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Zoho CRM

Zoho CRM

 

1. Configure the Contact Sync

Here you can find the documentation for this:

2. Configure the Phone Companion 

Receive notifications on incoming calls and make outgoing calls using click to dial with the Phone Companion. 

For the installation of the PhoneCompanion please refer to our specialized website: https://phonecompanion.cloud

Configure your PhoneCompanion to display a link to the detail screen of a contact on an incoming call from a known phone number, and/or add a link to create a new contact in your CRM or other cloud application.

3. Detail link for Phone Companion

Contact detail link:

https://crm.zoho.com/crm/org999999999/tab/Contacts/{from.remoteId}

Where 999999999 should be replaced with your org number.

 

Add new contact link:

https://crm.zoho.com/crm/orgorg999999999/tab/Contacts/create

Where 999999999 should be replaced with your org number.