Your service provider may be supplying an earlier release and the level of features supported may vary.

Zoho CRM (PhoneBridge)

Integration Type

Client Add-in with Events

Add-in Classification

Standard

Product / License Type

DB

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Zoho Corp.

Application:

Zoho CRM (PhoneBridge)

Version:

Enterprise

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator Webex:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:


Additional features

When making or receiving a call to or from a Zoho contact, a business card view of the contact is presented within Zoho Phonebridge.   Calls made or received are automatically logged in Zoho by Phonebridge and can be viewed in the Zoho call logs.   Follow-up activities can be added at the end of every call from Zoho Phonebridge.  

Call control features (answer, hangup and hold) are available from within Zoho Phonebridge. Consult transfer not supported.

Notes / Advisories

Not supported on Operator / Attendant clients.  

Requires Zoho PhoneBridge V3 API / 'telephony and PBX' license, please contact your Zoho maintainer for details.  Supported on Zoho domains .COM, .EU, .IN and .AU 

Zoho PhoneBridge integration requires release 3.0.12 18228 or higher. 

Cannot be used in conjuction with the Zoho CRM Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.

Please note: Zoho Phonebridge is only supported on Chromium-based browsers

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Go Integrator for Webex Calling v3

References

  1. Zoho CRM (PhoneBridge) (Product Website)