ZOHO INTEGRATION
net2phone Canada offers an integration with the Zoho CRM Platform. Along with instantaneous click-to-dial, the net2phone's integration provides a click-to-answer pop-up with useful contact information and documentation options.
What do you need to integrate with Zoho?
- a Standard (or above) Zoho plan to have access to integrations and add-ons,
- a Zoho license, and,
- integration functionality of version 3.9.4.5. or above.
DOWNLOAD THE INTEGRATION
1. Open the Net2phone integration page.
2. Enter your Zoho credentials if you are not already logged into the platform. Click Accept to allow call log data and caller/callee information.
3. Click Yes to allow access to basic information.
If you are not already logged in, sign in using your net2phone Canada credentials.
Delete
Success!
You will be redirected to a blank page with an "Integration Completed" message.
USING THE ZOHO INTEGRATION
The Zoho integration has two primary functions, click-to-dial and an informative caller-ID pop-up for incoming calls.
CLICK TO DIAL
Simply click the green phone icon to instantly dial-out any number.
CALLER ID POP-UP
When you receive an incoming call, you will see a pop-up with the contact information. From this up pop-up, you can see the:
- contact owner,
- email,
- department,
- phone, and,
- mobile.
After a call is complete, you can quickly add follow-up events/calls/tasks right from the integrated pop-up.
CALL HISTORY
Within Zoho CRM, you can see your call history under the Reports tab. Please refresh your window in order to get the most updated report.
