| ZOHO.CRM.UI.Record.open() | Used to pop a previously identified record | During calls or manually |
| ZOHO.CRM.API.searchRecord() | Used to search for records to screen pop and display on the banner | During calls |
| ZOHO.CRM.API.getRecord() | Used to query details of a record which has been manually dialled | During calls |
| ZOHO.CRM.UI.Record.create() / ZOHO.CRM.UI.Record.populate() | Used to create new records | Manual |
| ZOHO.CRM.UI.Dialer.maximise() / ZOHO.CRM.UI.Dialer.minimise() | Used to display/hide the plugin | Before/after calls |
Ensure that your Zoho CRM implementation has enough API calls to handle any extra load from the Connect plugin requests.
The following table outlines the expected number of API calls for each telephone call a user handles:
| Screen Pop Setting | Task Creation Setting | Estimated API Requests / Call |
|---|---|---|
| Enabled | Enabled | ~ 10 |
| Disabled | Enabled | ~ 9 |
| Enabled | Disabled | ~ 8 |
| Disabled | Disabled | ~ 7 |
warning
API requests per call are estimated and will be affected by manual user requests for popping records.