Phone Verification for Zoho Bigin: Ensure Contact Accuracy and Validity

Phone Verification for Zoho Bigin

Contents

  1. Prerequisites
  2. Key Features of "Phone Verification"
  3. How to install "Phone Verification for Zoho Bigin"
  4. Setting up OAuth authorization
  5. New Fields have been added to the Contacts Module
  6. How to validate the Phone/Mobile numbers in the Contacts Module with and without button
  7. Support

Prerequisites

  1. You must be Zoho Bigin's Super Admin.
  2. Zoho Bigin Premier Edition or higher required.

Key Features for "Phone Verification"


  1. Automatic Phone Number Validation: Effortlessly verify phone numbers or mobile numbers in the Contacts module with automatic verification processes, ensuring data accuracy without manual intervention.
  2. Manual Verification Option: Gain full control over the verification process by using the "Validate Phone/Mobile" button, allowing users to manually validate individual phone numbers or mobile numbers as needed.
  3. Instant Validation Results: Receive immediate feedback on the validity of phone numbers or mobile numbers, reducing errors and improving the quality of contact data.
  4. Enhanced Data Accuracy: Maintain up-to-date and accurate contact information in Zoho Bigin, leading to more reliable communication and better customer relationship management.
  5. User-Friendly Interface: Seamlessly integrate the phone verification process into your existing Zoho Bigin workflow with an intuitive interface designed for easy access and use.

How to install "Phone Verification for Zoho Bigin"

To install the "Phone Verification"
1. Go to Toppings > Marketplace > All Toppings.
        All the installed Toppings are listed. under Installed, you can view all the toppings supported by your Bigin.
2. Click All Toppings,  browse for, and click "Phone Verification for Zoho Bigin."
        Details about the toppings will be available.
 3. Agree to the Terms of Service and click Install.



1. Choose one of the following, then click Confirm:
  1. Install for admins only - The topping will only be installed in Bigin for Users with the administrator profile.
  2. Install for all users - The topping will be installed in Bigin for all users.
  3. Choose Profiles - The topping will be installed in Bigin for manually chosen users. Choose this option, click Confirm, and then select the desired profiles. 
               The topping will be installed automatically for specified users.



While installing the topping there is a pop-up will appear on the screen. In that window insert the default country code and enable the checkbox for auto validation.




Setting up OAuth authorization

  1. To Authorize click on the "Authorize" button
  2. Click on "Connect" to access the Zoho Services
  3. Choose the service you want to install and submit it
  4. Click on the "Accept" button you allow DRE IDC to access data in your Zoho account
  5. Then the connector will connected












New Fields have beed added to the Contacs Module

Sl NoFied TypeField NameComment
1Pick ListPhone Verification StatusThis field will show the verification of the Status whether "Valid" or "Invalid"
2Multi LinePhone Verification MessageThis field will show the Country, Mobile Country Code, and Network Name
3Pick ListMobile Verification StatusThis field will show the verification of the Status whether "Valid" or "Invalid"
4Multi LineMobile Verification MessageThis field will show the Country, Mobile Country Code, and Network Name

Phone Verification Status: This field will show the verification of the Status whether "Valid" or "Invalid"
Phone Verification Message: This field will show the Country, Mobile Country Code, and Network Name
Mobile Verification Status: This field will show the verification of the Status whether "Valid" or "Invalid"
Mobile Verification Message: This field will show the Country, Mobile Country Code, and Network Name



How to verify the Phone/Mobile numbers in the Contacts Module with and without button

Contacts

Without Button
First, create a new contact, then enter the required fields including the Phone/Mobile numbers, and save it. If the "Auto Validation" checkbox was enabled during installation, the validation will take place automatically without a need for a button; otherwise, you must manually complete the validation by clicking the button. After saving the contact, refresh the page. The fields "Phone Verification Status," "Phone Verification Message," "Mobile Verification Status," and "Mobile Verification Message" will then be updated based on your selection.



With Button

The button located in the Contacts Module is used to validate Phone and Mobile Numbers. When you click the "Validate Phone/Mobile" button, a widget will appear displaying either both "Phone and Mobile Numbers" or "Phone Number or Mobile Number" depending on your selection, along with their verification status and API quota. Once the verification is completed, the fields "Phone Verification Status," "Phone Verification Message," "Mobile Verification Status," and "Mobile Verification Message" will be updated in the record after closing the widget.







Support

Contact Number: +919868329081
Webiste: www.nexivo.co

    • Related Articles

    • Aadhar Verification for Zoho Bigin

      Contents Prerequisites Key Features of "Aadhar Verification" How to install "Aadhar Verification for Zoho Bigin" Setting up OAuth authorization New Fields have been added to the Contacts Module How to validate the Aadhar in the Contacts Module ...

    • Email Verification for Zoho Bigin

      Contents Prerequisites Key Features of Email Verification for Zoho Bigin How to install "Email Verification for Zoho Bigin" Setting up OAuth Authorization New fields and buttons have been added to the Contacts Module How to verify Emails with and ...

    • GSTIN Validation for Bigin

      Contents Prerequisites Key features of "GSTIN Validation" How to install the "GSTIN Validation for Zoho Bigin" Setting up OAuth authorization New fields have been added to the Contacts Module How to validate the GSTIN in Contacts module Support ...

    • Company GST Finder for Zoho Bigin

      Content Prerequisites Key Features of "Company GST Finder" How to install "Company GST Finder for Zoho Bigin" New fields have been added to the Company module How to find the GST details in the Company module with a button Support Prerequisites You ...

    • PAN Details Retrieval for Bigin

      Contents Prerequisites Key features of "PAN Details Retrieval" How to install the "PAN Details Retrieval for Bigin" Setting up OAuth authorization New fields have been added to the Contacts Module How to Retrieve PAN Details in Contacts Module ...