Your service provider may be supplying an earlier release and the level of features supported may vary.

Zoho Desk (PhoneBridge)

Integration Type

Client Add-in with Events

Add-in Classification

Standard

Product / License Type

DB

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Zoho Corp.

Application:

Zoho Desk (PhoneBridge)

Version:

Enterprise

Market:

Help desk

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes


Additional features

When making or receiving a call to or from a CRM contact, a business card view of the contact is presented within Zoho CRM.   Calls made or received are automatically logged in Zoho CRM and can be viewed in the call logs.   Follow-up activities can be added at the end of every call from Zoho CRM 

Consult transfer not supported.

Notes / Advisories

Not supported on Operator / Attendant clients.  Requires Zoho PhoneBridge API, please contact your Zoho maintainer for details. Only supported on .COM domains, not supported on .EU, AU or .IN domains. Cannot be used in conjuction with the Zoho CRM Add-in. Users must use either the Zoho Phonebridge Addin or the Zoho CRM Addin.

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.

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Zoho Desk (PhoneBridge) (Product Website)