How to install the Dialpad Ring Auto Dialer Extension for Zoho CRM

How to install the Dialpad Ring Auto Dialer Extension for Zoho CRM

1. Install the extension from the Zoho CRM Marketplace


2.  Select the profiles or users that should have access to this extension



3. Select the plan or Free trial as shown below:


4. You will have to follow the instructions on the next page how to create your API key


4. a That page looks like this



5.  You can have the dialer follow your ownership assignments for the leads. 
5.1 Step 1 is to map your CRM users to the dialpad users 

5.2 Step 2 is to add their phone numbers to their user profiles under the phone field.  The dialer will be calling this number. 


6. a You can hard code it to a phone number, so any new lead will be dialing that number and connecting the caller.