Zultys Flex (ZAC)

Streamline your operations and elevate your customer experience with Zultys’ powerful integration solutions. By seamlessly connecting your Unified Communications platform with leading customer relationship management (CRM) systems and business applications, you can unlock a wealth of data-driven insights, automate tedious tasks, and empower your team to deliver exceptional service.

Setup

  1. Go to Settings in ZAC
  1. Go to Flex menu option
  1. Enable Flex (toggle button)
  2. Configure Flex as required (see below)

Zoho

For Zoho, please fill in the following options:

Action/Mode

  • Select URL
    • Enter:
      • https://crm.zoho.com/crm/orgYOUR_ORG_NUMBER/search
    • Replace YOUR_ORG_NUMBER with the number displayed on your Zoho CRM portal.
  • Command Line:
    • Enter:
      • ?searchword=%CallerNumber%&isRelevance=false