How to use 'Zoho Vault 2 Zoho CRM'

How to use 'Zoho Vault 2 Zoho CRM'

Initializing Zoho Secret Transaction

Pre-requisites

❖      Contact ‘Email’ field is filled in

❖      Contact ‘Mobile’ field is filled in.

❖      Contact ‘Mailing Country” field is filled in. (if no mailing country is selected then by default Australia (+61) phone code will be selected.

 There are two ways in which the CRM user is able to trigger the OscilloVault functionality for the contact.

  1. Through the Contacts module

    Fig : The Contacts module
  1. Through the Deals module

    Fig : The Deals module

➢      Once the button ‘Request Vault Password’ is clicked then that will initiate an email to be sent to the Associated Contact, and begin the workflow.

➢      Once clicking on ‘Request Vault Password’ the system user will receive the following message:

Fig : Message Content

➢      The Contact will receive the Following Email:

                   Fig : Email template

➢      They will be instructed to click on the provided url link.

 

OscilloVault Login Page

➢      Once clicking on the link in the email, they will be redirected to the OscilloVault Main Page

Fig : OTP verification form 1

➢      The contact will need to verify that it is the correct person by selecting ‘Send Code’, the contact will receive a 6 digit code via SMS so that they will be able to verify. The phone number is based on the Contact “Mobile” field in the crm record.


Fig : OTP verification form 2

 

OscilloVault Add Password Page

➢      Once arriving on this page, the contact can now place their Secrets. The Contact can have a maximum of 5 secrets at one time, through the ‘Add Another Secret’ button.


Fig : Add Password to Vault

➢      Once the contact has pressed the submit button, they will be given the option to proceed OR to stay on the current page.


Fig : Done button after adding all the secrets

➢      One they press ‘Done’ the encryption process will start.


Fig : Running Encrypting secret

 

OscilloVault Finalisation Page

➢      After the Encryption is completed, the confirmation page will show up for the Contact, on this page they can either close the page, or ‘Request a New Link’ which will send an email to the CRM user, notifying them to send another zoho vault link to the current contact.


Fig : Finalisation page

➢      An Email will Go to the CRM user notifying them that the secret has been added.


Fig : Email sent to CRM user

If the Contact, select the button “Request A New Link” an email will be sent to the CRM user, notifying them to initiate the process again for the current user.


Fig : Email alert for new request

 

Zoho Vault portal: 

When the contact receives the confirmation message, the secret will show up in the folder ‘OscilloVault Standard’, from there the Zoho User can use the credentials to access the necessary sites/applications.


Fig : Zoho Vault dashboard


    • Related Articles

    • Syncing issues with Zoho CRM to Xero extension

      Overview From this point, we are assuming you have set up your Zoho CRM to Xero extension. If you haven't, you can easily set up by following this guide here Installation and Setup Guide Plugin portal URL   Duplicate Data Before discuss the sync ...

    • How to install 'Zoho Vault 2 Zoho CRM'

      To install the extension ➢    In CRM, go to Settings -> MarketPlace -> All     Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively. ➢    ...

    • Zoho CRM 2 Direct SMS

      Overview Zoho CRM 2 Direct SMS is an extension developed by Oscillosoft that allows users to send SMS from Zoho CRM Leads, Contacts, and Potentials Modules.  Users can send custom SMS to individual customers or can send bulk SMS to up to 100 ...

    • Zoho CRM 2 Xero - Demo

      This article will show you an overview about the whole plugin features, facilities and benefits - You have Zoho CRM for your sales and marketing, and you use Xero for your accounting. So how do you keep both applications synced without doing it ...

    • Zoho CRM 2 GoogleDrive - Demo

      You can see a  complete introduction of this plugin in this video - Demo video With the Google Drive extension you can choose the desired location, which will accommodate the necessary documents, files, and folders of leads and deals. It will also ...