Integrate Multiple Telephony Providers in a Single Organization

Integrate Multiple Telephony Providers in a Single Organization

Dear All,

Greetings!

We have an exciting announcement with reference to telephony integration. Integrating telephony with our applications aids convenient communication with peers and customers. Once integrated, you can make, receive, and automate calls directly from various Zoho applications (Zoho One, CRM, Bigin, Recruit, Mail, and Desk). Furthermore, you can take notes during the call and have the calls associated with the leads or contacts without putting much effort.

Up to this point, we allowed integration of an organization with one PBX vendor at any given point. This seamlessly catered to small and medium businesses.

What is the update?
Now we are allowing single organization to integrate their account with multiple PBX vendors. Most enterprise level businesses have employees spanned across geographies and one PBX vendor that is available in a region may not be available in another region.

For example, in a multinational company, integrating a PBX vendor that is available and easily accessible at the head quarters in Canada, may not be available at branches at other countries. This unavailability causes operational difficulties and the employees in other branches may not benefit from the telephony integration.

To address this disparity, we are providing the ability to integrate multiple PBX vendors into one organization. 
How do I install multiple PBX vendors?
As an Admin, you can install vendors from Telephony MarketPlace under Channels. Click here to know more about installing vendors.

During installation, you can choose if the integration is installed for all users or for specific users. 
  • Select All Users, if all users in the organization prefer using the same vendor.
  • Select Specific User(s), if specific users in the organization, prefer to use different provider based on geographical availability and performance.

How to associate users with a PBX vendor?
A user can be associated with only one vendor at any point of time. If you would like to migrate the user to a different vendor, the user has to be removed from the existing vendor and added to the new one, manually.
How do I add or remove users after installation?
After installation, you can add or remove the users from the Manage Users tab in the PBX vendor page.
  • If you have selected All users during installation, you can add or remove user(s) by clicking on the modify option.This changes the installation from all users to specific users.

  • If you have selected Specific users during installation, you can install for other users as and when needed. 

That's about the update. Refer to our help doc for more information. Also check the list of telephony providers available for different Zoho applications.

Thanks and Have a good one!

Regards,
Saranya Balasubramanian

          • Sticky Posts

          • Call Bar feature is now available in Zoho CRM

            Dear All,   We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
          • Customize the sorting order of your picklist values

            Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
          • Tags are now available in Sandbox

            Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
          • OAuth authorization enablement and Other enhancements in Webhooks

            Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating
          • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

            We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

          Zoho Pagesense Resources

            Zoho SalesIQ Resources



                  Zoho TeamInbox Resources

                    Zoho DataPrep Resources



                      Zoho CRM Plus Resources

                        Zoho Books Resources


                          Zoho Subscriptions Resources

                            Zoho Desk Resources

                              Zoho Projects Resources


                                Zoho Sprints Resources


                                  Qntrl Resources


                                    Zoho Creator Resources


                                      Zoho WorkDrive Resources




                                          Zoho Campaigns Resources

                                            Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources