Connecting Zoho CRM

Step 1: install the extension in Zoho

1. In Zoho CRM, go to Settings → Channels → Telephony.
2. In the telephony marketplace, find your phone provider's PhoneBridge extension and click Install. If you can't find it, contact support and we'll help.
3. Choose which users get calling, or All Users.

Step 2: connect it in the Click2Call portal

1. In the portal, go to Voice → CRM Integration and click the Zoho logo.
2. Click the link to register with the Zoho Phone Bridge Service.
3. Sign in with your Zoho account and click Accept.
4. Back in the portal, check Zoho Phone Bridge Connected is ticked, then click Enable Zoho Integration.

Step 3: match Zoho users to phone numbers

Your Zoho users are listed with their email addresses. For each one:

• Under Monitored Phone number(s), choose the numbers whose calls should appear in their Zoho. Hold Ctrl (or Cmd on a Mac) to pick more than one.
• Under Click to Dial, choose the phone that rings when they click a number in Zoho.

Click Apply Settings and check for errors.

Using it

• Calling out: hover over a number in Zoho and click Call. Your phone rings first. Answer it, and Click2Call dials the customer.
• During the call: a popup shows the call status and a timer. Type notes as you talk.
• After the call: add notes and follow-up actions, then click Done.
• Incoming calls: a popup shows the caller's details if they're in Zoho.

Every call appears under the Calls tab in Zoho. If call recording is on, the recording is attached to the call and can be played in Zoho after a minute or two. See Viewing call recordings.