Ozonetel provides ready to use plug-in for making calls from Zoho CRM

1. How to make calls from Zoho CRM
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www.ozonetel.com

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Log in to your Zoho CRM account
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Go to the Lead module in your Zoho CRM account
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The call widget
is not active

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Go to “Setup” in Zoho CRM to link up telephony credentials
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Setup will allow
you to access the
other Zoho apps

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Within setup go to “Others” in extensions & Apps
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Telephony apps
are available in
“others” section

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Choose “Phone-bridge”
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Choose “Ozonetel” as the telephony partner
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Configure your
telephone
number here

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Take the API key from your Cloud agent log-in
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Access your
security creds
from the Cloud
agent account

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Configure the Cloud agent API key in Zoho CRM and input your phone number
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Agent phone number
is configured. Also
select modes of
calling for the agent

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Click on the call widget to initiate an outbound call to a lead
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Call widget is active
now and a test call
has been triggered

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Your (Agent) side call will be received in the Cloud agent screen
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Calls can be received
on the browser itself –
no need for an external
phone or application

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Update notes on the call
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Notes can be
entered while on the
call

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All recordings are stored in the “Activities” section for reference
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All calls recorded
and can be
accessed via the
browser

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Get your free account here
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Sandilya@ozonetel.com
www.ozonetel.co