Set up telephony

Set up telephony

Use telephony to create an integrated phone system and let your users complete calls with a single click from Zoho applications.
 
Your telephony integration:
  1. Gives pop-ups on all incoming calls.
  2. Notifies users of any missed calls and lets them set reminders for their outbound calls.
  3. Allows users to take notes during a call, so they don't have to remember the details after the call.
  4. Displays all relevant information when agents connect with a lead or customer, and when recruiters connect with potential candidates.
    telephony-incoming
  5. Provides valuable insights based on your call data through reports and call analytics APIs.
To set up telephony:
  1. Sign in to the Zoho One Admin Panel.
  2. Go to Marketplace, then click Learn More under Telephony.
  3. Click Enable PhoneBridge.
  4. You can now integrate your PBX (your call management system, such as Avaya/RingCentral) with Zoho. Learn how.

Troubleshooting


Error
Reason
Solution
Admin has not enabled Telephony in Zoho
You're trying to set up your PBX without enabling PhoneBridge in Zoho One
Ask your Zoho One organization's admin to enable PhoneBridge in the Zoho One admin panel, then try again.




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