Colored quandrants

CRM Info

Zoho CRM

Connect to your favorite CRM to speed up your call handling.

Enhance your work with Zoho CRM by linking it to your telephone, delivered in a straightforward and cost-effective way.

Integration simplifies common tasks including the following features:

  1. Click-To-Dial: make calls straight from Zoho CRM by clicking on the hyperlinked telephone numbers.
  2. Address Book: Search and dial from your Zoho CRM contacts using a simple Address Book tool even when Zoho CRM is open.
  3. Contact Popping: Go straight to the caller's record in Zoho CRM with a single click while on a call with them (or from the Call History window).
  4. Automatic or manual call logging: Create activity records in Zoho CRM.
  5. Add Contact: Easily create new accounts, contacts or leads while on a call with them.

In addition to Integration with Zoho CRM many other useful features are included.

  1. Call History (and missed calls)
  2. Integration with Outlook and Google Contacts (requires Plus license)
  3. Can works with multiple Zoho CRM datasets simultaneously. (requires Plus license)

Would you like help getting started? No problem. Visit our web site (www.callsights.com) or email us at help@callsights.com.

Requirements

  1. A working telephone installation

Notes

Zoho CRM API access is required to be enabled on the users account profile.The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use �Cache'. Cannot be used in conjuction with the Zoho Phonebridge Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.Please note: the Zoho Indian domain is now supported.

Integration Features

Activity LoggingClick to dialAddress BookAdd contacts
Trial

Feature Key

Activity Logging

Add Contact

Caller Preview

Click-To-Dial

Contact Popping

Screen Popping

Caller Preview

Screen Popping

Contact Popping

Address Book

Contact Searching

Activity Logging

Activity Logging

Click to dial

Click-To-Dial

Add contacts

Add Contact