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.




    • Related Articles

    • Telephony

      Make and manage calls with your customers from CRM using Telephony Help guide Telephony - An Introduction Working with Telephony

    • Set Targets

      Administrators can set all types of targets (company, teams, and individual) for the active Motivator users. Other users can only view their scorecards and create personal targets. The free plan (including trial) only supports company targets. Target ...

    • Set criteria

      Criteria are the fundamental filters of Conditional Assignment. To add a criteria: Choose Users matching the criteria when configuring the rule. Choose an attribute to filter users with. Set the value for the criteria, and the relationship between ...

    • 123 IVR by iKonTel

      123 IVR is a customisable and scalable telephony platform that can be used to simplify the art of cloud telephony for your business. With iKonTel integration, you can manage all your incoming and outgoing calls inside CRM, and also set automatic ...

    • Telephony in Bigin

      A day in the life of a sales person is filled with calls to prospective customers, trying to sell their products. They also receive various support calls from their customers. Let's look at it this way. A sales person who hasn't integrated phone with ...