Check out the following troubleshooting items for 8x8 Work for Zoho:
Screen pop does not work
Ensure the Integration is Connected
In the integration app, go to Settings
> Integrations > Zoho.Ensure Zoho is connected.
If disconnected, click Connect.
Ensure correct Search types are enabled
Search types allows you to control what CRM objects are searched. These can be configured within settings or CRM Integration Profiles.
Note:
If you are a user, you may not have permission to edit Search types. Contact your administrator.
The 8x8 integration for Zoho Integration supports the following objects in Zoho:
Account (enabled by default)
Contact (enabled by default)
Lead (disabled by default)
Vendor (disabled by default)
Inbound calls go straight to voicemail and/or cannot make outbound calls
Make sure you are logged in to the 8x8 Work desktop or mobile apps, or have a working desk phone.
Clear cache
Your web browser's cache is possibly corrupted with invalid information.
In Google Chrome:
Click
from the top-right corner of your Chrome browser window.Select Settings from the menu.
Click on Privacy and security from the side navigation menu.
Click Delete browsing data.
Select the check boxes for:
Cookies and other site data
Cached images and files
Click Delete data.
Allow pop-ups and redirects
Go to your browser settings.
Click on Privacy and Security from the side navigation menu.
Click on Site settings.
Click on Pop-ups and redirects.
Click Add and enter <https://cloud8.8x8.com> to the list of allowed sites. Chrome automatically saves these settings.
Note:
This may not be required if your default settings has allowed all pop-ups and redirects to be displayed.
Ensure that a pop-up blocker is not preventing new tabs from opening from Zoho.
Allow third-party cookies
Go to your browser settings.
Click on Privacy and Security from the side navigation menu.
Click on Site settings.
Click on Third party cookies.
Click Add and enter <https://cloud8.8x8.com> to the list of allowed sites. Chrome automatically saves these settings.
Note:
This may not be required if your default settings allow all third party cookies.
Ensure screen pop is enabled in settings
Screen pop settings can be configured directly within user settings or for all users and subsets of users using CRM Integration Profiles.
Ensure Inbound screen pop and Outbound screen pop are enabled.
Note:
If you are a user, you may not have permission to configure screen pop settings. Contact your administrator.
Search does not return any results
Ensure the integration is connected
In the integration app, go to Settings
> Integrations > Zoho.Ensure Zoho is connected.
If disconnected, click Connect.
Ensure correct Search types are enabled
Search types allows you to control what CRM objects are searched. These can be configured within settings or CRM Integration Profiles.
Note:
If you are a user, you may not have permission to edit Search types. Contact your administrator.
The 8x8 integration for Zoho Integration supports the following objects in Zoho:
Account (enabled by default)
Contact (enabled by default)
Lead (disabled by default)
Vendor (disabled by default)