> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://myoperator.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How do I integrate MyOperator with Zoho Recruit, Zoho Desk and Zoho Bigin for click-to-call and automatic call logging?

⚡ Quick answer — Match each agent’s email address exactly on both platforms, install the MyOperator PhoneBridge extension in Zoho CRM, enter your MyOperator API credentials, then run User Sync by checking this link: [https://connect.myoperator.com/phonebridge_user](https://connect.myoperator.com/phonebridge_user)

Add the Company ID, which you will get from the MyOperator Panel:

* MyOperator > APIs and Webhook > Calling APIs > Company ID.

## When should I use this guide?

Use these steps right after purchasing MyOperator or whenever you reinstall the Zoho PhoneBridge connector. The same flow applies if you migrate to a new Zoho CRM org.

---

## 1. Prerequisites

* MyOperator plan
  * SUV and Above (New Plans)
  * Growth and Scale (Old Plans)
* MyOperator and Zoho admin access
* Enable Webhook InCall and Webhook AfterCall
* Enable click2call
* The email ID of the user on Zoho should be the same as the email ID of the user on MyOperator
* Telephony → install the MyOperator app, used for phone bridge (outgoing calls)
* Dial method should be Serial wise or Balanced. We don't support Simultaneous call distribution.

---

## Watch the video walkthrough

This is ${youtube}[Video walkthrough](Wf1uoEo3JY8)

Alt text: Video demo

---

## 2. Steps to Integrate Zoho Recruit, Bigin and Desk

### Zoho PhoneBridge Integration

1. In Zoho CRM, open Setup ▸ Channels ▸ Telephony and click Marketplace.
1. Search "MyOperator PhoneBridge", click Install, and authorise the requested scopes.
1. Log in to MyOperator Panel, go to [Integration page](https://connect.myoperator.com/) or APIs and Webhook > All Integrations > Zoho Phonebridge

   ![](https://content.api.getguru.com/files/view/d30ec7f1-5beb-4b00-9ab0-d171220f9012)

1. Click on Zoho Phonebridge CRM logo
   * Enter Company ID, Secret Key, API Token, IVR ID
   * You can get details from MyOperator → APIs and Webhook → Calling Webhooks
   * For IVR ID, go to MyOperator → Calls → Outgoing → Campaign → Create Campaign (Peer to peer) and add details.
   * Set Name, Time and days. Copy the Public IVR ID.

   ![](https://content.api.getguru.com/files/view/1a4feaec-648b-4f98-9413-0f83b99fc435)

1. Click on the Integrate button.
1. It will redirect to the success page.
1. Copy the URL from the success page and go to MyOperator → APIs & Webhooks → Calling Webhooks and click on Add New.
   * Select Aftercall webhook, select method "POST"
   * Add the URL: https://connect.myoperator.com/api/1.1/wf/phonebridge_aftercall/
   * Select Content Type to "JSON"
   * Press Save button
   * Select Incall webhook, select method "POST"
   * Add the URL: https://connect.myoperator.com/api/1.1/wf/phonebridge_incall/
   * Select Content Type to "JSON"
   * Press Save button

   ![](https://content.api.getguru.com/files/view/eeeb598e-2026-4791-b9f6-0af51555ad3c)

Alt text: Adding AfterCall webhook

---

## 3. How the integration works

![](https://content.api.getguru.com/files/view/0ff03154-8ee2-4839-b965-b1fd43ff7ee9)

Alt-text: Zoho CRM, PhoneBridge, and MyOperator handshake during click-to-call and call logging

## How incoming calls are processed

* MyOperator will add the activity for every call

## How outgoing calls & Click-to-Call work

* In Zoho Recruit, Bigin and Desk, click the grey phone icon next to any Contact number.
* MyOperator dials the agent first, then bridges the customer.
* When the call ends, MyOperator pushes a "Call – Outgoing" activity to the same Contact.

---

## 4. Synchronising users

* The email ID of the MyOperator user should be the same as the Zoho CRM user.
* If the customer adds any new user in Zoho CRM, sync user is required. In case any new user is added in MyOperator, there is no need to sync the users.
* Go to: [https://connect.myoperator.com/phonebridge_user](https://connect.myoperator.com/phonebridge_user)

![](https://content.api.getguru.com/files/view/6bb4bf8e-1275-4e37-9f13-4ebb64b5fd42)

* Enter Company ID (You can get the company ID from MyOperator → APIs and Webhook > Calling APIs and on this page, you will find the company ID)
* Click on the Sync User button, and the users sync successfully.

---

## 5. When synchronisation does NOT work?

| Scenario                               | Result                                                     | Fix                                           |
| ---                                    | ---                                                        | ---                                           |
| Email differs by even one character or case | User appears as "Unmapped"; calls attach to "Unknown User" record. | Edit the email in either system so they match. |
| User exists only in Zoho               | Sync skips that user.                                      | Create a user in MyOperator, then Resync Users. |
| User made "Inactive" in Zoho           | Sync drops mapping; past call logs stay, but no new logs.  | Reactivate the user or delete the mapping.    |

---

## 6. Activity fields pushed to Zoho Recruit, Bigin and Desk

| Field (Zoho)     | Notes |
| ---              | --- |
| Call From        | 10-digit caller’s number |
| Call Type        | Inbound/Outbound |
| Related to       | Existing lead |
| Call_Start_Time  | Start time of call |
| Duration (sec)   | Ring + talk time |
| Subject          | [Outbound/Inbound] Call from [Caller’s number] |
| Description      | Department Name: [Department Name], Status of call: [Status of Call], Call duration: [Duration of call], Call start time: [Start time of Call], Call end time: [End time of call], Recording URL: [Recording URL if available], UID: [Unique ID of call], Agent: [MyOperator’s agent name] |

---

## 7. Expected outcome

After a successful setup, you should see:

* Green "Synced" badge beside every mapped user.
* A phone icon next to every phone-number field in Zoho Desk, Recruit and Bigin (click-to-call).
* A complete entry of logs in the form of call/activity/ticket, including duration, recording URL (if enabled), and disposition.

Verification checklist:

* From any phone, call your MyOperator number.
* Confirm that either:
* New activity/ticket/calls entry will be created
* End the call; refresh the activity/ticket/calls entry page to check the new entry
* Confirm the call log shows Duration, Recording URL, and MyOperator_Call_ID.

---

## 8. When does the integration fail?

| Scenario                          | What breaks                  | Quick fix                                 |
| ---                               | ---                          | ---                                       |
| Email mismatch (even capitalisation) | Calls log to "Unknown User" | Edit the email on both systems → Resync Users |
| Missing PhoneBridge licence       | No pop-ups or call logs      | Buy extra licences or deactivate unused agents |
| Webhook URL typo                  | Calls not logged             | Copy URLs exactly as given in the wizard  |
| MyOperator user absent            | User ignored during sync     | Create the user in MyOperator first       |

---

## 9. Troubleshooting

| Problem                     | Try this |
| ---                         | --- |
| Call logs missing           | Confirm the webhook URLs in MyOperator: APIs and Webhook → Calling Webhook → Add New |
| Click-to-call dialler does nothing | The agent is offline in MyOperator; make them "Available" and retry |
| New Zoho user is invisible in the list | Press Resync Users; clear browser cache; make sure user email matches exactly |

---

Keywords: MyOperator, Zoho CRM, PhoneBridge, click-to-call, call logging, user sync, webhook, API token, resync