General CRM · Zoho Phonebridge

Zoho Phonebridge

WindowsStandardClient Add-in with Events

Published feature support

What this configuration supports

Address Book Search: Not marked supported
Caller details preview: Not marked supported
Pop contact in edit mode: Not marked supported
Live Mode: Not marked supported
Click to dial via Telogix: Supported
Manual screen pop: Not marked supported
Automatic call activity logging: Not marked supported
Integration with Notes: Not marked supported
Cached Mode: Not marked supported
Click to dial via business application: Not marked supported
Auto screen pop: Supported
Manual call activity logging: Not marked supported
Add contact: Not marked supported
Additional features: Supported

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

Zoho Phonebridge integration works on Zoho CRM, Zoho Desk, Bigin, and Zoho Recruit. Not supported on Operator / Attendant clients. Supported on Zoho domains .COM, .EU, .IN and .AU. Cannot be used in conjuction with the Zoho CRM Add-in. 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.

References & walkthroughs

Watch Integration Video (https://vimeo.com/803388152) Zoho Phonebridge (http://www.zoho.com)

Original Telogix listing