Installing 7Moor | Online Help - Zoho CRM

7Moor


7Moor is a SaaS provider in the enterprise communication field. You can integrate the feature with Zoho CRM for advantages like single-click dialing, screen pop-ups for incoming calls, and automatic call logging. Every call-related activity can be managed from the CRM account. 

Benefits of the integration

Dial calls from Zoho CRM and save time

Make a call to your leads or customers from your CRM account and avoid switching multiple devices or screens.  

Always know who is on the other end of the line

You will receive screen pop-ups of the incoming calls to know the caller. With access to your contacts' history and information from these pop-ups, you will be more prepared to take the call. You can also add these callers as leads or contacts in your CRM account and even save your follow-up actions (like adding notes, tasks, etc.).

Log your calls without worrying about errors

Instead of manually logging the call details, you have them tracked automatically in Zoho CRM. You can even collect details and analytic of your calls any time with the help of Reports in Zoho CRM.

Prerequisite for integrating
  • Zoho CRM for 7Moor is available for 7Moore Office's Standard, Premium, and Enterprise users.

  • This integration is available for Standard, Professional, and Enterprise subscribers in Zoho CRM.

  •  It requires Windows XP or above or Mac OS X 10.8 Mountain Lion or above.

  • Supported browsers include: Chrome 30 (or later), Firefox 25 (or later), Safari 6.0.5 (or later), and Internet Explorer 10 (or later). 

To integrate 7Moor 
  1. Go to  Setup > Channels > Telephony .
  2. Select 7Moor from the list of telephony providers and click Integrate .
    You will be redirected to the 7Moor description page.
  3. Click Enable and in the pop-up, enter the Username and Password provided by 7Moor.
    You will be redirected to the 7Moor's App Info page in CRM.
  4. In the Configuration tab, click Associate phone number.
    The extension number can be edited and more users can be added from the 7Moor configuration page. 
  5. Select the CRM User and the associating phone number from the drop-down list.
    Only the users whose numbers have been associated will be able to view the ClickToDial option. 
Deleting users and disabling the integration

As an administrator you can remove a user's profile from the configuration. You can also disable the integration with Zoho CRM. Once the integration is disabled, the extension numbers will terminated. 


    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       

                    Explore our Pricing Plans

                      

                      Secure your business
                      communication with Zoho Mail


                      Mail on the move with
                      Zoho Mail mobile application

                        Stay on top of your schedule
                        at all times


                        Carry your calendar with you
                        Anytime, anywhere




                                Zoho Sign Resources

                                  Sign, Paperless!

                                  Sign and send business documents on the go!

                                  Get Started Now


                                      Zoho SalesIQ Resources



                                          Zoho TeamInbox Resources



                                                  Zoho DataPrep Resources



                                                    Zoho DataPrep Demo

                                                    Get a personalized demo or POC

                                                    REGISTER NOW


                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now











                                                                            • Related Articles

                                                                            • Integrating Multiple Telephony Providers in an Organization

                                                                              Integrating CRM account with third-party telephony providers is cost-effective and time-saving. It allows to make, receive, associate, and automate calls directly from CRM, facilitating hassle-free correspondence. A few enterprise level ...
                                                                            • Why can't I see the telephony feature under Channels?

                                                                              Only users with the Administrator profile can access this feature. To access telephony, contact your Admin and ask them to change your profile to Administrator.
                                                                            • Telephony - An Introduction

                                                                              The time and effort that you put into choosing and setting up a phone system for your business is always worth it. The goal is to give your customers an easy way to get in touch with you and provide the best services to answer their questions and ...
                                                                            • Can I integrate Zoho CRM with telephony providers?

                                                                              Yes, the Telephony feature connects your PBX system with your Zoho CRM system that holds all the important details of your leads and customers. With this feature, Zoho CRM offers you a platform to manage incoming and outgoing calls. We support 130+ ...
                                                                            • Working with Built-in Telephony

                                                                              In most businesses, a large volume of calls are made and received each day. These calls often contain information like customer pain points, expectations, or feedback that helps the organization perform better, so they are vitally important. To ...
                                                                            Wherever you are is as good as
                                                                            your workplace

                                                                              Resources

                                                                              Videos

                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                              eBooks

                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                              Webinars

                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                              CRM Tips

                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                Zoho Show Resources