084 — Guide for activating Zoho Phone Bridge integration

Administrator’s guide to activating Zoho Phone Bridge integration with Ubity from Studio, its online management portal.

1 Log into the Ubity web interface


Interface Address: studio.ubity.com

Username: your e-mail address

If you have never signed in to the interface or if you have forgotten your password please request one on the interface main page (by clicking on Recover Your Password) as we do not keep these on file for security reasons.

2 Activating the integration of Zoho Phone Bridge with Ubity for your account


You must access the Tools tab and click on Integrations, then Third party integrations, and finally select Zoho Phone Bridge.

Zoho Phone Bridge integration in the Settings tab

Zoho Phone Bridge

Note: Please contact the administrator of your company’s account if you do not have access to the Integrations option.

To activate the integration between  Zoho Phone Bridge and Ubity, you will need to request a integration token. To do so click on Request integration then Accept Ubity to access the data of your Zoho Account.

Request Zoho Phone Bridge integration

Accept Zoho Phone Bridge integration


3 Binding the Zoho user and the Ubity extension


To have the proper calls linked to correct Zoho User, you need to link the extension to a user. To do so, please select an extension then the matching Zoho user and confirm on clicking on Bind.


Binding extension with Zoho Phone Bridge integration

 

A same user may have multiple extension bind to his user.


4 Unbinding the Zoho user and the Ubity extension


If a user no longer needs to be bind to its extension, simply click on Unbind at the end of the line corresponding of the desired line.

Unbinding extension from Zoho Phone Bridge integration


5 Revoke the integration of Zoho Phone Bridge with Ubity for your account


If the whole company no longer needs the integration with Zoho, you can simply click on Revoke integration.

Revoking Zoho Phone Bridge integration

Warning: Cancelling the integration is instantaneous and cannot be undone. If you click on this by mistake you will have to reactivate the integration then bind all the users and their extensions.