Le système de téléphonie dans Zoho One

Le système de téléphonie dans Zoho One



Bonjour à tous,
Dans cet article nous allons voir comment le système de téléphonie intégré dans Zoho One peut maintenir la productivité de votre équipe.

L'intérêt d'un système téléphonique coule de source : il donne à vos clients le moyen le plus rapide d’entrer en contact avec vous pour répondre à leurs questions et préoccupations. Ce système est également indispensable à vos représentants des ventes.
Avec tous les canaux existants, on aurait presque tendance à l'oublier. Et pourtant, le téléphone demeure un indispensable.

Le système PBX (Private Branch Exchange) est un réseau téléphonique privé qui permet à une organisation de passer des appels internes et externes. Les systèmes PBX conventionnels impliquent un appareil téléphonique installé dans les locaux de l’entreprise, comme on les connait tous. Mais les systèmes PBX modernes sont passés aux services cloud : maintenant, un système téléphonique intégré permet à vos utilisateurs de passer des appels en un seul clic directement à partir des applications Zoho.

En outre,l'intégration Téléphonie vous apporte bien des avantages, comme :
  • Ouvrir une fenêtre contextuelle pour tous les appels entrants.
  • Notifier les utilisateurs sur des appels manqués et leur permettre de définir des rappels appels sortants.
  • Permettre aux utilisateurs de prendre des notes pendant un appel.
  • Afficher toutes les informations pertinentes lorsqu'un utilisateur communique avec un prospect ou un client ou lorsque les recruteurs communiquent avec des candidats potentiels.
  • Fournir des informations précieuses basées sur les données de vos appels via les rapports et l'API d'analyse des appels.
Comment intégrer la Téléphonie :
  • Allez sur le panneau administration de Zoho One, et dans l'onglet "Marketplace".
  • Au- dessous de "Téléphonie", cliquez sur "En savoir plus".

  • Lorsque vous avez déjà un fournisseur de PBX, cliquez sur "Afficher le Marketplace" ; dans le cas contraire, sélectionnez "Configurer maintenant" pour passer à votre première configuration.


Comment acheter des numéros de téléphone :
  • Cliquez sur "Configurer maintenant", puis sur "Acheter un numéro".
  • Sélectionnez le pays et le type de numéro.
Il existe quatre types de nombres différents :
Numéros Locaux : Les numéros locaux sont principalement donnés aux particuliers ou aux entreprises locales. Ils dépendent de l'emplacement géographique et sont distingués par un code régional.
Numéros Nationaux : Les chiffres nationaux sont principalement pris par les grandes entreprises. Ils ne dépendent d'aucune région.
Numéros mobiles : Les numéros mobiles sont utilisés par des personnes dans une zone particulière et ne sont accessibles qu'à l'intérieur de pays.
Numéros Toll-Free : Les numéros Toll-Free sont utilisés par les entreprises et sont gratuits pour l'appelant. Ils ont des codes comme 800, 888, 877, 866, 855, etc.

Le système téléphonie pour l'équipe de ventes :
​Une équipe de ventes peut recevoir des appels à tout moment. Que vous rédigiez un document, créiez un rapport ou répondiez à une requête d’un client, l’intégration Téléphonie affiche automatiquement des informations contextuelles sur l’appelant afin que vous sachiez exactement comment faire avancer la conversation sans passant vers l'application CRM.
Obtenez une vue 360° de votre interlocuteur avec des informations provenant de différents produits dès qu’un appel arrive. Qu’il s’agisse d’un client à la recherche de soutien, d’un client potentiel qui a rempli un formulaire, d’un candidat qui a postulé à un emploi ou d’un influenceur que vous avez rencontré lors d’un événement, vous savez qui est cette personne avant de répondre au téléphone.
Vous pouvez également cesser de vous inquiéter des appels manquants : ça n'arrivera jamais plus. La téléphonie dans Zoho One est équipée de messagerie vocale.
Lorsqu’un client ou un candidat laisse un message vocal, celui-ci est automatiquement enregistré comme un nouveau billet. Ainsi, les agents de vente peuvent répondre plus tard.

Le système Téléphonie pour les recruteurs:
En tant que recruteur aussi, la Téléphonie Zoho One est pratique pour gérer les appels entrants et sortants. Elle vous rappelle également les appels programmés, identifie les appelants et fait correspondre leurs coordonnées avec les dossiers des candidats dans Zoho Recruit. Téléphonie vous permet aussi de prendre des notes pendant ou après l’appel. L'enregistrement automatique des appels vous permet d'obtenir des informations grâce à call-analytics.
Le système de Téléphonie affiche l'information sur l'interlocuteur de toutes les interactions passées, afin que votre équipe de vente puisse avoir une conversation productive et efficace. Grâce à l’historique des appels, les commerciaux peuvent répondre à ces derniers avec un message d’accueil personnalisé.

N'hésitez pas à nous partager votre expérience en commentaire.

L'équipe Zoho France






    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • how to install desk

      how to install desk

    • How to turn off ability to share Knowledge-base article with social networks

      Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?

    • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

      Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent

    • Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

      As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had

    • Assistance Required: Report Export to Excel and WorkDrive Upload via Deluge

      I'm working on automating a scheduled workflow in Zoho Creator that needs to run weekly. The goal is to: Export a report from Zoho Creator in Excel (.xls or .xlsx) format, and Upload the exported file to a specific folder in Zoho WorkDrive using a Deluge

    • Kanban View for Projects.

      At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

    • Useful enhancements to Mail Merge in Zoho CRM

      Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

    • How can I see the actual copy sent to the specific contact?

      I have setup a journey in Marketing Automation and created addition of contact in a specific list as the trigger, emails are sending to the contacts, but I can't see the actual copy sent to any specific contact in the list. Please guide me, where can

    • Client Script for Task Module

      When do we expect the client script for the tasks module?

    • Formula Fields inside of Blueprint Transitions

      We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit

    • inventory based on bills and not physical stock

      Hello, I have noticed a very annoying issue with zoho books/inventory. I use composite items. If I have an sub assembly item on back order, I am unable to make up the composite item, even when I have received the goods and it is in my stock. I have to convert the PO into a BILL in order for the item to show as 'Accounting Stock'. The problem is that the supplier Invoice is not shipped with the goods, but can follow even a week later. So I have to make the bill have a 'dummy name and number' until

    • Using Zoho Inventory for managing Item compatibilities

      Use case: Using Zoho Inventory for managing (as an example) aftermarket car parts, where a single part can suit many makes, models and years. How do most businesses assign and manage compatibility for each part? Do ZI users typically do this using multi-select

    • Unable to enter manual journal entries in AR/AP.

      Hi there, i am facing some problem relating to AR/AP. I want to make some entries in AR/AP through manual journal. for example. some time I send cash 500 to Mr. A (Customer) for any purpose and then after 2 or 3 days Mr. A returned back 700 to me and

    • Questions regarding WorkDrive

      Here are my questions regarding WorkDrive: Does WorkDrive have a limit on the number of downloads? What will happen if a file is downloaded excessively? Does WorkDrive have any restrictions on download speeds? Are there any limitations on downloading

    • How to record tips from customers

      I run a cleaning service business and on occasion customers include a tip with their check payment. How can I record the amount paid for service and the tip separately? Any amount over the invoice is looked at as an overpayment and suggest a credit note

    • Multi-currencies in Zoho Books

      I'd like to request multiple currencies in Zoho Books. I have customers paying in USD, CAD, CNY. I need to bill customers in these currencies too. I can set up a base currency, and then set up a exchange-rate table to convert these currencies.

    • I want refund of Zoho standard subscription on WEB payment

      Hi, Kindly help to refund the WEB payment made on 13/07/2025 for Zoho standard annual subscription. I didn't find the software useful for my project. Regards

    • Is Conditional display of field(s) possible in a Canvas Customer Portal?

      Is Conditional display of field(s) possible in a Canvas Customer Portal? How?

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • View Linked Subscription on Invoice list

      When looking at the list of invoices in billing is it possible to see the subscription that an invoice is for. This would allow you to see if it's a subscription a customer is behind on, or they simply haven't paid a one time invoice.

    • Recording Credit Card Fees when Recording Payment for Bills

      It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if

    • Workerly/Zoho One Pricing

      Hi What is the pricing model that is suppose to be as a Zoho One user? If i use the services of a freelancers or temp workers (Sometimes for a few hours a week/month), I need to purchase a zoho one license for each of them as well as workerly licenc

    • DKIM

      I have my DKIM in Titan, which is another email service provider. I get this notification on my portal. What shall I do? ( Improve the deliverability of emails sent from Zoho Social by adding DKIM (DomainKeys Identified Mail) records to your DNS settings.

    • Show All Notes For A Single Record

      I would like to be able to view a list of all Notes for a particular record. We can add several (unlimited) Notes for the Leads, Contacts, Accounts and Potentials records. The subject line and some of the note content for up to 10 notes is visible on the first page. You can select the arrow to view additional notes in the list. I would like a button next to the New Note button that says View All. This would bring up a printable list of all notes listed in descending order by Modified Time (newest

    • Zoholics Europe 2025: Build Smarter with the Zoho Creator Low-code Workshop!

      Why should you attend? This year, Zoholics Europe 2025, Zoho’s official user conference, is your opportunity to connect directly with the teams behind the tools you use every day. Don’t miss one of the most requested sessions: dedicated, hands-on workshop

    • Assigning multiple roles to a user in Creator

      Hi I find we can assign only one role and permission to an user in creator. There is a requirement to assign multiple roles and corresponding permission to one user. Is there any solution or workaround for this? Refer the screenshot below

    • 【Zoho CRM】ウィザード機能のアップデート：セクション要素の追加

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ウィザード機能のアップデートをご紹介します。 ウィザード機能に新たに「セクション要素」が追加されました。 各ウィザード画面内で項目、テキスト、サブフォーム、ウィジェット要素などをより柔軟に整理できるようになりました。 セクション要素とは？ ウィザードの中で、関連する項目や要素をひとつの「サブエリア」 としてまとめられる新しい構成要素です。 セクション要素活用メリット 入力内容やプロセスによっては、より細かな構造や階層化が求められる場合があります。

    • Edit PDFs from within your web app using Zoho Office Integrator

      Hi users, We are excited to introduce PDF editing capabilities in Zoho Office Integrator. You can now open, edit, and collaborate on PDFs from within your web app—in addition to documents, spreadsheets, and presentations—and save them in your configured

    • Zoho CRM Workflow and Function Backup Options

      Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.

    • Zoho Recruit > Job Opening Module> Editing, Deleting, Adding (Fields)

      Hello All In the Job Opening Modules How do i go about deleting the Positing Title or changing to Job Title or can i hide it from all? I want to add a Look Up User Field, however when i select the look up field i do not see that Can i have the industry

    • Can you create a lead without assigning an owner?

      Here is the question I have:   Is there a way I can create a bunch of leads without assigning it an owner?   What I want is for my salespeople to pick and choose their own leads without me assigning them..   right now all leads are owned by me because

    • Bug - Incorrect example in the documentation

      I found an issue in the Zoho API documentation. The example "Sample Request" on this page is incorrect — it shows the example for "Get Email Attachment Info" instead of "Get Email Attachment Content". Wrong example: curl "https://mail.zoho.com/api/accounts/12345678/folders/9000000002014/messages/1710915488416100001/attachmentinfo"

    • Power of Automation :: Dynamically generate Tasklists based on values selected in Task Custom Fields

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • WhatsApp Enhancements to Boost Customer Engagement

      We're excited to introduce a series of powerful enhancements to the WhatsApp integration in Zoho FSM, making customer interactions faster, smarter, and more actionable—right from your Zoho FSM interface. Here’s a quick rundown of what’s new: Try It Out

    • Store reviews module just got smarter in Zoho Apptics

      Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements

    • Try CRM for everyone button in the way of workflow

      Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.

    • Include EVERYTHING in Language Files

      Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language

    • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

      We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of

    • Allocating Salesman To Customer

      Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards

    • Shipment

      I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?

    • Next Page